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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
ONST
826
Old North State Trust
North Carolina
$717K +$118K +789 +14%
CTC
827
Central Trust Company
Missouri
$716K -$49.4K -331 -5%
CC
828
Chicago Capital
Illinois
$714K -$273K -1,828 -23%
BFM
829
Broadview Financial Management
Wisconsin
$712K +$59.5K +399 +7%
CC
830
Cedar Capital
Illinois
$711K -$12.3M -82,331 -93%
CMO
831
Covenant Multifamily Offices
Texas
$711K -$32.1K -215 -3%
SHJ
832
Sharkey, Howes & Javer
Colorado
$710K -$1.27M -8,533 -58%
RWA
833
Ropes Wealth Advisors
Massachusetts
$710K -$493K -3,307 -35%
PO
834
Private Ocean
California
$706K +$10.7K +72 +1%
PAM
835
Private Asset Management
California
$702K +$33.2K +223 +4%
PG
836
Prostatis Group
Maryland
$701K +$64.7K +434 +8%
MWM
837
Mission Wealth Management
California
$692K -$78.6K -527 -8%
HA
838
HYA Advisors
Missouri
$682K +$371K +2,490 +72%
HPWM
839
Highland Private Wealth Management
Washington
$681K -$673K -4,515 -43%
PCG
840
Private Capital Group
Connecticut
$679K -$118K -792 -12%
MMG
841
Monetary Management Group
Missouri
$677K -$421K -2,825 -32%
ST
842
Spinnaker Trust
Maine
$677K -$8.95K -60 -1%
SM
843
Sabby Management
Florida
$675K +$880K +5,900 New
BRWM
844
B. Riley Wealth Management
Tennessee
$673K +$413K +2,767 +89%
TAM
845
Townsend Asset Management
North Carolina
$671K -$94.5K -634 -10%
AWM
846
Apollon Wealth Management
South Carolina
$670K -$290K -1,945 -25%
GLR
847
Great Lakes Retirement
Ohio
$670K +$54.1K +363 +7%
MBTD
848
Mechanics Bank - Trust Department
California
$666K -$169K -1,135 -16%
NP
849
NorthRock Partners
Minnesota
$664K -$186K -1,249 -18%
VSWA
850
Vontobel Swiss Wealth Advisors
Switzerland
$664K – – –
32 33
34
35 36