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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
TAM
1726
Trillium Asset Management
Massachusetts
$633K – – –
BCM
1727
Barometer Capital Management
Ontario, Canada
$631K +$590K +2,100 New
RTC
1728
Real Talk Capital
Tennessee
$630K – – –
JJBC
1729
James J. Burns & Company
New York
$629K -$9.27K -33 -2%
CSIC
1730
Clifford Swan Investment Counsel
California
$629K +$1.69K +6 +0.3%
FAM
1731
Formidable Asset Management
Ohio
$628K – – –
KAM
1732
KEB Asset Management
Illinois
$627K – – –
CWA
1733
Consilium Wealth Advisory
Texas
$626K – – –
MWM
1734
Mascoma Wealth Management
New Hampshire
$625K -$3.09K -11 -0.5%
SC
1735
Saiph Capital
New Jersey
$625K +$8.99K +32 +2%
TWPM
1736
Total Wealth Planning & Management
Florida
$625K +$28.7K +102 +5%
YWM
1737
Yukon Wealth Management
Kansas
$625K +$585K +2,080 New
LA
1738
LexAurum Advisors
Kansas
$624K +$12.6K +45 +2%
WPA
1739
West Paces Advisors
Georgia
$624K +$79.5K +283 +16%
CWM
1740
CCG Wealth Management
California
$624K – – –
CWRP
1741
Cassady Wealth & Retirement Planning
Nevada
$623K – – –
KCM
1742
KRS Capital Management
Michigan
$623K – – –
WF
1743
Warner Financial
Maryland
$621K +$281 +1 +0%
FG
1744
Fiduciary Group
Georgia
$620K – – –
TIA
1745
TCFG Investment Advisors
California
$620K +$579K +2,062 New
KFS
1746
Kaizen Financial Strategies
California
$618K – – –
VA
1747
Valor Advisors
Florida
$617K -$49.7K -177 -8%
BPWM
1748
BCS Private Wealth Management
New Jersey
$616K – – –
TPW
1749
Talon Private Wealth
Florida
$615K +$92.5K +329 +19%
HCM
1750
Howland Capital Management
Massachusetts
$614K – – –
68 69
70
71 72