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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
FAM
1501
Formidable Asset Management
Ohio
$517K +$4.31M +24,054 +957%
SIA
1502
Soltis Investment Advisors
Utah
$514K +$27.4K +153 +6%
PFA
1503
Pathway Financial Advisors
Vermont
$513K +$458K +2,556 New
HIG
1504
Heritage Investment Group
Florida
$513K -$2.87K -16 -0.6%
UWPG
1505
Ullmann Wealth Partners Group
Florida
$513K +$896 +5 +0.2%
AFP
1506
Advus Financial Partners
Florida
$512K +$14.2K +79 +3%
ACM
1507
Advisors Capital Management
New Jersey
$512K -$61.6K -344 -12%
CD
1508
Chapin Davis
Maryland
$511K +$179 +1 +0%
NB
1509
Northwest Bancshares
Pennsylvania
$510K -$105K -587 -19%
HFS
1510
Heritage Financial Services
Massachusetts
$509K +$455K +2,538 New
MWM
1511
Mascoma Wealth Management
New Hampshire
$509K -$94.4K -527 -17%
CWM
1512
Congress Wealth Management
Massachusetts
$507K +$93.7K +523 +26%
AC
1513
Addison Capital
Pennsylvania
$504K -$22.4K -125 -5%
ECAM
1514
East Coast Asset Management
Massachusetts
$502K -$2.87K -16 -0.6%
CIM
1515
CIM Investment Management
Pennsylvania
$498K – – –
BCP
1516
Berkeley Capital Partners
Georgia
$498K – – –
BWM
1517
Baystate Wealth Management
Massachusetts
$496K +$9.14K +51 +2%
SWM
1518
SFG Wealth Management
Maryland
$495K +$42.8K +239 +11%
FF
1519
Francis Financial
$495K -$51.6K -288 -10%
HPM
1520
Hudson Portfolio Management
New York
$494K -$3.23K -18 -0.7%
W
1521
Wealthquest
Ohio
$493K +$179 +1 +0%
W
1522
WorthPointe
California
$493K +$23.3K +130 +6%
SMA
1523
Sage Mountain Advisors
Georgia
$493K +$1.07K +6 +0.2%
JJBC
1524
James J. Burns & Company
New York
$492K -$76.5K -427 -15%
LSIA
1525
LaSalle St. Investment Advisors
Illinois
$492K -$358 -2 -0.1%
59 60
61
62 63