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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
SWA
2151
Strategies Wealth Advisors
Michigan
$321K -$13.2K -47 -4%
MNBTD
2152
Moody National Bank Trust Division
Texas
$320K -$2.74M -9,760 -90%
CIA
2153
CCM Investment Advisers
South Carolina
$319K +$298K +1,062 New
VAMG
2154
Voisard Asset Management Group
Michigan
$319K – – –
EAN
2155
Excelsior Advisor Network
Colorado
$319K +$298K +1,060 New
BW
2156
BXM Wealth
Colorado
$318K +$12.6K +45 +4%
FFA
2157
Founders Financial Alliance
North Carolina
$318K +$153K +544 +106%
PWM
2158
Peterson Wealth Management
Nevada
$318K -$8.15K -29 -3%
SBF
2159
Sara-Bay Financial
Florida
$317K +$281 +1 +0.1%
WCM
2160
Wealthcare Capital Management
Virginia
$317K -$13.5K -48 -4%
OC
2161
Oarsman Capital
Wisconsin
$317K -$10.1K -36 -3%
UCB
2162
United Community Bank
South Carolina
$316K -$9.84K -35 -3%
CCM
2163
Collar Capital Management
Wisconsin
$315K -$115K -408 -28%
UA
2164
URS Advisory
Florida
$314K +$294K +1,045 New
AEPWM
2165
Atlantic Edge Private Wealth Management
Florida
$314K -$28.1K -100 -9%
COI
2166
Connable Office Inc
Michigan
$314K – – –
PFA
2167
Pathway Financial Advisors
Vermont
$313K – – –
LFASL
2168
Lugano Financial Advisors SA (LFA)
Switzerland
$313K +$69.4K +247 +31%
FPCG
2169
Forum Private Client Group
Indiana
$313K -$22.5K -80 -7%
V
2170
ViaWealth
Kansas
$313K – – –
AFS
2171
Access Financial Services
Minnesota
$313K – – –
PNAA
2172
Pictet North America Advisors
Switzerland
$311K – – –
TLA
2173
Tanglewood Legacy Advisors
Texas
$311K – – –
VH
2174
Visionary Horizons
Tennessee
$311K +$11K +39 +4%
SGI
2175
Summit Global Investments
Utah
$311K -$2.53K -9 -0.9%
85 86
87
88 89