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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
MYIA
1601
Mount Yale Investment Advisors
Colorado
$655K -$478K -1,945 -42%
VFG
1602
V2 Financial group
Illinois
$653K +$492 +2 +0.1%
CAM
1603
Congress Asset Management
Massachusetts
$652K – – –
WWM
1604
Woodside Wealth Management
Massachusetts
$652K – – –
IWA
1605
Independent Wealth Advisors
North Carolina
$650K +$650K +2,642 New
HPM
1606
Hudson Portfolio Management
New York
$650K -$22.4K -91 -3%
MCM
1607
Mengis Capital Management
Oregon
$648K -$4.92K -20 -0.8%
FPGK
1608
Financial Partners Group (Kansas)
Kansas
$647K +$492 +2 +0.1%
CSA
1609
Cornerstone Select Advisors
Missouri
$644K -$28.8K -117 -4%
MCM
1610
M1 Capital Management
Michigan
$643K -$139K -566 -18%
MWP
1611
Madison Wealth Partners
Wisconsin
$642K +$104K +423 +19%
AFA
1612
Antonelli Financial Advisors
Michigan
$641K – – –
DWM
1613
Ducere Wealth Management
California
$641K +$640K +2,602 New
LA
1614
Lynch & Associates
Indiana
$640K – – –
FCCM
1615
First City Capital Management
Georgia
$639K -$24.6K -100 -4%
CA
1616
CGN Advisors
Kansas
$638K +$1.72K +7 +0.3%
RWM
1617
Ritholtz Wealth Management
New York
$636K -$42K -171 -6%
JBW
1618
Journey Beyond Wealth
Georgia
$635K +$12.8K +52 +2%
BWG
1619
Beta Wealth Group
California
$635K -$25.6K -104 -4%
GPA
1620
Guidance Point Advisors
Massachusetts
$635K +$346K +1,407 +120%
JWM
1621
JGP Wealth Management
Oregon
$633K +$326K +1,324 +106%
WAG
1622
Winthrop Advisory Group
Massachusetts
$632K -$3.93K -16 -0.6%
SWMG
1623
Sard Wealth Management Group
Georgia
$632K -$20.9K -85 -3%
BIA
1624
Bigelow Investment Advisors
Maine
$631K -$76.7K -312 -11%
GCM
1625
Genus Capital Management
British Columbia, Canada
$629K +$49.2K +200 +8%
63 64
65
66 67