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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
1701
Bourgeon Capital Management
Connecticut
$126K – – –
RMC
1702
Resources Management Corp
Connecticut
$125K – – –
WAS
1703
Winch Advisory Services
Wisconsin
$125K – – –
AFG
1704
Albion Financial Group
Utah
$121K – – –
AWM
1705
Aberdeen Wealth Management
Illinois
$120K – – –
PP
1706
Pacifica Partners
Canada
$119K – – –
HFS
1707
Heritage Financial Services
Massachusetts
$119K +$131K +708 New
WFA
1708
WestHill Financial Advisors
California
$118K -$2.77K -15 -2%
LPWM
1709
Lake Point Wealth Management
Texas
$118K – – –
LPIC
1710
LeJeune Puetz Investment Counsel
Michigan
$118K – – –
HFM
1711
Hartford Financial Management
Connecticut
$118K +$184 +1 +0.1%
MIM
1712
Macroview Investment Management
Maryland
$115K – – –
SC
1713
Stephens Consulting
Michigan
$111K -$184 -1 -0.2%
AWM
1714
Aspire Wealth Management
Massachusetts
$107K – – –
GLLW
1715
Graves Light Lenhart Wealth
Virginia
$107K – – –
VC
1716
Vestor Capital
Illinois
$105K -$8.29K -45 -7%
BCV
1717
Banque Cantonale Vaudoise
Switzerland
$104K -$876K -4,751 -89%
HCP
1718
Hexagon Capital Partners
Arkansas
$104K -$44.8K -243 -28%
CYG
1719
Clean Yield Group
Vermont
$102K – – –
SWM
1720
Selective Wealth Management
Virginia
$101K +$71K +385 +181%
EBA
1721
Eagle Bay Advisors
New York
$101K +$102K +553 +1,286%
ETI
1722
Enterprise Trust & Investment
California
$99K – – –
GA
1723
GoalVest Advisory
New York
$98K – – –
TSWM
1724
Tyler-Stone Wealth Management
Ohio
$94K -$85.7K -465 -46%
FA
1725
Faithward Advisors
Pennsylvania
$90K -$2.03K -11 -2%
67 68
69
70 71