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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
MAM
1926
Mystic Asset Management
Rhode Island
$221K +$197K +1,099 New
TAM
1927
TCP Asset Management
Ohio
$220K -$144K -801 -42%
CFP
1928
Cypress Financial Planning
New Jersey
$220K -$124K -693 -38%
CWP
1929
Core Wealth Partners
California
$219K +$195K +1,090 New
FWM
1930
FSA Wealth Management
Massachusetts
$218K +$195K +1,088 New
EFG
1931
Everhart Financial Group
Ohio
$218K +$194K +1,084 New
EWM
1932
Endowment Wealth Management
Wisconsin
$217K +$194K +1,081 New
CWA
1933
Continuum Wealth Advisors
New York
$216K +$193K +1,078 New
FCM
1934
Frontier Capital Management
Massachusetts
$216K +$225K +1,254 New
DWM
1935
Dorchester Wealth Management
Quebec, Canada
$216K +$193K +1,075 New
KMWM
1936
Keudell/Morrison Wealth Management
Oregon
$216K +$192K +1,074 New
CPC
1937
Consolidated Planning Corp
Georgia
$215K +$192K +1,072 New
MM
1938
Main Management
California
$215K -$17.9K -100 -9%
GSB
1939
Greenfield Savings Bank
Massachusetts
$215K +$192K +1,069 New
CIA
1940
Cladis Investment Advisory
Montana
$214K +$191K +1,067 New
OWA
1941
One Wealth Advisors
California
$214K +$191K +1,064 New
AA
1942
Axiom Advisory
California
$213K +$190K +1,063 New
MCM
1943
Mill Capital Management
North Carolina
$213K – – –
CFGA
1944
Cambridge Financial Group (Arizona)
Arizona
$213K +$190K +1,059 New
SDAM
1945
Shulman DeMeo Asset Management
New York
$212K +$190K +1,058 New
CA
1946
Cortland Associates
Missouri
$212K +$189K +1,055 New
CCA
1947
Checchi Capital Advisers
California
$212K +$189K +1,056 New
SIC
1948
SJS Investment Consulting
Ohio
$212K – – –
GM
1949
Granger Management
New York
$211K +$189K +1,053 New
CFO
1950
CVA Family Office
Colorado
$211K -$62.2K -347 -25%
76 77
78
79 80