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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
AUB
1701
Atlantic Union Bankshares
Virginia
$396K -$1.08K -5 -0.3%
SFG
1702
Sovereign Financial Group
Connecticut
$395K +$72K +332 +20%
MSWMA
1703
Market Street Wealth Management Advisors
Indiana
$394K – – –
RYIA
1704
Roehl & Yi Investment Advisors
Oregon
$394K -$288K -1,328 -5%
AP
1705
Americana Partners
Texas
$394K -$399K -1,840 -48%
HFAS
1706
Hummer Financial Advisory Services
Illinois
$394K – – –
MPM
1707
Meritage Portfolio Management
Kansas
$392K -$11.3K -52 -3%
MAS
1708
Madden Advisory Services
Florida
$392K -$3.9K -18 -0.9%
LWMM
1709
Legacy Wealth Management (Mississippi)
Mississippi
$391K +$426K +1,962 New
USWIA
1710
UP Strategic Wealth Investment Advisors
Pennsylvania
$391K – – –
VIA
1711
Vickerman Investment Advisors
Washington
$391K -$7.38K -34 -2%
GCM
1712
Gables Capital Management
Florida
$391K -$29.3K -135 -6%
MCM
1713
Maple Capital Management
Vermont
$390K +$424K +1,956 New
MFG
1714
Midwest Financial Group
Kansas
$389K +$10.8K +50 +3%
HP
1715
Holistic Planning
Texas
$388K +$15.2K +70 +4%
RDWM
1716
Red Door Wealth Management
Tennessee
$387K – – –
MCWA
1717
Meadow Creek Wealth Advisors
Georgia
$387K – – –
MFG
1718
Magnus Financial Group
New York
$385K +$19.3K +89 +5%
BAM
1719
Byrne Asset Management
New Jersey
$383K +$416K +1,919 New
SSA
1720
SSA Swiss Advisors
$382K +$415K +1,915 New
CIS
1721
Custom Index Systems
New York
$381K – – –
SIA
1722
Stegner Investment Associates
Kentucky
$380K – – –
CWM
1723
Cahaba Wealth Management
Georgia
$378K +$651 +3 +0.2%
LHC
1724
Little House Capital
Massachusetts
$378K -$13.1M -60,485 -97%
BWM
1725
Bulltick Wealth Management
Florida
$377K +$410K +1,890 New
67 68
69
70 71