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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
SIM
1751
Synergy Investment Management
Florida
$607K +$360K +1,280 +162%
GPCM
1752
Guardsman Private Capital Management
Florida
$606K – – –
CAM
1753
Costello Asset Management
Pennsylvania
$605K -$562 -2 -0.1%
HIG
1754
Heritage Investment Group
Florida
$604K -$9.84K -35 -2%
AP
1755
Anchyra Partners
Georgia
$604K -$270K -960 -32%
MFGM
1756
Marshall Financial Group (Maryland)
Maryland
$602K +$142K +505 +34%
ZI
1757
ZEGA Investments
Florida
$602K -$46.1K -164 -8%
HPM
1758
Hoxton Planning & Management
West Virginia
$602K -$13.8K -49 -2%
MFWP
1759
Mosaic Family Wealth Partners
Missouri
$601K +$305K +1,086 +119%
SBLIC
1760
Security Benefit Life Insurance Company
Kansas
$601K +$562K +2,000 New
IIA
1761
Integrity Investment Advisors
Colorado
$601K – – –
PCA
1762
Purkiss Capital Advisors
Connecticut
$598K +$117K +418 +27%
VIM
1763
Vista Investment Management
Pennsylvania
$594K -$1.69K -6 -0.3%
KF
1764
Krilogy Financial
Missouri
$594K +$46.9K +167 +9%
HFAS
1765
Hummer Financial Advisory Services
Illinois
$593K – – –
SI
1766
Schusterman Interests
Oklahoma
$592K – – –
VAG
1767
VisionPoint Advisory Group
Texas
$590K -$52.3K -186 -9%
USWIA
1768
UP Strategic Wealth Investment Advisors
Pennsylvania
$588K – – –
GP
1769
Geneva Partners
Wisconsin
$587K +$41.9K +149 +8%
AFAS
1770
Acorn Financial Advisory Services
Virginia
$586K -$17.1K -61 -3%
E
1771
EntreWealth
Texas
$585K +$94.1K +335 +21%
IRC
1772
Investors Research Corp
Georgia
$584K -$273K -973 -33%
CFP
1773
Cypress Financial Planning
New Jersey
$584K -$14.3K -51 -3%
MAG
1774
Mayfair Advisory Group
Alabama
$579K – – –
CCM
1775
Cannon Capital Management
Utah
$577K – – –
69 70
71
72 73