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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
RYIA
1701
Roehl & Yi Investment Advisors
Oregon
$473K – – –
IAA
1702
Independent Advisor Alliance
North Carolina
$472K +$68.6K +299 +18%
CWM
1703
Cahaba Wealth Management
Georgia
$471K +$22.3K +97 +5%
PW
1704
Pandora Wealth
Illinois
$470K – – –
TWP
1705
Triad Wealth Partners
Kansas
$469K +$98.7K +430 +29%
UAG
1706
United Advisor Group
Ohio
$469K +$95K +414 +27%
MFG
1707
Magnus Financial Group
New York
$468K +$229 +1 +0.1%
AWA
1708
Amplius Wealth Advisors
Pennsylvania
$465K -$80.8K -352 -15%
CIM
1709
Cambria Investment Management
California
$463K +$439K +1,912 New
RFA
1710
Register Financial Advisors
Georgia
$461K -$13.3K -58 -3%
RWA
1711
Redmont Wealth Advisors
Illinois
$460K -$45.2K -197 -9%
WF
1712
Warner Financial
Maryland
$460K -$9.41K -41 -2%
P8IP
1713
Pier 88 Investment Partners
California
$460K +$436K +1,900 New
CT
1714
Colonial Trust
South Carolina
$459K – – –
MSWMA
1715
Market Street Wealth Management Advisors
Indiana
$458K -$19.5K -85 -4%
ACP
1716
Argyle Capital Partners
California
$458K -$1.38K -6 -0.3%
SWP
1717
Significant Wealth Partners
Illinois
$455K -$56.7K -247 -12%
RC
1718
Roundview Capital
New Jersey
$455K +$33K +144 +8%
RAS
1719
RPS Advisory Solutions
Kentucky
$455K +$1.15K +5 +0.3%
TWA
1720
TCI Wealth Advisors
Arizona
$455K -$9.18K -40 -2%
GP
1721
Geneva Partners
Wisconsin
$454K +$229 +1 +0.1%
QC
1722
Quent Capital
New York
$454K +$18.4K +80 +4%
CIC
1723
Chilton Investment Company
Connecticut
$454K +$430K +1,875 New
GD
1724
Grandfield & Dodd
New York
$453K – – –
GIM
1725
Goelzer Investment Management
Indiana
$451K – – –
67 68
69
70 71