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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
AT
1701
American Trust
Kentucky
$226K +$2.14K +12 +1%
AOWM
1702
Alpha Omega Wealth Management
Virginia
$225K -$3.92K -22 -2%
KFS
1703
Kaizen Financial Strategies
California
$224K -$34.9K -196 -14%
OWM
1704
Orgel Wealth Management
Wisconsin
$223K -$18.4K -103 -8%
TWA
1705
Talisman Wealth Advisors
New Jersey
$222K +$211K +1,185 New
JAG
1706
Journey Advisory Group
Kentucky
$221K -$6.42K -36 -3%
BB
1707
Berkshire Bank
Massachusetts
$221K – – –
BST
1708
Bath Savings Trust
Maine
$221K – – –
CIG
1709
Cairn Investment Group
Washington
$221K – – –
LCGC
1710
Legacy Capital Group California
California
$221K -$1.46M -8,162 -87%
CWM
1711
Cahill Wealth Management
Michigan
$220K +$178 +1 +0.1%
MCC
1712
Money Concepts Capital
Florida
$219K -$2.36M -13,264 -92%
CWM
1713
Campbell Wealth Management
Virginia
$219K +$209K +1,172 New
TVAMP
1714
Tennessee Valley Asset Management Partners
Tennessee
$217K +$3.74K +21 +2%
RMA
1715
Roffman Miller Associates
Pennsylvania
$217K -$119K -668 -37%
QHA
1716
Quarry Hill Advisors
Minnesota
$217K – – –
VPP
1717
Vertex Planning Partners
Illinois
$214K -$6.06K -34 -3%
VFIC
1718
Valley Forge Investment Consultants
Pennsylvania
$214K – – –
PFG
1719
Prosperity Financial Group
California
$213K +$203K +1,140 New
FWI
1720
Facet Wealth Inc
Maryland
$212K -$30.7K -172 -14%
CIP
1721
Capital Insight Partners
Arizona
$211K – – –
ETS
1722
ESL Trust Services
New York
$210K +$200K +1,120 New
CCA
1723
Checchi Capital Advisers
California
$210K +$200K +1,119 New
WAG
1724
Wallace Advisory Group
California
$209K – – –
ACM
1725
Alamar Capital Management
California
$209K +$199K +1,116 New
67 68
69
70 71