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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
CIA
276
Concurrent Investment Advisors
Florida
$12M +$563K +2,597 +4%
DBG
277
De Burlo Group
Massachusetts
$12M -$28.3M -130,300 -68%
WW
278
Westshore Wealth
California
$12M -$208K -958 -2%
MWM
279
Meridian Wealth Management
Kentucky
$11.9M -$271K -1,249 -2%
FG
280
Foster Group
Iowa
$11.9M -$1.74M -8,010 -12%
TPWA
281
TRUE Private Wealth Advisors
Oregon
$11.7M -$16.5M -76,162 -56%
VA
282
VestGen Advisors
Illinois
$11.7M +$12.7M +58,765 New
FCP
283
Fidelis Capital Partners
Florida
$11.7M +$2.03M +9,376 +18%
CI
284
Cavalier Investments
Georgia
$11.7M +$7.99M +36,841 +170%
LWMT
285
Legacy Wealth Management (Tennessee)
Tennessee
$11.7M -$130K -598 -1%
PWMAG
286
Pinnacle Wealth Management Advisory Group
New Jersey
$11.5M +$304K +1,403 +2%
CPCPP
287
Canada Post Corporation Pension Plan
Canada
$11.5M – – –
FLPIM
288
F.L. Putnam Investment Management
Massachusetts
$11.4M -$1.38M -6,351 -10%
GF
289
Greenfield FTC
Nevada
$11.4M – – –
HWM
290
HighMark Wealth Management
Minnesota
$11.4M -$252K -1,160 -2%
TPCW
291
TD Private Client Wealth
New York
$11.4M -$829K -3,822 -6%
CFO
292
Callan Family Office
Pennsylvania
$11.4M +$518K +2,386 +4%
QC
293
Quadrature Capital
United Kingdom
$11.2M -$12.8M -58,817 -51%
SFA
294
Sequoia Financial Advisors
Ohio
$11.2M +$55.5K +256 +0.5%
HI
295
Humankind Investments
New York
$11.1M – – –
BBNA
296
Bremer Bank National Association
Minnesota
$11.1M +$113K +523 +1%
KPWS
297
Kestra Private Wealth Services
Texas
$11.1M -$1.03M -4,770 -8%
FTUS
298
Flow Traders U.S.
New York
$10.9M +$11.9M +54,688 New
LPAM
299
Lodestar Private Asset Management
California
$10.8M +$280K +1,290 +2%
ABWM
300
Alpine Bank Wealth Management
Colorado
$10.8M +$11.7M +53,917 New
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