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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
FHA
1501
Flagship Harbor Advisors
Massachusetts
$452K -$4.52K -20 -1%
GPA
1502
Guidance Point Advisors
Massachusetts
$452K -$2.26K -10 -0.5%
JAG
1503
Journey Advisory Group
Kentucky
$451K – – –
FNBOSM
1504
First National Bank of South Miami
Florida
$451K +$15.6K +69 +4%
KAM
1505
KEB Asset Management
Illinois
$450K +$457K +2,023 New
BFA
1506
Beacon Financial Advisory
Ohio
$447K -$147K -649 -24%
SCM
1507
SCS Capital Management
Massachusetts
$445K – – –
HCM
1508
Howland Capital Management
Massachusetts
$445K +$48.8K +216 +12%
FLC
1509
Fifth Lane Capital
Texas
$445K +$452K +2,000 New
VIA
1510
Vantis Investment Advisers
Florida
$445K +$452K +2,000 New
AW
1511
ACG Wealth
Georgia
$444K -$48.8K -216 -10%
RVPG
1512
Relative Value Partners Group
$444K – – –
GH
1513
GAM Holding
Switzerland
$443K -$452K -2,000 -50%
OFG
1514
Omega Financial Group
California
$442K +$1.81K +8 +0.4%
KOC
1515
Koss-Olinger Consulting
Florida
$439K +$181K +800 +68%
AWM
1516
Avaii Wealth Management
Wisconsin
$439K +$446K +1,973 New
KP
1517
Keel Point
Alabama
$438K -$192K -850 -30%
CWM
1518
Cahaba Wealth Management
Georgia
$438K -$20.1K -89 -4%
EWA
1519
EverSource Wealth Advisors
Alabama
$438K +$445K +1,968 New
TVAMP
1520
Tennessee Valley Asset Management Partners
Tennessee
$437K +$40.2K +178 +10%
X
1521
Xponance
Pennsylvania
$436K -$105K -463 -19%
BWA
1522
BDO Wealth Advisors
Florida
$436K +$20.6K +91 +5%
BWP
1523
Baldwin Wealth Partners
Massachusetts
$435K +$19.2K +85 +5%
RB
1524
Renasant Bank
Mississippi
$433K -$37.7K -167 -8%
AIC
1525
Argus Investors Counsel
New York
$432K -$452 -2 -0.1%
59 60
61
62 63