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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
SAS
1601
Stelac Advisory Services
New York
$421K +$30.5K +170 +9%
FCM
1602
Fourpath Capital Management
Oklahoma
$421K – – –
MSCM
1603
McElhenny Sheffield Capital Management
Texas
$421K +$7.52K +42 +2%
VIA
1604
Vickerman Investment Advisors
Washington
$419K -$70.2K -392 -16%
CWP
1605
Concord Wealth Partners
Virginia
$418K +$3.05K +17 +0.8%
BHCM
1606
Brevan Howard Capital Management
Jersey
$418K +$373K +2,083 New
PAWA
1607
Palo Alto Wealth Advisors
California
$417K – – –
PCMF
1608
Private Capital Management (Florida)
Florida
$417K – – –
BAM
1609
Byrne Asset Management
New Jersey
$417K +$364K +2,034 New
QPWM
1610
Quadrant Private Wealth Management
Pennsylvania
$416K +$371K +2,072 New
LCM
1611
Lunt Capital Management
Utah
$415K +$371K +2,069 New
SP
1612
Stablepoint Partners
Massachusetts
$414K +$370K +2,065 New
IIC
1613
Ironwood Investment Counsel
Arizona
$414K +$8.06K +45 +2%
LA
1614
Latitude Advisors
Florida
$414K -$47.1K -263 -11%
MSFS
1615
Main Street Financial Solutions
Pennsylvania
$413K -$405K -2,259 -52%
IWP
1616
IAG Wealth Partners
Wisconsin
$412K +$33.3K +186 +10%
MSWMA
1617
Market Street Wealth Management Advisors
Indiana
$412K -$8.42K -47 -2%
SP
1618
Successful Portfolios
Florida
$410K +$38.3K +214 +12%
SFS
1619
Strategic Financial Services
New York
$409K -$49.3K -275 -12%
TF
1620
Trek Financial
Arizona
$409K -$16.1K -90 -4%
SSWM
1621
Smith Salley Wealth Management
North Carolina
$408K +$40.3K +225 +12%
VIM
1622
Vista Investment Management
Pennsylvania
$407K – – –
CWM
1623
Concentric Wealth Management
California
$405K -$29.9K -167 -8%
RP
1624
Rice Partnership
Hawaii
$405K +$3.58K +20 +1%
FCC
1625
Flower City Capital
New York
$404K -$3.94K -22 -1%
63 64
65
66 67