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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
FCCM
1626
First City Capital Management
Georgia
$607K +$15.7K +69 +3%
VF
1627
Vista Finance
Missouri
$604K +$623K +2,734 New
FWM
1628
Forza Wealth Management
Florida
$604K – – –
SW
1629
SkyOak Wealth
Michigan
$604K +$81.6K +358 +15%
WA
1630
Wealth Architects
California
$603K – – –
FTA
1631
Financial & Tax Architects
Missouri
$600K +$619K +2,716 New
PWM
1632
Penobscot Wealth Management
Maine
$598K +$164K +720 +36%
EP
1633
Edgestream Partners
New Jersey
$597K +$272K +1,194 +79%
MCM
1634
Mengis Capital Management
Oregon
$597K – – –
VFG
1635
V2 Financial group
Illinois
$595K +$45.8K +201 +8%
BAAM
1636
Baker Avenue Asset Management
California
$595K +$370K +1,621 +151%
MCM
1637
M1 Capital Management
Michigan
$594K +$613K +2,690 New
PFGIA
1638
Patriot Financial Group Insurance Agency
Massachusetts
$594K +$197K +864 +47%
MCM
1639
Mainstay Capital Management
Michigan
$592K +$684 +3 +0.1%
GM
1640
GeoWealth Management
Illinois
$590K +$329K +1,445 +118%
TDC
1641
Thompson Davis & Co
Virginia
$585K -$124K -545 -17%
WAG
1642
Winthrop Advisory Group
Massachusetts
$583K +$8.21K +36 +1%
AFG
1643
ABLE Financial Group
Arizona
$583K -$10.3K -45 -2%
FWA
1644
FSM Wealth Advisors
Ohio
$583K +$44.5K +195 +8%
UCB
1645
United Community Bank
South Carolina
$582K +$2.28K +10 +0.4%
FBT
1646
First Bank & Trust
South Dakota
$581K +$456 +2 +0.1%
UWPG
1647
Ullmann Wealth Partners Group
Florida
$581K +$228 +1 +0%
PL
1648
Plancorp LLC
Missouri
$579K +$29.6K +130 +5%
SWP
1649
Significant Wealth Partners
Illinois
$578K +$172K +756 +41%
MWC
1650
MKD Wealth Coaches
Michigan
$577K +$596K +2,613 New
64 65
66
67 68