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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
CF
1051
Centaurus Financial
California
$408K +$337K +2,185 +497%
BFO
1052
Biltmore Family Office
North Carolina
$406K – – –
WIP
1053
Wellesley Investment Partners
Massachusetts
$406K +$71.8K +466 +22%
MC
1054
Miramar Capital
Illinois
$404K -$15.4K -100 -4%
SWRP
1055
Summit Wealth & Retirement Planning
California
$402K -$94.2K -611 -19%
LA
1056
Lynch & Associates
Indiana
$401K – – –
AIP
1057
Almanack Investment Partners
Pennsylvania
$400K +$28.8K +187 +8%
BAM
1058
Baldrige Asset Management
Pennsylvania
$399K -$2.62K -17 -0.7%
LC
1059
LCNB Corp
Ohio
$398K +$29.8K +193 +8%
MC
1060
Martin & Co
Tennessee
$396K -$3.08K -20 -0.8%
KPCM
1061
Kings Point Capital Management
New York
$396K +$6.63K +43 +2%
HFA
1062
Huber Financial Advisors
Illinois
$393K -$71.2K -462 -15%
BWA
1063
BlueSky Wealth Advisors
North Carolina
$391K +$180K +1,165 +86%
BMM
1064
Buffington Mohr McNeal
Idaho
$390K – – –
DCM
1065
Dupont Capital Management
Delaware
$389K +$385K +2,500 New
VAS
1066
Vestmark Advisory Solutions
Massachusetts
$386K -$240K -1,555 -39%
GIP
1067
Granite Investment Partners
California
$386K +$66.1K +429 +21%
FPFS
1068
First Personal Financial Services
North Carolina
$383K -$15.4K -100 -4%
DBRC
1069
D.B. Root & Company
Pennsylvania
$383K +$15.4K +100 +4%
AW
1070
ACG Wealth
Georgia
$382K -$21K -136 -5%
TFS
1071
TrustCore Financial Services
Tennessee
$374K +$198K +1,286 +115%
SG
1072
StoneX Group
New York
$373K -$284K -1,844 -43%
MAS
1073
Madden Advisory Services
Florida
$373K – – –
PWW
1074
Pettyjohn Wood & White
Virginia
$373K – – –
RA
1075
RFG Advisory
Alabama
$373K +$369K +2,397 New
41 42
43
44 45