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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
AWA
926
Aaron Wealth Advisors
Illinois
$2.71M – – –
IC
927
Innealta Capital
Texas
$2.7M – – –
VIP
928
Value Investment Professionals
New York
$2.7M +$2.53M +8,986 New
OCG
929
Opus Capital Group
Ohio
$2.7M -$20.5K -73 -0.8%
OFG
930
Oxford Financial Group
Indiana
$2.7M +$158K +564 +7%
GEA
931
Glen Eagle Advisors
New Jersey
$2.7M -$7.59K -27 -0.3%
MC
932
Mathes Company
New York
$2.69M -$16.9K -60 -0.7%
CWA
933
Consilio Wealth Advisors
Washington
$2.69M +$3.93K +14 +0.2%
PWW
934
Pettyjohn Wood & White
Virginia
$2.69M +$170K +605 +7%
PAS
935
PKS Advisory Services
New York
$2.66M +$27K +96 +1%
DIM
936
Delta Investment Management
California
$2.66M -$105K -375 -4%
GFP
937
Gryphon Financial Partners
Ohio
$2.66M -$1.16M -4,111 -32%
MFC
938
Mechanics Financial Corp
Ohio
$2.66M -$70.3K -250 -3%
AWM
939
Angeles Wealth Management
California
$2.66M +$679K +2,418 +38%
AO
940
Advisor OS
Illinois
$2.65M -$158K -563 -6%
TWM
941
Tradition Wealth Management
Minnesota
$2.65M -$58.2K -207 -2%
TWP
942
Tempus Wealth Planning
California
$2.64M +$8.43K +30 +0.3%
BBI
943
Baxter Bros Inc
Connecticut
$2.63M – – –
FWMP
944
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$2.63M +$18.3K +65 +0.7%
CFO
945
Cambient Family Office
Michigan
$2.63M +$449K +1,599 +22%
RWP
946
RWA Wealth Partners
Massachusetts
$2.62M +$376K +1,338 +18%
BCA
947
Bay Colony Advisors
Massachusetts
$2.6M +$90.8K +323 +4%
ITIM
948
Indiana Trust & Investment Management
Indiana
$2.59M -$32K -114 -1%
PCM
949
Parsons Capital Management
Rhode Island
$2.59M +$886K +3,152 +58%
MFS
950
Miller Financial Services
Michigan
$2.59M -$268K -952 -10%
36 37
38
39 40