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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
CPCM
1801
Cardinal Point Capital Management
Ontario, Canada
$554K -$148K -525 -22%
SWASL
1802
Spartan Wealth Advisory Services LLC
Michigan
$551K +$2.81K +10 +0.5%
AIM
1803
Advyzon Investment Management
Illinois
$551K +$167K +595 +48%
LNB
1804
Ledyard National Bank
$550K +$121K +432 +31%
MSWMA
1805
Market Street Wealth Management Advisors
Indiana
$548K – – –
NCM
1806
Narwhal Capital Management
Georgia
$547K -$3.09K -11 -0.6%
MFG
1807
Midwest Financial Group
Kansas
$547K +$63.2K +225 +14%
TVAMP
1808
Tennessee Valley Asset Management Partners
Tennessee
$546K +$562 +2 +0.1%
CBA
1809
Coastal Bridge Advisors
Connecticut
$546K -$562 -2 -0.1%
GIA
1810
GHP Investment Advisors
Colorado
$545K +$11.8K +42 +2%
SG
1811
Stanich Group
New York
$544K -$327K -1,164 -39%
LC
1812
Lavelle Capital
California
$543K – – –
WFAG
1813
Wescott Financial Advisory Group
Pennsylvania
$542K -$76.2K -271 -13%
FCA
1814
FLC Capital Advisors
California
$539K -$2.81K -10 -0.6%
CFGW
1815
Chancellor Financial Group WB
Pennsylvania
$539K -$41K -146 -8%
PIA
1816
Pinion Investment Advisors
Kansas
$538K -$55.6K -198 -10%
FDCP
1817
Foster Dykema Cabot & Partners
Massachusetts
$534K – – –
LCS
1818
Levin Capital Strategies
New York
$533K – – –
M
1819
MATAURO
New York
$533K -$406K -1,445 -45%
WA
1820
Walsh & Associates
Florida
$533K +$22.2K +79 +5%
HP
1821
Holistic Planning
Texas
$533K +$5.34K +19 +1%
CCA
1822
Conservest Capital Advisors
Pennsylvania
$532K +$1.12K +4 +0.2%
WA
1823
Wealthstar Advisors
Texas
$531K +$12.4K +44 +3%
MBWA
1824
Marin Bay Wealth Advisors
California
$531K -$4.68M -16,642 -90%
TF
1825
Tenon Financial
New Jersey
$529K +$41.3K +147 +9%
71 72
73
74 75