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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
PGWM
976
Parisi Gray Wealth Management
New Jersey
$1.16M – – –
FBFS
977
First Business Financial Services
Wisconsin
$1.16M – – –
FNB
978
Farmers National Bank
Kentucky
$1.16M – – –
PPC
979
Park Place Capital
Alabama
$1.16M -$53K -297 -5%
EL
980
EQ LLC
Washington
$1.16M -$37.4K -210 -3%
CCM
981
Colorado Capital Management
Colorado
$1.16M +$1.6K +9 +0.1%
CFO
982
Collective Family Office
Pennsylvania
$1.15M -$168K -942 -13%
MBFW
983
Morton Brown Family Wealth
Pennsylvania
$1.15M -$1.6K -9 -0.1%
TFF
984
The Family Firm
Maryland
$1.15M +$27.8K +156 +3%
SI
985
Saxon Interests
Texas
$1.15M -$600K -3,365 -35%
AMCA
986
Arthur M. Cohen & Associates
Illinois
$1.15M +$930K +5,216 +567%
9WM
987
9258 Wealth Management
Ohio
$1.15M -$295K -1,657 -21%
MOS
988
MGO One Seven
Ohio
$1.15M +$651K +3,651 +148%
SCM
989
SCS Capital Management
Massachusetts
$1.14M – – –
SWM
990
SigFig Wealth Management
California
$1.14M +$32.8K +184 +3%
TWC
991
TD Waterhouse Canada
Ontario, Canada
$1.13M +$139K +780 +15%
MMG
992
Monetary Management Group
Missouri
$1.13M +$43.7K +245 +4%
AWM
993
Avior Wealth Management
Nebraska
$1.13M -$311K -1,742 -22%
MFS
994
Mirabella Financial Services
United Kingdom
$1.13M -$336K -1,887 -24%
BCM
995
BlueCrest Capital Management
Jersey
$1.12M +$357K +2,000 +50%
CIA
996
Choate Investment Advisors
Massachusetts
$1.12M -$407K -2,285 -28%
IGWM
997
ICA Group Wealth Management
Colorado
$1.12M +$411K +2,307 +63%
PCA
998
Pallas Capital Advisors
Massachusetts
$1.12M -$7.25M -40,657 -88%
GKWIM
999
Gerber Kawasaki Wealth & Investment Management
California
$1.11M +$158K +885 +17%
EIG
1000
Ellenbecker Investment Group
Wisconsin
$1.11M +$9.63K +54 +0.9%
38 39
40
41 42