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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
EWA
1801
Encompass Wealth Advisors
Oregon
$430K -$6.71K -26 -1%
PAS
1802
Professional Advisory Services
Florida
$430K – – –
BFAG
1803
Blackston Financial Advisory Group
Florida
$428K -$99.8K -387 -18%
OWA
1804
Octavia Wealth Advisors
Ohio
$428K +$13.7K +53 +3%
PCS
1805
Private Client Services
Kentucky
$428K +$11.1K +43 +3%
WA
1806
Wealthstar Advisors
Texas
$428K +$2.84K +11 +0.6%
AWP
1807
Abacus Wealth Partners
California
$426K -$9.54K -37 -2%
TPW
1808
Talon Private Wealth
Florida
$426K +$443K +1,718 New
DWA
1809
Dougherty Wealth Advisers
Minnesota
$426K – – –
DA
1810
Detalus Advisors
Missouri
$425K – – –
SAM
1811
Seelaus Asset Management
New Jersey
$424K +$64.5K +250 +17%
TP
1812
Thayer Partners
Pennsylvania
$424K -$67.6K -262 -13%
AMCA
1813
Arthur M. Cohen & Associates
Illinois
$423K – – –
RIG
1814
RiverFront Investment Group
Virginia
$422K +$12.1K +47 +3%
SWIM
1815
Smallwood Wealth Investment Management
New Jersey
$420K – – –
RWM
1816
Rockwood Wealth Management
Pennsylvania
$420K – – –
WA
1817
Walsh & Associates
Florida
$420K – – –
CFG
1818
Compass Financial Group
Ohio
$420K -$132K -510 -23%
SCM
1819
Sterling Capital Management
North Carolina
$419K +$21.2K +82 +5%
NC
1820
North Capital
Utah
$418K – – –
APWA
1821
Atlas Private Wealth Advisors
New Jersey
$418K -$3.61K -14 -0.8%
KL
1822
KilterHowling LLC
Colorado
$416K +$24.2K +94 +6%
KFC
1823
Klingenstein Fields & Co
New York
$415K +$13.9K +54 +3%
AG
1824
Advocate Group
Minnesota
$414K -$12.4K -48 -3%
XWM
1825
Xcel Wealth Management
Florida
$414K -$774 -3 -0.2%
71 72
73
74 75