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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
WG
1651
Welch Group
Alabama
$435K +$111K +551 +38%
KAM
1652
KEB Asset Management
Illinois
$434K – – –
SM
1653
Sabby Management
Florida
$432K -$3.85M -19,114 -91%
CAAS
1654
Capital Asset Advisory Services
Michigan
$430K -$70.6K -351 -15%
W
1655
Wealthquest
Ohio
$429K – – –
CCG
1656
Cypress Capital Group
Florida
$428K -$139K -691 -26%
PGAM
1657
Princeton Global Asset Management
New Jersey
$427K +$121K +602 +44%
MSWMA
1658
Market Street Wealth Management Advisors
Indiana
$427K – – –
HFAS
1659
Hummer Financial Advisory Services
Illinois
$426K – – –
BTWM
1660
Brass Tax Wealth Management
Ohio
$425K +$54.3K +270 +16%
P
1661
Pitcairn
Pennsylvania
$425K -$25.8K -128 -6%
RYIA
1662
Roehl & Yi Investment Advisors
Oregon
$425K – – –
CG
1663
Cynosure Group
Utah
$424K -$9.66K -48 -2%
RFA
1664
Register Financial Advisors
Georgia
$424K +$20.5K +102 +5%
RFP
1665
Root Financial Partners
California
$424K +$37.6K +187 +11%
USWIA
1666
UP Strategic Wealth Investment Advisors
Pennsylvania
$423K – – –
CPA
1667
Capital Performance Advisors
California
$422K -$453K -2,253 -54%
CWP
1668
Core Wealth Partners
California
$422K +$108K +538 +38%
PW
1669
Pandora Wealth
Illinois
$419K +$20.1K +100 +5%
WF
1670
Warner Financial
Maryland
$419K -$10.3K -51 -3%
AIA
1671
Acute Investment Advisory
Arizona
$418K -$262K -1,302 -40%
MFG
1672
Magnus Financial Group
New York
$417K +$201 +1 +0.1%
SWM
1673
SFG Wealth Management
Maryland
$415K -$23.1K -115 -6%
TWA
1674
TCI Wealth Advisors
Arizona
$414K +$73.5K +365 +23%
PEA
1675
Park Edge Advisors
Ohio
$412K +$384K +1,909 New
65 66
67
68 69