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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
SMFG
1951
Sumitomo Mitsui Financial Group
Japan
$6.63K – – –
FA
1952
Fortis Advisors
Pennsylvania
$6.63K +$6.76K +38 New
LIA
1953
Luken Investment Analytics
Tennessee
$6.63K +$6.76K +38 New
FRA
1954
Front Row Advisors
California
$6K – – –
WOC
1955
West Oak Capital
California
$6K – – –
YAL
1956
Your Advocates Ltd
Texas
$4.88K – – –
AA
1957
Addison Advisors
Vermont
$4.36K +$4.45K +25 New
GFWA
1958
Grey Fox Wealth Advisors
Delaware
$4.18K +$4.27K +24 New
CA
1959
Centerpoint Advisors
Massachusetts
$4K +$178 +1 +5%
LAM
1960
Lakewood Asset Management
Illinois
$4K +$4.09K +23 New
NMG
1961
New Millennium Group
Utah
$3.21K – – –
AP
1962
Arlington Partners
Alabama
$3.14K -$11.6K -65 -78%
IHWM
1963
Iron Horse Wealth Management
Iowa
$3K +$2.67K +15 New
NC
1964
NewSquare Capital
Pennsylvania
$2.96K – – –
BFA
1965
BBJS Financial Advisors
Washington
$2.82K +$2.85K +16 New
BC
1966
Barrett & Company
Rhode Island
$2.79K – – –
GMA
1967
Glassy Mountain Advisors
Maryland
$2.79K +$2.85K +16 New
RWM
1968
Ruedi Wealth Management
Illinois
$2.79K +$2.85K +16 New
MSFP
1969
Mark Sheptoff Financial Planning
Connecticut
$2.27K – – –
TC
1970
Trust Company
Kansas
$2K – – –
KOMWMG
1971
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$2K +$1.78K +10 New
WPWM
1972
Western Pacific Wealth Management
Illinois
$1.74K +$1.78K +10 New
SIS
1973
Sound Income Strategies
Florida
$1.06K – – –
WA
1974
WestEnd Advisors
North Carolina
$1.05K -$9.43K -53 -90%
KM
1975
Kalos Management
Georgia
$1.05K +$1.07K +6 New
77 78
79
80 81