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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
MRCM
701
M&R Capital Management
New Jersey
$1.27M -$323K -2,167 -19%
SCM
702
Shelton Capital Management
Colorado
$1.27M -$802K -5,373 -36%
LA
703
Legacy Advisors
Pennsylvania
$1.27M +$191K +1,278 +16%
AI
704
ArchPoint Investors
Florida
$1.26M +$1.33M +8,900 +1,618%
TCPWM
705
Traverso Chambers Private Wealth Management
California
$1.26M +$1.41M +9,446 New
FWP
706
FAS Wealth Partners
Kansas
$1.26M +$33.3K +223 +2%
HCM
707
Hollencrest Capital Management
California
$1.26M – – –
CCG
708
Chatham Capital Group
Georgia
$1.25M +$448 +3 +0%
SBWM
709
Sunflower Bank Wealth Management
Arizona
$1.24M -$1.18M -7,932 -46%
UFF
710
USA Financial Formulas
Michigan
$1.24M +$167K +1,116 +18%
BCA
711
Berman Capital Advisors
Georgia
$1.24M -$529K -3,548 -28%
PWG
712
Private Wealth Group
Florida
$1.24M -$1.47M -9,866 -52%
KWM
713
Kingsview Wealth Management
Oregon
$1.24M -$237K -1,587 -15%
RWM
714
RKL Wealth Management
Pennsylvania
$1.24M +$14.9K +100 +1%
RHJA
715
Rice Hall James & Associates
California
$1.23M +$734K +4,919 +115%
FA
716
Fagan Associates
New York
$1.23M -$38.3K -257 -3%
LB
717
Legacy Bridge
Iowa
$1.22M +$1.36M +9,104 New
SSG
718
Summit Securities Group
New York
$1.22M +$1.36M +9,100 New
CCT
719
Capital City Trust
Florida
$1.21M +$44.8K +300 +3%
RWA
720
Ropes Wealth Advisors
Massachusetts
$1.21M -$11.9K -80 -0.9%
PAM
721
Panagora Asset Management
Massachusetts
$1.2M -$311K -2,087 -19%
SC
722
SouthState Corp
Florida
$1.2M +$84.3K +565 +7%
MA
723
Mutual Advisors
Nebraska
$1.19M -$1.07M -7,154 -45%
AFM
724
Abbot Financial Management
Massachusetts
$1.18M +$310K +2,080 +31%
RWM
725
Reston Wealth Management
Virginia
$1.18M +$1.32M +8,841 New
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