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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
PAS
1501
Professional Advisory Services
Florida
$310K – – –
AFG
1502
Allegheny Financial Group
Pennsylvania
$310K -$36.8K -200 -10%
GIA
1503
GHP Investment Advisors
Colorado
$310K -$2.58K -14 -0.8%
C
1504
Cliffwater
California
$308K – – –
NFA
1505
Northern Financial Advisors
Michigan
$308K +$368 +2 +0.1%
MAS
1506
Madden Advisory Services
Florida
$308K – – –
KL
1507
KWMG LLC
Kansas
$307K -$36.5K -198 -10%
AG
1508
Advocate Group
Minnesota
$306K -$1.66K -9 -0.5%
SCM
1509
Shelton Capital Management
Colorado
$305K -$168K -912 -35%
UWPG
1510
Ullmann Wealth Partners Group
Florida
$303K +$26.9K +146 +9%
EDRH
1511
Edmond de Rothschild Holding
Switzerland
$302K – – –
TNA
1512
True North Advisors
Texas
$302K -$1.1K -6 -0.4%
NIM
1513
Northeast Investment Management
Massachusetts
$301K -$6.81K -37 -2%
AUB
1514
Atlantic Union Bankshares
Virginia
$301K -$18.4K -100 -6%
LDB
1515
Lee, Danner & Bass
Tennessee
$300K – – –
SMA
1516
Sage Mountain Advisors
Georgia
$298K +$7.37K +40 +2%
RC
1517
Rovin Capital
Arizona
$298K -$231K -1,256 -43%
QC
1518
Quent Capital
New York
$298K – – –
PK
1519
Pflug Koory
Nebraska
$297K – – –
PWP
1520
Principle Wealth Partners
Connecticut
$296K -$25.2K -137 -8%
MC
1521
Miramar Capital
Illinois
$295K – – –
TWA
1522
TCI Wealth Advisors
Arizona
$295K +$50.6K +275 +20%
IPW
1523
Intergy Private Wealth
Colorado
$293K +$71.3K +387 +31%
LCM
1524
Logan Capital Management
Pennsylvania
$293K -$14.9K -81 -5%
IAM
1525
Innovis Asset Management
Illinois
$292K -$386K -2,096 -56%
59 60
61
62 63