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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
JWM
2176
JFG Wealth Management
Colorado
$229K +$1.14K +5 +0.5%
LFA
2177
Lauterbach Financial Advisors
Texas
$229K -$1.82K -8 -0.8%
PNAA
2178
Pictet North America Advisors
Switzerland
$229K – – –
CCP
2179
Cassia Capital Partners
North Carolina
$229K +$236K +1,035 New
PCMC
2180
Private Capital Management (Colorado)
Colorado
$229K -$29.9K -131 -11%
AT
2181
American Trust
Kentucky
$228K +$235K +1,032 New
UIM
2182
Unified Investment Management
Georgia
$227K +$234K +1,028 New
RWS
2183
Retirement Wealth Solutions
Wisconsin
$227K +$239K +1,047 New
ACA
2184
Aspire Capital Advisors
Washington
$227K +$228 +1 +0.1%
MWM
2185
Maltin Wealth Management
New Jersey
$226K -$14.1K -62 -6%
MLRA
2186
Main Line Retirement Advisors
Montana
$226K +$684 +3 +0.3%
VCM
2187
Versant Capital Management
Arizona
$226K -$28.7K -126 -11%
TI
2188
Trexquant Investment
Connecticut
$226K -$664K -2,911 -74%
EWM
2189
Executive Wealth Management
Michigan
$225K -$156K -682 -40%
NQWM
2190
Northwest Quadrant Wealth Management
Oregon
$225K +$232K +1,017 New
RMC
2191
Ring Mountain Capital
California
$224K +$231K +1,014 New
CA
2192
Crumly & Associates
Illinois
$223K +$1.82K +8 +0.8%
MFS
2193
McNamara Financial Services
Massachusetts
$223K -$40.6K -178 -15%
NAS
2194
Nicolet Advisory Services
Wisconsin
$223K +$235K +1,029 New
SCA
2195
Sulzberger Capital Advisors
Florida
$223K +$230K +1,008 New
KPP
2196
Kings Path Partners
Texas
$223K +$154K +677 +205%
VHAM
2197
Van Hulzen Asset Management
California
$222K +$229K +1,004 New
GP
2198
Guardian Partners
Canada
$222K +$228K +1,000 New
PWM
2199
PBMares Wealth Management
Virginia
$221K – – –
1W
2200
1776 Wealth
Georgia
$221K – – –
86 87
88
89 90