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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
1501
SCS Capital Management
Massachusetts
$445K – – –
HCM
1502
Howland Capital Management
Massachusetts
$445K +$48.8K +216 +12%
FLC
1503
Fifth Lane Capital
Texas
$445K +$452K +2,000 New
VIA
1504
Vantis Investment Advisers
Florida
$445K +$452K +2,000 New
AW
1505
ACG Wealth
Georgia
$444K -$48.8K -216 -10%
RVPG
1506
Relative Value Partners Group
$444K – – –
GH
1507
GAM Holding
Switzerland
$443K -$452K -2,000 -50%
OFG
1508
Omega Financial Group
California
$442K +$1.81K +8 +0.4%
KOC
1509
Koss-Olinger Consulting
Florida
$439K +$181K +800 +68%
AWM
1510
Avaii Wealth Management
Wisconsin
$439K +$446K +1,973 New
KP
1511
Keel Point
Alabama
$438K -$192K -850 -30%
CWM
1512
Cahaba Wealth Management
Georgia
$438K -$20.1K -89 -4%
EWA
1513
EverSource Wealth Advisors
Alabama
$438K +$445K +1,968 New
TVAMP
1514
Tennessee Valley Asset Management Partners
Tennessee
$437K +$40.2K +178 +10%
X
1515
Xponance
Pennsylvania
$436K -$105K -463 -19%
BWA
1516
BDO Wealth Advisors
Florida
$436K +$20.6K +91 +5%
BWP
1517
Baldwin Wealth Partners
Massachusetts
$435K +$19.2K +85 +5%
RB
1518
Renasant Bank
Mississippi
$433K -$37.7K -167 -8%
AIC
1519
Argus Investors Counsel
New York
$432K -$452 -2 -0.1%
SAM
1520
Silverhawk Asset Management
Arizona
$432K +$439K +1,943 New
JIP
1521
Jaffetilchin Investment Partners
Florida
$431K +$2.49K +11 +0.6%
EI
1522
Ellevest Inc
New York
$430K +$6.33K +28 +1%
BFG
1523
Berger Financial Group
Minnesota
$429K +$194K +858 +80%
PIA
1524
Powell Investment Advisors
Florida
$428K +$183K +808 +72%
BCM
1525
Birmingham Capital Management
Alabama
$427K -$42.9K -190 -9%
59 60
61
62 63