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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
2251
Palacios Wealth Management
Florida
$202K +$205K +897 New
BOC
2252
Blue Oak Capital
California
$201K +$207K +910 New
PA
2253
Persium Advisors
Georgia
$201K +$207K +910 New
SFFS
2254
Stonehage Fleming Financial Services
Jersey
$201K +$207K +910 New
ETS
2255
ESL Trust Services
New York
$201K – – –
NCM
2256
Nelson Capital Management
California
$200K – – –
B
2257
Birchbrook
Maine
$200K – – –
FDW
2258
Fourth Dimension Wealth
Ohio
$199K +$205K +899 New
GWSG
2259
GPS Wealth Strategies Group
Colorado
$195K – – –
CFD
2260
Creative Financial Designs
Indiana
$192K +$122K +536 +160%
HCP
2261
Hexagon Capital Partners
Arkansas
$192K +$118K +517 +147%
GJIA
2262
Glass Jacobson Investment Advisors
Maryland
$190K – – –
EW
2263
Element Wealth
Mississippi
$188K +$78.4K +344 +68%
IWA
2264
Icon Wealth Advisors
Texas
$186K +$192K +840 New
OPTFSNA
2265
Old Point Trust & Financial Services N A
Virginia
$183K +$189K +830 New
AWM
2266
Aberdeen Wealth Management
Illinois
$181K – – –
MHR
2267
Matthew Hamilton Rosenberg
$178K – – –
FCG
2268
Financial Connections Group
California
$178K – – –
WFA
2269
West Financial Advisors
Iowa
$178K +$41K +180 +29%
TCPG
2270
Trivant Custom Portfolio Group
California
$177K – – –
PWMA
2271
Pension & Wealth Management Advisors
Massachusetts
$177K +$141K +620 +348%
GWS
2272
Glassman Wealth Services
Virginia
$174K -$50.8K -223 -22%
WBC
2273
West Branch Capital
Massachusetts
$171K -$23.7K -104 -12%
SH
2274
SLT Holdings
Arizona
$169K +$175K +766 New
CFP
2275
Comprehensive Financial Planning
Pennsylvania
$167K +$173K +757 New
89 90
91
92 93