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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
BTI
926
Blue Trust Inc
Georgia
$1.07M +$960K +5,206 New
CASB
927
Cape Ann Savings Bank
Massachusetts
$1.06M -$1.84K -10 -0.2%
KHLMVGHM
928
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$1.06M – – –
GIA
929
Guyasuta Investment Advisors
Pennsylvania
$1.06M +$83K +450 +8%
SIA
930
Stegner Investment Associates
Kentucky
$1.06M -$64.3K -349 -5%
RWA
931
Ropes Wealth Advisors
Massachusetts
$1.06M +$16.2K +88 +1%
CAM
932
CenterStar Asset Management
Illinois
$1.05M – – –
FBFS
933
First Business Financial Services
Wisconsin
$1.05M – – –
CCMD
934
Cypress Capital Management (Delaware)
Delaware
$1.05M – – –
LS
935
Leelyn Smith
Illinois
$1.05M +$557K +3,019 +95%
SFS
936
Summit Financial Strategies
Ohio
$1.04M +$1.13M +6,145 New
LK
937
Lumbard & Kellner
New Hampshire
$1.04M -$109K -590 -9%
CAM
938
Crestone Asset Management
Colorado
$1.04M +$720K +3,905 +177%
PGWM
939
Pitti Group Wealth Management
New York
$1.03M +$1.12M +6,069 New
CSPIA
940
Cary Street Partners Investment Advisory
Virginia
$1.03M +$538K +2,917 +93%
PO
941
Private Ocean
California
$1.02M -$12.9K -70 -1%
PWP
942
Pursue Wealth Partners
California
$1.02M – – –
PWM
943
PRW Wealth Management
Massachusetts
$1.01M -$215K -1,165 -16%
CCG
944
Cypress Capital Group
Florida
$1.01M +$37.1K +201 +3%
MMG
945
Monetary Management Group
Missouri
$1.01M -$83K -450 -7%
KA
946
Kovack Advisors
Florida
$1.01M -$356K -1,932 -24%
CCM
947
Colorado Capital Management
Colorado
$1.01M – – –
APP
948
Avantax Planning Partners
Iowa
$1.01M +$57.5K +312 +6%
ACS
949
Archford Capital Strategies
Illinois
$1M -$13.8K -75 -1%
TFF
950
The Family Firm
Maryland
$1M +$3.13K +17 +0.3%
36 37
38
39 40