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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
HPM
1626
Hoxton Planning & Management
West Virginia
$545K -$45.7K -199 -8%
CWG
1627
Crown Wealth Group
North Carolina
$540K +$512K +2,232 New
MP
1628
Moment Partners
California
$540K -$49.6K -216 -9%
AC
1629
Addison Capital
Pennsylvania
$536K -$137K -598 -21%
WG
1630
Welch Group
Alabama
$535K +$45K +196 +10%
PF
1631
Penney Financial
Texas
$533K – – –
CTA
1632
Chesley Taft & Associates
Illinois
$532K – – –
KWA
1633
Kondo Wealth Advisors
California
$532K -$688 -3 -0.1%
MWP
1634
Madison Wealth Partners
Wisconsin
$529K +$14.7K +64 +3%
QP
1635
Quartz Partners
New York
$529K +$501K +2,185 New
SC
1636
Saiph Capital
New Jersey
$528K +$13.1K +57 +3%
SC
1637
Sapient Capital
Indiana
$528K +$14K +61 +3%
MWM
1638
Mascoma Wealth Management
New Hampshire
$524K – – –
SA
1639
Sovran Advisors
California
$524K +$39K +170 +9%
OP
1640
ORG Partners
Indiana
$523K -$459 -2 -0.1%
NFG
1641
Nations Financial Group
Iowa
$522K -$212K -925 -30%
CFS
1642
Commonwealth Financial Services
West Virginia
$520K -$224K -978 -31%
JJBC
1643
James J. Burns & Company
New York
$519K -$37.4K -163 -7%
CA
1644
Cortland Associates
Missouri
$519K +$275K +1,200 +127%
SIA
1645
Stegner Investment Associates
Kentucky
$518K +$54.1K +236 +12%
PIA
1646
Pinion Investment Advisors
Kansas
$518K +$6.88K +30 +1%
CWP
1647
Concord Wealth Partners
Virginia
$518K -$21.8K -95 -4%
PAWA
1648
Palo Alto Wealth Advisors
California
$518K +$1.38K +6 +0.3%
JAG
1649
Journey Advisory Group
Kentucky
$517K +$229K +1,000 +88%
LPP
1650
Long Path Partners
Connecticut
$517K +$490K +2,135 New
64 65
66
67 68