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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
MKC
1051
M. Kraus & Co
Vermont
$988K +$260K +1,277 +36%
WTB
1052
Washington Trust Bank
Washington
$983K +$24.5K +120 +3%
H
1053
HoyleCohen
California
$981K -$31K -152 -3%
IAIM
1054
International Assets Investment Management
Florida
$973K -$462K -2,263 -32%
HA
1055
HFG Advisors
Ohio
$971K +$27.7K +136 +3%
APW
1056
Acima Private Wealth
Virginia
$971K +$225K +1,103 +30%
MPCG
1057
Matrix Private Capital Group
New York
$965K -$100K -490 -9%
AF
1058
AtlasMark Financial
Texas
$965K – – –
RG
1059
Retirement Group
California
$963K -$1.34M -6,561 -58%
BFM
1060
Broadview Financial Management
Wisconsin
$962K +$1.84K +9 +0.2%
TRIA
1061
Trail Ridge Investment Advisors
Colorado
$956K -$90.8K -445 -9%
MFGP
1062
Marshall Financial Group (Pennsylvania)
Pennsylvania
$950K -$112K -547 -11%
GJIC
1063
Gamble Jones Investment Counsel
California
$950K – – –
WPP
1064
Whalerock Point Partners
Rhode Island
$948K – – –
PWP
1065
Perfromance Wealth Partners
Illinois
$948K -$12.2K -60 -1%
EWA
1066
Exencial Wealth Advisors
Oklahoma
$948K +$24.5K +120 +3%
TDC
1067
Thompson Davis & Co
Virginia
$948K +$64.3K +315 +7%
TP
1068
Tranquility Partners
Tennessee
$944K +$67.9K +333 +8%
AFO
1069
Allie Family Office
Florida
$943K – – –
FPAS
1070
Focus Partners Advisor Solutions
Missouri
$943K +$936K +4,589 New
AAM
1071
Ameraudi Asset Management
New York
$937K -$9.79K -48 -1%
LA
1072
Latitude Advisors
Florida
$937K +$122K +596 +15%
BFA
1073
Bragg Financial Advisors
North Carolina
$933K +$83.2K +408 +10%
SS
1074
Sunbelt Securities
Texas
$927K -$97.5K -478 -10%
BHWM
1075
Beaird Harris Wealth Management
Texas
$926K – – –
41 42
43
44 45