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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
TFP
1926
Tilia Fiduciary Partners
North Carolina
$15.5K – – –
TC
1927
Truvestments Capital
Florida
$15K -$3.56K -20 -19%
FWA
1928
Freedom Wealth Alliance
Wisconsin
$14.6K +$14.9K +84 New
HWM
1929
HighMark Wealth Management
Minnesota
$14.5K – – –
GWM
1930
Grand Wealth Management
Michigan
$14.5K – – –
GI
1931
Gradient Investments
Minnesota
$13.9K +$7.65K +43 +116%
PSB
1932
Piscataqua Savings Bank
New Hampshire
$13.9K – – –
ASBI
1933
American State Bank (Iowa)
Iowa
$13.6K – – –
AFS
1934
Annapolis Financial Services
Maryland
$13.3K – – –
LOIP
1935
Live Oak Investment Partners
Texas
$13.3K – – –
TFM
1936
TFC Financial Management
Massachusetts
$13K -$4.45K -25 -25%
PFM
1937
Phillips Financial Management
Indiana
$12.4K – – –
DJSG
1938
D.J. St. Germain
Massachusetts
$12.1K -$2.31K -13 -0.2%
FCMT
1939
Founders Capital Management (Texas)
Texas
$12K – – –
SA
1940
SRH Advisors
Kansas
$12K – – –
MLA
1941
MB, Levis & Associates
Pennsylvania
$11.7K +$11.9K +67 New
TAM
1942
Tucker Asset Management
Colorado
$11.2K – – –
HFS
1943
Hantz Financial Services
Michigan
$11K +$178 +1 +2%
SVCP
1944
Silicon Valley Capital Partners
California
$11K +$11.2K +63 New
BCM
1945
Birch Capital Management
Texas
$9.97K – – –
PA
1946
PSI Advisors
Florida
$9.41K – – –
CWM
1947
Compass Wealth Management
Connecticut
$9.07K +$9.25K +52 New
UIA
1948
Ulland Investment Advisors
Minnesota
$9K – – –
KFS
1949
Kelly Financial Services
Massachusetts
$8.96K +$178 +1 +2%
WOSD
1950
WFA of San Diego
California
$8.72K +$8.89K +50 New
76 77
78
79 80