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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
MSWMA
1626
Market Street Wealth Management Advisors
Indiana
$437K -$16.3K -76 -4%
HFAS
1627
Hummer Financial Advisory Services
Illinois
$436K – – –
BFIC
1628
Bedell Frazier Investment Counselling
California
$435K +$2.78K +13 +0.7%
USWIA
1629
UP Strategic Wealth Investment Advisors
Pennsylvania
$433K – – –
CPA
1630
Capital Performance Advisors
California
$433K +$257K +1,203 +62%
OFG
1631
Omega Financial Group
California
$430K -$44.5K -208 -10%
MFG
1632
Midwest Financial Group
Kansas
$430K -$12K -56 -3%
W
1633
WorthPointe
California
$429K -$781K -3,649 -65%
MCWA
1634
Meadow Creek Wealth Advisors
Georgia
$428K – – –
MAS
1635
Madden Advisory Services
Florida
$427K +$22K +103 +6%
HP
1636
Holistic Planning
Texas
$426K +$8.35K +39 +2%
IIC
1637
Ironwood Investment Counsel
Arizona
$424K -$61.4K -287 -13%
GPA
1638
Guidance Point Advisors
Massachusetts
$423K +$1.5K +7 +0.4%
SIA
1639
Stegner Investment Associates
Kentucky
$421K – – –
HWM
1640
Hohimer Wealth Management
Washington
$420K – – –
TCOV
1641
Trust Company of Vermont
Vermont
$420K – – –
CT
1642
Colonial Trust
South Carolina
$419K -$22.3K -104 -5%
AWP
1643
Abacus Wealth Partners
California
$419K -$15.4K -72 -4%
SWM
1644
SFG Wealth Management
Maryland
$419K -$58K -271 -13%
SAM
1645
Seelaus Asset Management
New Jersey
$418K +$167K +780 +70%
TI
1646
Truepoint Inc
Ohio
$417K +$60.6K +283 +18%
C
1647
CEDRUS
Colorado
$417K +$404K +1,886 New
CWM
1648
Cahaba Wealth Management
Georgia
$417K -$17.3K -81 -4%
APW
1649
Aurora Private Wealth
New Jersey
$416K +$49.4K +231 +14%
KIG
1650
Kessler Investment Group
Indiana
$415K +$396K +1,852 +7,717%
64 65
66
67 68