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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
HTC
501
Haverford Trust Company
Pennsylvania
$6.16M +$340K +1,318 +6%
NL
502
NVWM LLC
Pennsylvania
$6.11M +$2.1M +8,135 +49%
USB
503
Union Savings Bank
Connecticut
$6.07M +$49.3K +191 +0.8%
CH
504
Canton Hathaway
Rhode Island
$6.05M – – –
BCG
505
BayBridge Capital Group
California
$6.03M – – –
MCWS
506
McKinley Carter Wealth Services
West Virginia
$6.01M -$289K -1,119 -4%
CFSG
507
Clark Financial Services Group
Missouri
$5.97M -$550K -2,131 -8%
EWA
508
Evolution Wealth Advisors
Florida
$5.96M +$90.5K +351 +1%
MCCA
509
Mill Creek Capital Advisors
Pennsylvania
$5.96M -$30.2K -117 -0.5%
SWM
510
Shepherd Wealth Management
Ohio
$5.95M -$718K -2,782 -12%
WJWM
511
Williams Jones Wealth Management
New York
$5.95M +$230K +890 +4%
TBWA
512
Three Bridge Wealth Advisors
California
$5.93M +$908K +3,520 +17%
WF
513
WinCap Financial
Massachusetts
$5.85M +$315K +1,222 +5%
LWANC
514
Laurel Wealth Advisors (North Carolina)
North Carolina
$5.83M +$1M +3,889 +23%
MFS
515
Madrid Financial Services
California
$5.83M +$6.06M +23,504 New
MAS
516
MPWM Advisory Solutions
Georgia
$5.83M +$71.2K +276 +1%
SWR
517
Spahn Wealth & Retirement
Arizona
$5.81M – – –
MC
518
Mount Capital
United Kingdom
$5.73M – – –
CW
519
CreativeOne Wealth
Kansas
$5.69M -$497K -1,927 -8%
SWRP
520
Summit Wealth & Retirement Planning
California
$5.69M -$115K -447 -2%
ACA
521
Aptus Capital Advisors
Alabama
$5.69M -$24.5M -94,884 -81%
IPW
522
IronBridge Private Wealth
Texas
$5.67M -$9.16M -35,529 -61%
CAMG
523
CWA Asset Management Group
Florida
$5.63M +$729K +2,828 +14%
TCOT
524
Trust Company of Toledo
Ohio
$5.63M -$23K -89 -0.4%
MI
525
Moneywise Inc
Virginia
$5.62M +$5.3M +20,558 +977%
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