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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
WP
1676
WMS Partners
Maryland
$214K – – –
TVAMP
1677
Tennessee Valley Asset Management Partners
Tennessee
$213K +$8.45K +45 +4%
SIA
1678
Strategic Investment Advisors
Michigan
$213K +$226K +1,203 New
AOWM
1679
Alpha Omega Wealth Management
Virginia
$212K – – –
OWM
1680
Orgel Wealth Management
Wisconsin
$210K – – –
EFG
1681
Ethos Financial Group
Pennsylvania
$210K +$223K +1,186 New
RMA
1682
Roffman Miller Associates
Pennsylvania
$210K +$5.07K +27 +2%
TWA
1683
Talisman Wealth Advisors
New Jersey
$210K – – –
CIG
1684
Cairn Investment Group
Washington
$209K – – –
LCGC
1685
Legacy Capital Group California
California
$209K +$751 +4 +0.3%
BB
1686
Berkshire Bank
Massachusetts
$209K – – –
BST
1687
Bath Savings Trust
Maine
$209K – – –
VFP
1688
Verus Financial Partners
Virginia
$207K +$1.13K +6 +0.5%
CWM
1689
Cahill Wealth Management
Michigan
$207K – – –
MM
1690
Main Management
California
$207K +$18.8K +100 +9%
WLIM
1691
White Lighthouse Investment Management
Massachusetts
$207K +$220K +1,171 New
KFS
1692
Kaizen Financial Strategies
California
$206K – – –
PFG
1693
Prosperity Financial Group
California
$206K +$4.69K +25 +2%
WWM
1694
Wolff Wiese Magana
California
$205K +$13.3K +71 +7%
QHA
1695
Quarry Hill Advisors
Minnesota
$205K – – –
MFG
1696
Monte Financial Group
Connecticut
$205K -$55.8K -297 -20%
GWMIA
1697
Global Wealth Management Investment Advisory
Florida
$205K -$9.39K -50 -4%
SL
1698
Stevard LLC
Illinois
$204K +$14.5K +77 +7%
SAM
1699
SignalPoint Asset Management
Missouri
$204K +$217K +1,154 New
BB
1700
Bell Bank
North Dakota
$203K -$154K -820 -42%
66 67
68
69 70