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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
BWL
1976
Bogart Wealth LLC
Virginia
$92.1K -$9.09K -45 -9%
NECFA
1977
New England Capital Financial Advisors
Connecticut
$91.3K +$202 +1 +0.2%
CIR
1978
Clear Investment Research
Georgia
$90.1K -$8.69K -43 -9%
GIP
1979
Granite Investment Partners
California
$90.1K +$87.7K +434 +4,340%
SWM
1980
Sanctuary Wealth Management
Idaho
$89.9K – – –
NOI
1981
Newton One Investments
Delaware
$87.5K – – –
PWMA
1982
Pension & Wealth Management Advisors
Massachusetts
$87.3K +$202 +1 +0.2%
RCM
1983
Rain Capital Management
Oregon
$85.8K – – –
BG
1984
Bollard Group
Massachusetts
$85K – – –
AWM
1985
Abound Wealth Management
Tennessee
$82.2K -$1.62K -8 -2%
FPFS
1986
First Personal Financial Services
North Carolina
$82.2K -$3.03K -15 -4%
PCFFS
1987
Pacific Center for Financial Services
California
$81.8K – – –
WIM
1988
Westside Investment Management
California
$81.2K – – –
SC
1989
Skylands Capital
Wisconsin
$81.2K – – –
CAS
1990
Coppell Advisory Solutions
Texas
$81.2K +$80.8K +400 New
IC
1991
Innealta Capital
Texas
$80.3K +$80K +396 New
FPF
1992
First Pacific Financial
Washington
$79.3K -$4.85K -24 -6%
ATC
1993
Advantage Trust Company
Kansas
$78.9K – – –
ACA
1994
American Capital Advisory
Idaho
$78.5K -$142K -701 -64%
CT
1995
Clearstead Trust
Maine
$77.7K – – –
EWA
1996
Elevate Wealth Advisory
Georgia
$76K +$202 +1 +0.3%
MCM
1997
Mill Capital Management
North Carolina
$73.4K – – –
HCP
1998
Hexagon Capital Partners
Arkansas
$72K +$19.2K +95 +37%
CICI
1999
Capital Investment Counsel Inc
North Carolina
$71.2K – – –
LTI
2000
Laffer Tengler Investments
Tennessee
$71K – – –
78 79
80
81 82