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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
CT
1551
Colonial Trust
South Carolina
$406K +$93.4K +462 +30%
CWM
1552
Concentric Wealth Management
California
$404K – – –
3F
1553
360 Financial
Minnesota
$404K +$49.1K +243 +14%
WF
1554
Warner Financial
Maryland
$403K +$404 +2 +0.1%
AUB
1555
Atlantic Union Bankshares
Virginia
$403K +$60.6K +300 +18%
BFA
1556
Brown Financial Advisory
Alabama
$402K – – –
IWP
1557
IAG Wealth Partners
Wisconsin
$402K -$18.2K -90 -4%
HFAS
1558
Hummer Financial Advisory Services
Illinois
$401K – – –
AWP
1559
Abacus Wealth Partners
California
$399K -$28.1K -139 -7%
CWM
1560
Cahaba Wealth Management
Georgia
$399K +$808 +4 +0.2%
SFS
1561
Sharp Financial Services
Pennsylvania
$399K -$272K -1,345 -41%
HP
1562
Holistic Planning
Texas
$398K – – –
USWIA
1563
UP Strategic Wealth Investment Advisors
Pennsylvania
$398K – – –
BFIC
1564
Bedell Frazier Investment Counselling
California
$397K -$514K -2,545 -57%
HNWAG
1565
High Net Worth Advisory Group
Florida
$396K – – –
NP
1566
Nilsine Partners
Colorado
$396K – – –
ZIG
1567
Zullo Investment Group
Pennsylvania
$395K +$808 +4 +0.2%
CPA
1568
Capital Performance Advisors
California
$394K +$606 +3 +0.2%
WWMSC
1569
Wagner Wealth Management (South Carolina)
South Carolina
$394K -$404 -2 -0.1%
SCA
1570
STALEY CAPITAL ADVISERS
Pennsylvania
$394K – – –
MCWA
1571
Meadow Creek Wealth Advisors
Georgia
$393K – – –
LSA
1572
Lion Street Advisors
Texas
$391K +$106K +526 +38%
GPA
1573
Guidance Point Advisors
Massachusetts
$387K +$808 +4 +0.2%
SIA
1574
Stegner Investment Associates
Kentucky
$387K -$49.3K -244 -11%
TVAMP
1575
Tennessee Valley Asset Management Partners
Tennessee
$386K +$77K +381 +25%
61 62
63
64 65