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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
1926
Grand Wealth Management
Michigan
$14.5K – – –
GI
1927
Gradient Investments
Minnesota
$13.9K +$7.65K +43 +116%
PSB
1928
Piscataqua Savings Bank
New Hampshire
$13.9K – – –
ASBI
1929
American State Bank (Iowa)
Iowa
$13.6K – – –
AFS
1930
Annapolis Financial Services
Maryland
$13.3K – – –
LOIP
1931
Live Oak Investment Partners
Texas
$13.3K – – –
TFM
1932
TFC Financial Management
Massachusetts
$13K -$4.45K -25 -25%
PFM
1933
Phillips Financial Management
Indiana
$12.4K – – –
DJSG
1934
D.J. St. Germain
Massachusetts
$12.1K -$2.31K -13 -0.2%
FCMT
1935
Founders Capital Management (Texas)
Texas
$12K – – –
SA
1936
SRH Advisors
Kansas
$12K – – –
MLA
1937
MB, Levis & Associates
Pennsylvania
$11.7K +$11.9K +67 New
TAM
1938
Tucker Asset Management
Colorado
$11.2K – – –
HFS
1939
Hantz Financial Services
Michigan
$11K +$178 +1 +2%
SVCP
1940
Silicon Valley Capital Partners
California
$11K +$11.2K +63 New
BCM
1941
Birch Capital Management
Texas
$9.97K – – –
PA
1942
PSI Advisors
Florida
$9.41K – – –
CWM
1943
Compass Wealth Management
Connecticut
$9.07K +$9.25K +52 New
UIA
1944
Ulland Investment Advisors
Minnesota
$9K – – –
KFS
1945
Kelly Financial Services
Massachusetts
$8.96K +$178 +1 +2%
WOSD
1946
WFA of San Diego
California
$8.72K +$8.89K +50 New
MIM
1947
Macroview Investment Management
Maryland
$8.3K +$178 +1 +2%
GWMI
1948
Guardian Wealth Management (Illinois)
Illinois
$8.21K – – –
VF
1949
VitalStone Financial
Texas
$7K +$7.47K +42 New
M1FG
1950
Mach-1 Financial Group
Arkansas
$6.97K +$7.11K +40 New
76 77
78
79 80