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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
1026
Cabot Wealth Management
Massachusetts
$261K – – –
FIB
1027
First Interstate Bank
Montana
$260K -$4.63K -30 -2%
BA
1028
Baugh & Associates
Georgia
$259K – – –
BAM
1029
Brave Asset Management
New Jersey
$258K +$263K +1,700 New
SS
1030
Sunbelt Securities
Texas
$257K -$94.1K -609 -26%
SG
1031
StoneX Group
New York
$257K +$11.4K +74 +5%
CF
1032
Corrigan Financial
Rhode Island
$257K -$23.3K -151 -8%
CCG
1033
Cypress Capital Group
Florida
$256K -$13.9K -90 -5%
OIA
1034
OneDigital Investment Advisors
Kansas
$254K +$309 +2 +0.1%
PK
1035
Pflug Koory
Nebraska
$253K – – –
RWP
1036
RWA Wealth Partners
Massachusetts
$252K -$58.2K -377 -19%
MCM
1037
Maple Capital Management
Vermont
$251K -$236K -1,525 -48%
CAG
1038
Crestwood Advisors Group
Massachusetts
$251K +$4.01K +26 +2%
IIC
1039
Ironwood Investment Counsel
Arizona
$250K -$358K -2,316 -58%
WIP
1040
Wellesley Investment Partners
Massachusetts
$249K +$254K +1,644 New
CF
1041
Centaurus Financial
California
$248K -$305K -1,975 -55%
FFA
1042
First Foundation Advisors
California
$248K -$77.2K -500 -23%
SCA
1043
Stillwater Capital Advisors
Pennsylvania
$248K -$6.02K -39 -2%
FIM
1044
Freedom Investment Management
Connecticut
$248K +$16.4K +106 +7%
TAM
1045
Trillium Asset Management
Massachusetts
$248K +$253K +1,636 New
WP
1046
WealthShield Partners
North Carolina
$247K -$20.5K -133 -8%
MFW
1047
Mosaic Family Wealth
Missouri
$247K – – –
PFM
1048
Probabilities Fund Management
New York
$247K +$9.88K +64 +4%
DA
1049
Doliver Advisors
Texas
$247K +$251K +1,625 New
RA
1050
RFG Advisory
Alabama
$247K +$251K +1,626 New
40 41
42
43 44