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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
HWA
1726
Heritage Wealth Architects
Minnesota
$493K – – –
DP
1727
Denver PWM
Colorado
$492K +$18.1K +70 +4%
VIM
1728
Vista Investment Management
Pennsylvania
$492K – – –
TWPM
1729
Total Wealth Planning & Management
Florida
$491K +$74K +287 +17%
MP
1730
Moment Partners
California
$491K +$516 +2 +0.1%
SIA
1731
Stegner Investment Associates
Kentucky
$490K – – –
HFAS
1732
Hummer Financial Advisory Services
Illinois
$490K – – –
KF
1733
Krilogy Financial
Missouri
$489K -$23.7K -92 -5%
SI
1734
Schusterman Interests
Oklahoma
$489K – – –
ACP
1735
Argyle Capital Partners
California
$485K +$258 +1 +0.1%
W
1736
Wealthquest
Ohio
$483K – – –
CFGW
1737
Chancellor Financial Group WB
Pennsylvania
$481K -$9.29K -36 -2%
WG
1738
Warner Group
Connecticut
$479K +$13.2K +51 +3%
CSA
1739
Cornerstone Select Advisors
Missouri
$477K -$179K -693 -26%
TWP
1740
Triad Wealth Partners
Kansas
$477K -$71.5K -277 -13%
CCM
1741
Cannon Capital Management
Utah
$476K -$516 -2 -0.1%
NAMI
1742
Nomura Asset Management International
Pennsylvania
$476K +$495K +1,919 New
IWP
1743
Innova Wealth Partners
Pennsylvania
$476K +$55.2K +214 +13%
PWA
1744
Pitcairn Wealth Advisors
Pennsylvania
$475K -$12.4K -48 -2%
EDRH
1745
Edmond de Rothschild Holding
Switzerland
$475K – – –
SIC
1746
Samalin Investment Counsel
New York
$474K -$53.9K -209 -10%
LBC
1747
Leigh Baldwin & Co
New York
$474K +$8K +31 +2%
WWC
1748
Waypoint Wealth Counsel
Georgia
$474K -$4.81M -18,636 -91%
CT
1749
Colonial Trust
South Carolina
$473K +$2.32K +9 +0.5%
SFG
1750
Synergy Financial Group
California
$471K +$490K +1,900 New
68 69
70
71 72