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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
1501
Penobscot Wealth Management
Maine
$581K +$220K +1,093 +68%
GSWM
1502
Golden State Wealth Management
California
$581K +$81.3K +404 +18%
CFCI
1503
Comprehensive Financial Consultants Institutional
Indiana
$581K +$542K +2,693 New
TDC
1504
Thompson Davis & Co
Virginia
$579K -$41.7K -207 -7%
VT
1505
Vise Technologies
New York
$577K +$539K +2,676 New
DWP
1506
Destiny Wealth Partners
Florida
$576K +$8.65K +43 +2%
EFG
1507
Everhart Financial Group
Ohio
$576K -$114K -568 -18%
EIP
1508
Ellis Investment Partners
Pennsylvania
$576K +$82.3K +409 +18%
CA
1509
CGN Advisors
Kansas
$572K -$10.9K -54 -2%
EP
1510
Edgestream Partners
New Jersey
$572K -$6.04K -30 -1%
WWM
1511
Woodside Wealth Management
Massachusetts
$572K -$70.4K -350 -12%
CAM
1512
Congress Asset Management
Massachusetts
$572K +$533K +2,650 New
SWMG
1513
Sard Wealth Management Group
Georgia
$571K -$76.5K -380 -13%
DIA
1514
Dana Investment Advisors
Wisconsin
$570K -$52.3K -260 -9%
FMN
1515
Financial Management Network
California
$570K +$201 +1 +0%
GVCM
1516
Global View Capital Management
Wisconsin
$563K +$525K +2,608 New
AFA
1517
Antonelli Financial Advisors
Michigan
$562K – – –
SCM
1518
Shelton Capital Management
Colorado
$562K +$60.2K +299 +13%
CCP
1519
Clarkston Capital Partners
Michigan
$561K – – –
LA
1520
Lynch & Associates
Indiana
$561K – – –
FCCM
1521
First City Capital Management
Georgia
$560K -$23.7K -118 -4%
RA
1522
RoundAngle Advisors
New Jersey
$560K -$58K -288 -10%
AHC
1523
Adell Harriman & Carpenter
Texas
$558K -$101K -503 -16%
SFP
1524
Shepherd Financial Partners
Massachusetts
$558K -$19.9K -99 -4%
WAG
1525
Winthrop Advisory Group
Massachusetts
$557K -$61.4K -305 -11%
59 60
61
62 63