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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
AC
1726
AlphaCore Capital
California
$62K +$63.4K +286 New
KIG
1727
Kowal Investment Group
Wisconsin
$62K +$63.4K +286 New
OIS
1728
Okabena Investment Services
Minnesota
$60K – – –
CIM
1729
Contravisory Investment Management
Massachusetts
$60K +$443 +2 +0.7%
FFA
1730
Founders Financial Alliance
North Carolina
$57K -$44.3K -200 -44%
BMD
1731
Better Money Decisions
New Mexico
$56K +$22.4K +101 +66%
DOA
1732
D'Orazio & Associates
Virginia
$55K – – –
MSFP
1733
Mark Sheptoff Financial Planning
Connecticut
$55K – – –
AAMA
1734
Advanced Asset Management Advisors
Ohio
$55K +$5.76K +26 +12%
JWBC
1735
John W. Brooker & Co
California
$54K – – –
PAIM
1736
Punch & Associates Investment Management
Minnesota
$54K – – –
VNA
1737
Valley National Advisers
Pennsylvania
$54K – – –
FFC
1738
First Financial Corp
Indiana
$52K +$1.55K +7 +3%
PIP
1739
Peachtree Investment Partners
Florida
$51K -$20K -90 -28%
AF
1740
Affiance Financial
Minnesota
$50K – – –
CAL
1741
Capital Analysts LLC
Pennsylvania
$50K – – –
SFC
1742
SYM Financial Corp
Indiana
$50K +$2.88K +13 +6%
DWA
1743
Dougherty Wealth Advisers
Minnesota
$49K +$49.4K +223 New
DWMG
1744
DB Wealth Management Group
California
$48K – – –
WA
1745
WestEnd Advisors
North Carolina
$47.5K – – –
RFWA
1746
RPg Family Wealth Advisory
Massachusetts
$46.4K – – –
BWL
1747
Bogart Wealth LLC
Virginia
$45K – – –
CAM
1748
Costello Asset Management
Pennsylvania
$45K – – –
CFG
1749
CKW Financial Group
Hawaii
$44K -$57.4K -259 -57%
HI
1750
Hudock Inc
Pennsylvania
$43K -$665 -3 -1%
68 69
70
71 72