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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1501
Aberdeen Wealth Management
Illinois
$86K +$82.2K +520 New
VCP
1502
Verus Capital Partners
Arizona
$85K +$80.9K +512 New
PA
1503
PSI Advisors
Florida
$85K +$82K +519 New
FA
1504
Forefront Analytics
Pennsylvania
$83K +$316 +2 +0.4%
AF
1505
Allworth Financial
California
$83K +$4.58K +29 +6%
SIS
1506
Sound Income Strategies
Florida
$83K +$71.1K +450 +849%
CL
1507
Cabana LLC
Arkansas
$81K +$77.4K +490 New
EWP
1508
Engrave Wealth Partners
Texas
$80K +$77K +487 New
SC
1509
Sawyer & Company
Massachusetts
$75K – – –
SIS
1510
SVB Investment Services
Utah
$74K +$70.2K +444 New
HWM
1511
HighMark Wealth Management
Minnesota
$73K +$69.9K +442 New
HF
1512
Halpern Financial
Virginia
$72.9K +$69.5K +440 New
SFPG
1513
Stonebridge Financial Planning Group
Florida
$72K +$68.4K +433 New
EWM
1514
EPG Wealth Management
Georgia
$72K +$68.6K +434 New
EWM
1515
Endurance Wealth Management
Rhode Island
$70K +$1.11K +7 +2%
LFG
1516
Larson Financial Group
Missouri
$66K -$5.21K -33 -8%
RCM
1517
Rain Capital Management
Oregon
$66K – – –
ACA
1518
Aptus Capital Advisors
Alabama
$66K +$49.6K +314 +280%
TCWM
1519
Total Clarity Wealth Management
Illinois
$66K +$62.4K +395 New
WQ
1520
Wealth Quarterback
New Jersey
$65.2K +$485K +3,072 New
FPS
1521
Fieldpoint Private Securities
Connecticut
$63K – – –
SFC
1522
SYM Financial Corp
Indiana
$62K – – –
TCM
1523
TD Capital Management
Tennessee
$61K +$158 +1 +0.3%
LWS
1524
Lucia Wealth Services
California
$59K – – –
LFG
1525
LifePlan Financial Group
Ohio
$57K – – –
59 60
61
62 63