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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
LA
1551
Latitude Advisors
Florida
$509K +$87.3K +408 +22%
SFG
1552
Sage Financial Group
Pennsylvania
$509K – – –
SSW
1553
Stone Summit Wealth
Florida
$508K – – –
SIC
1554
Samalin Investment Counsel
New York
$507K +$95.7K +447 +24%
HAS
1555
HBW Advisory Services
California
$506K +$20.5K +96 +4%
EFG
1556
Everhart Financial Group
Ohio
$506K +$39.6K +185 +8%
MCP
1557
Mirador Capital Partners
California
$504K +$14.1K +66 +3%
EFG
1558
Embree Financial Group
Illinois
$503K +$36.4K +170 +8%
MAM
1559
Mystic Asset Management
Rhode Island
$503K +$123K +576 +34%
3F
1560
360 Financial
Minnesota
$499K +$58K +271 +14%
FDCP
1561
Foster Dykema Cabot & Partners
Massachusetts
$497K +$97.8K +457 +26%
OWA
1562
Octavia Wealth Advisors
Ohio
$494K – – –
P
1563
Pitcairn
Pennsylvania
$492K -$8.99K -42 -2%
KCM
1564
KRS Capital Management
Michigan
$491K +$14.1K +66 +3%
NFA
1565
Northwest Financial Advisors
Virginia
$487K -$6.63K -31 -1%
PF
1566
Penney Financial
Texas
$487K -$5.35K -25 -1%
PMFA
1567
Plante Moran Financial Advisors
Michigan
$486K -$76.8K -359 -14%
WPA
1568
West Paces Advisors
Georgia
$485K – – –
IWP
1569
IAG Wealth Partners
Wisconsin
$483K +$44.3K +207 +10%
BA
1570
Bluesphere Advisors
Pennsylvania
$483K -$76K -355 -14%
PFA
1571
Plotkin Financial Advisors
Maryland
$478K -$32.7K -153 -7%
NFW
1572
Noble Family Wealth
Florida
$477K – – –
CSIC
1573
Clifford Swan Investment Counsel
California
$475K – – –
CWP
1574
Concord Wealth Partners
Virginia
$475K +$1.71K +8 +0.4%
W
1575
Wealthquest
Ohio
$475K -$11.3K -53 -2%
61 62
63
64 65