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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
LJAC
951
L.J. Altfest & Co
New York
$514K +$448 +3 +0.1%
OSNBOA
952
Old Second National Bank of Aurora
Illinois
$511K – – –
AT
953
Arden Trust
Delaware
$509K – – –
SCA
954
Stokes Capital Advisors
South Carolina
$508K -$70.3K -471 -11%
SAM
955
Symphony Asset Management
California
$505K +$563K +3,771 New
WTB
956
Washington Trust Bank
Washington
$503K -$93.7K -628 -14%
EP
957
Edgestream Partners
New Jersey
$503K -$72.7K -487 -11%
OAM
958
Occidental Asset Management
California
$503K – – –
WKWM
959
Walter & Keenan Wealth Management
Indiana
$503K +$40.3K +270 +8%
OWP
960
Obermeyer Wealth Partners
Colorado
$503K +$97K +650 +21%
NGA
961
Naples Global Advisors
Florida
$502K +$49.8K +334 +11%
GP
962
Gresham Partners
Illinois
$499K – – –
MMHP
963
Murphy Middleton Hinkle & Parker
Georgia
$499K +$1.34K +9 +0.2%
KCM
964
Kendall Capital Management
Maryland
$498K +$555K +3,717 New
CB
965
CNB Bank
Pennsylvania
$497K +$389K +2,604 +234%
SFSIG
966
San Francisco Sentry Investment Group
California
$496K -$11.9K -80 -2%
HFA
967
Hoover Financial Advisors
Pennsylvania
$496K +$553K +3,705 New
TIA
968
Tiemann Investment Advisors
California
$492K – – –
CSM
969
CAMG Solamere Management
North Carolina
$490K +$149K +1,001 +38%
AAS
970
Annex Advisory Services
Wisconsin
$490K +$209K +1,400 +62%
NIM
971
Nicollet Investment Management
Minnesota
$489K – – –
PMG
972
Private Management Group
California
$487K – – –
SIAS
973
Shine Investment Advisory Services
Colorado
$487K +$22.4K +150 +4%
FLA
974
Financial Life Advisors
Texas
$486K +$22.7K +152 +4%
MSWMA
975
Market Street Wealth Management Advisors
Indiana
$486K +$542K +3,630 New
37 38
39
40 41