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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
VMMC
1726
V.M. Manning & Co
South Carolina
$379K +$324K +1,611 New
RS
1727
Rakuten Securities
Japan
$379K -$13.9K -69 -4%
CCA
1728
Conservest Capital Advisors
Pennsylvania
$379K -$6.44K -32 -2%
ZIG
1729
Zullo Investment Group
Pennsylvania
$378K +$402 +2 +0.1%
FG
1730
Fiduciary Group
Georgia
$378K +$34.8K +173 +11%
RC
1731
Roundview Capital
New Jersey
$375K -$6.04K -30 -2%
DBRC
1732
D.B. Root & Company
Pennsylvania
$374K +$60.8K +302 +21%
PAS
1733
Professional Advisory Services
Florida
$374K – – –
LA
1734
Latitude Advisors
Florida
$374K – – –
TFA
1735
TPG Financial Advisors
Oregon
$373K +$348K +1,730 New
TVM
1736
True Vision MN
Minnesota
$373K -$201 -1 -0.1%
AG
1737
Advocate Group
Minnesota
$370K – – –
ACA
1738
Atlas Capital Advisors
Wyoming
$370K -$4.83K -24 -1%
SA
1739
Strategic Advisors
New York
$370K -$244K -1,211 -41%
SWIM
1740
Smallwood Wealth Investment Management
New Jersey
$368K +$1.81K +9 +0.5%
PPW
1741
Pasadena Private Wealth
California
$367K – – –
SCM
1742
Sterling Capital Management
North Carolina
$367K +$2.01K +10 +0.6%
VIA
1743
Vickerman Investment Advisors
Washington
$366K -$52.7K -262 -13%
EI
1744
Ellevest Inc
New York
$366K -$4.23K -21 -1%
NFSG
1745
Newbridge Financial Services Group
Florida
$366K -$61.4K -305 -15%
1WA
1746
180 Wealth Advisors
Washington
$366K +$25K +124 +8%
AMCA
1747
Arthur M. Cohen & Associates
Illinois
$365K – – –
NI
1748
Natural Investments
California
$365K +$53.3K +265 +19%
SCA
1749
St. Clair Advisors
Ohio
$365K -$192K -953 -36%
SFG
1750
Sage Financial Group
Pennsylvania
$364K -$86.7K -431 -20%
68 69
70
71 72