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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
BFA
2051
Beaumont Financial Advisors
Massachusetts
$217K +$21.9K +101 +10%
PP
2052
PDS Planning
Ohio
$217K -$6.29K -29 -3%
PWP
2053
Precedent Wealth Partners
Texas
$217K +$236K +1,086 New
CWA
2054
Continuum Wealth Advisors
New York
$215K – – –
SFGP
2055
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$214K -$114K -524 -33%
RMC
2056
Ring Mountain Capital
California
$214K +$13.2K +61 +6%
EHC
2057
Everett Harris & Co
California
$214K -$6.51K -30 -3%
WTB
2058
Washington Trust Bank
Washington
$214K -$844K -3,893 -78%
EE
2059
EWG Elevate
California
$213K -$2.29M -10,535 -91%
CIA
2060
Cladis Investment Advisory
Montana
$213K – – –
AWM
2061
Ariadne Wealth Management
California
$213K – – –
PWM
2062
PBMares Wealth Management
Virginia
$213K +$14.1K +65 +7%
TWG
2063
The Wealth Group
Minnesota
$212K – – –
RF
2064
Robinswood Financial
Washington
$212K +$434 +2 +0.2%
TCM
2065
Tassel Capital Management
North Carolina
$211K +$230K +1,059 New
CWM
2066
Cabot Wealth Management
Massachusetts
$211K – – –
SIC
2067
SJS Investment Consulting
Ohio
$210K – – –
AIA
2068
Armor Investment Advisors
North Carolina
$210K – – –
CIP
2069
Capital Insight Partners
Arizona
$209K -$16.3K -75 -7%
DSC
2070
Duncker Streett & Co
Missouri
$209K -$130K -598 -36%
PFA
2071
Pathway Financial Advisors
Vermont
$209K – – –
FWM
2072
FSA Wealth Management
Massachusetts
$208K -$13K -60 -5%
LFA
2073
Lauterbach Financial Advisors
Texas
$207K – – –
PNAA
2074
Pictet North America Advisors
Switzerland
$207K – – –
CCP
2075
Cassia Capital Partners
North Carolina
$206K – – –
81 82
83
84 85