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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
PFA
1726
Pettinga Financial Advisors
Indiana
$326K -$69.8K -350 -18%
RWM
1727
Rockwood Wealth Management
Pennsylvania
$324K – – –
CT
1728
Colonial Trust
South Carolina
$324K -$16.4K -82 -5%
FWM
1729
ForthRight Wealth Management
Georgia
$323K -$16K -80 -5%
AIA
1730
Armor Investment Advisors
North Carolina
$322K +$3.99K +20 +1%
TVAMP
1731
Tennessee Valley Asset Management Partners
Tennessee
$320K -$1.46M -7,307 -83%
BFG
1732
Beacon Financial Group
Texas
$320K +$304K +1,523 New
PFP
1733
Paragon Financial Partners
California
$320K – – –
MAM
1734
Mystic Asset Management
Rhode Island
$319K +$83.8K +420 +38%
AAS
1735
Annex Advisory Services
Wisconsin
$319K -$399 -2 -0.1%
EWM
1736
Elevatus Welath Management
New York
$317K – – –
TI
1737
Truepoint Inc
Ohio
$317K -$4.19K -21 -1%
BMM
1738
Buffington Mohr McNeal
Idaho
$317K -$30.9K -155 -9%
BIM
1739
Breakwater Investment Management
Washington
$316K +$300K +1,504 New
RWM
1740
Ritholtz Wealth Management
New York
$316K +$300K +1,503 New
IWS
1741
Insight Wealth Strategies
California
$316K +$300K +1,502 New
GCM
1742
Graham Capital Management
Connecticut
$315K -$4.89M -24,500 -94%
SFO
1743
Stokes Family Office
Louisiana
$315K – – –
MFGM
1744
Marshall Financial Group (Maryland)
Maryland
$315K – – –
RAM
1745
Roanoke Asset Management
New Jersey
$314K +$298K +1,495 New
TWA
1746
TCI Wealth Advisors
Arizona
$314K -$18.6K -93 -6%
FA
1747
FC Advisory
Pennsylvania
$312K +$199 +1 +0.1%
FAG
1748
Fortitude Advisory Group
Washington
$311K -$199 -1 -0.1%
JJBC
1749
James J. Burns & Company
New York
$311K -$186K -933 -38%
RA
1750
Ransom Advisory
Rhode Island
$309K +$293K +1,470 New
68 69
70
71 72