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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
HTC
851
Haverford Trust Company
Pennsylvania
$575K -$674K -4,214 -55%
BDF
852
Balasa Dinverno & Foltz
$573K -$21.4K -134 -4%
AIIMS
853
Analyst IMS Investment Management Services
Israel
$573K – – –
FANJ
854
Financial Architects (New Jersey)
New Jersey
$573K +$23.5K +147 +4%
SIAS
855
Shine Investment Advisory Services
Colorado
$571K +$4.8K +30 +0.9%
WKWM
856
Walter & Keenan Wealth Management
Indiana
$570K +$265K +1,654 +90%
MPI
857
Mairs & Power Inc
Minnesota
$569K – – –
BAM
858
Belpointe Asset Management
Nevada
$564K +$550K +3,441 New
CA
859
Cynosure Advisors
Utah
$563K – – –
KL
860
KWMG LLC
Kansas
$561K -$1.12K -7 -0.2%
CT
861
CMT Trading
Illinois
$558K +$545K +3,406 New
MWM
862
Mission Wealth Management
California
$557K +$104K +647 +23%
LA
863
Lynch & Associates
Indiana
$555K +$58.2K +364 +12%
RW
864
REDW Wealth
New Mexico
$555K +$81.4K +509 +18%
GWS
865
Glassman Wealth Services
Virginia
$554K -$32K -200 -6%
FFS
866
Founders Financial Securities
Maryland
$554K +$28.6K +179 +6%
MGIA
867
Matthew Goff Investment Advisor
Texas
$553K +$728K +4,553 New
HI
868
Horizon Investments
North Carolina
$552K +$28.6K +179 +6%
VCAM
869
Van Cleef Asset Management
Ohio
$547K – – –
FAM
870
Flaharty Asset Management
Florida
$541K -$5.28K -33 -1%
LJAC
871
L.J. Altfest & Co
New York
$541K – – –
AFC
872
AFT Forsyth & Company
Florida
$540K +$36.8K +230 +8%
EWM
873
Empirical Wealth Management
Washington
$536K -$10.9K -68 -2%
CAM
874
Concorde Asset Management
Michigan
$529K +$150K +940 +41%
PFC
875
Poplar Forest Capital
California
$528K -$18.4K -115 -3%
33 34
35
36 37