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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
IAG
1851
Investmark Advisory Group
Connecticut
$310K +$17.6K +81 +6%
HR
1852
Howe & Rusling
New York
$310K +$96.3K +444 +40%
BWA
1853
Bordeaux Wealth Advisors
California
$308K +$23.9K +110 +8%
SP
1854
Successful Portfolios
Florida
$308K -$19.5K -90 -6%
BMM
1855
Buffington Mohr McNeal
Idaho
$308K – – –
SCA
1856
STALEY CAPITAL ADVISERS
Pennsylvania
$307K -$196K -903 -37%
PCS
1857
Private Client Services
Kentucky
$307K -$157K -723 -32%
I
1858
InvesTrust
Oklahoma
$307K -$10.8K -50 -3%
MCG
1859
McCollum Christoferson Group
New York
$307K +$14.1K +65 +4%
GWA
1860
Genesis Wealth Advisors
Massachusetts
$306K – – –
GAM
1861
Gemmer Asset Management
California
$306K +$64K +295 +24%
WCP
1862
Wealthcare Capital Partners
Pennsylvania
$305K -$32.8K -151 -9%
IWS
1863
Insight Wealth Strategies
California
$305K +$651 +3 +0.2%
AEPWM
1864
Atlantic Edge Private Wealth Management
Florida
$303K -$8.68K -40 -3%
SFFS
1865
Stonehage Fleming Financial Services
Jersey
$301K +$130K +598 +66%
EWM
1866
EPG Wealth Management
Georgia
$301K -$21.5K -99 -6%
OFG
1867
Omega Financial Group
California
$300K -$31.7K -146 -9%
SPC
1868
Spirepoint Private Client
Florida
$300K – – –
BIM
1869
Breakwater Investment Management
Washington
$300K – – –
SFO
1870
Stokes Family Office
Louisiana
$300K – – –
MFGM
1871
Marshall Financial Group (Maryland)
Maryland
$299K – – –
GPA
1872
Guidance Point Advisors
Massachusetts
$299K -$92.6K -427 -22%
AIM
1873
AMI Investment Management
Indiana
$297K -$328K -1,510 -50%
AIA
1874
AssuredPartners Investment Advisors
Florida
$297K -$22.1K -102 -6%
IDBONY
1875
Israel Discount Bank of New York
New York
$295K -$166K -765 -34%
73 74
75
76 77