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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
PNAA
1951
Pictet North America Advisors
Switzerland
$229K – – –
BFWM
1952
Bright Futures Wealth Management
New York
$228K +$221K +1,032 New
JWM
1953
JFG Wealth Management
Colorado
$228K +$221K +1,033 New
UB
1954
Umpqua Bank
Oregon
$227K -$1.93K -9 -0.9%
ACA
1955
Aspire Capital Advisors
Washington
$226K +$219K +1,025 New
MLRA
1956
Main Line Retirement Advisors
Montana
$225K +$642 +3 +0.3%
MAM
1957
Milestone Asset Management
Pennsylvania
$224K -$26.1K -122 -11%
VPP
1958
Vertex Planning Partners
Illinois
$224K -$1.28K -6 -0.6%
SAM
1959
Smartleaf Asset Management
Massachusetts
$223K +$21.8K +102 +11%
SCP
1960
Sandhill Capital Partners
New York
$223K +$216K +1,010 New
LAM
1961
LifePro Asset Management
California
$223K -$10.3K -48 -5%
GWS
1962
Glassman Wealth Services
Virginia
$223K -$65.9K -308 -23%
CA
1963
Crumly & Associates
Illinois
$222K +$215K +1,003 New
PWM
1964
PBMares Wealth Management
Virginia
$221K – – –
1W
1965
1776 Wealth
Georgia
$221K – – –
TC
1966
Tenret Company
Florida
$221K – – –
KMWM
1967
Keudell/Morrison Wealth Management
Oregon
$221K – – –
MSG
1968
Main Street Group
Virginia
$220K -$32.1K -150 -13%
SCM
1969
Schnieders Capital Management
California
$219K – – –
GHA
1970
GW Henssler & Associates
Georgia
$219K -$28.2K -132 -12%
HTIM
1971
Harbour Trust & Investment Management
Indiana
$217K +$210K +983 New
CIG
1972
Cascade Investment Group
Colorado
$217K -$7.28K -34 -3%
EWS
1973
Eagle Wealth Strategies
New Jersey
$216K -$15.2K -71 -7%
JAG
1974
Journey Advisory Group
Kentucky
$216K -$11.1K -52 -5%
BFA
1975
Beaumont Financial Advisors
Massachusetts
$215K -$48.6K -227 -19%
77 78
79
80 81