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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
SFG
1651
Sowa Financial Group
Rhode Island
$202K +$198K +881 New
JFA
1652
Johanson Financial Advisors
California
$201K +$225 +1 +0.1%
OL
1653
Optas LLC
Texas
$201K +$197K +878 New
BW
1654
Bison Wealth
Georgia
$200K -$622K -2,768 -76%
FFA
1655
Freedman Financial Associates
Massachusetts
$200K +$78.7K +350 +67%
RMC
1656
Resources Management Corp
Connecticut
$196K – – –
ATC
1657
Adirondack Trust Company
New York
$195K +$11K +49 +6%
AAP
1658
Arax Advisory Partners
Colorado
$194K +$190K +844 New
VCM
1659
Versant Capital Management
Arizona
$193K -$51.5K -229 -21%
RBC
1660
Roble Belko & Company
Pennsylvania
$192K – – –
ADL
1661
Asset Dedication LLC
California
$192K +$25.6K +114 +16%
SOW
1662
State of Wyoming
Wyoming
$190K -$12.8M -57,062 -99%
EWM
1663
Endurance Wealth Management
Rhode Island
$180K -$22.5K -100 -11%
CIA
1664
Cascade Investment Advisors
Oregon
$179K – – –
JWM
1665
Janiczek Wealth Management
Colorado
$178K +$33.3K +148 +24%
TFA
1666
Toth Financial Advisory
Virginia
$174K +$675 +3 +0.4%
FCB
1667
First Command Bank
Texas
$173K -$29.2K -130 -15%
FCFS
1668
First Command Financial Services
Texas
$173K -$29.2K -130 -15%
WAS
1669
Winch Advisory Services
Wisconsin
$173K +$2.92K +13 +2%
CIR
1670
Clear Investment Research
Georgia
$167K -$51.7K -230 -24%
CYG
1671
Clean Yield Group
Vermont
$166K +$163K +725 New
CHA
1672
Carmichael Hill & Associates
Maryland
$164K -$39.3K -175 -20%
PP
1673
PrairieView Partners
Minnesota
$164K – – –
PP
1674
PDS Planning
Ohio
$164K +$225 +1 +0.1%
PSIWM
1675
Paradigm Strategies in Wealth Management
Minnesota
$162K – – –
65 66
67
68 69