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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
CT
1051
Caldwell Trust
Florida
$806K +$125K +677 +18%
PWP
1052
Perfromance Wealth Partners
Illinois
$806K – – –
EHAM
1053
Eagle Harbor Asset Management
Washington
$805K – – –
CHA
1054
Carmichael Hill & Associates
Maryland
$805K – – –
FAAM
1055
First Ascent Asset Management
Colorado
$804K -$86.2K -468 -9%
KCM
1056
KLK Capital Management
California
$802K +$7.92K +43 +1%
RLWM
1057
RF&L Wealth Management
Massachusetts
$801K -$21.9K -119 -3%
MFGP
1058
Marshall Financial Group (Pennsylvania)
Pennsylvania
$801K -$28.5K -155 -3%
CHJWM
1059
Carlton Hofferkamp & Jenks Wealth Management
Texas
$799K -$97.6K -530 -10%
EGA
1060
E&G Advisors
Texas
$797K -$188K -1,020 -19%
MFC
1061
Morris Financial Concepts
South Carolina
$796K -$27.4K -149 -3%
IIM
1062
InTrack Investment Management
Vermont
$791K -$638K -3,463 -43%
CB
1063
Cadence Bank
Mississippi
$788K +$27.2K +148 +3%
CWM
1064
Concentric Wealth Management
California
$788K +$206K +1,121 +34%
VCP
1065
Vista Capital Partners
Oregon
$786K +$237K +1,285 +41%
CA
1066
CSM Advisors
Pennsylvania
$785K -$24.2M -131,300 -97%
NRA
1067
NSI Retail Advisors
Pennsylvania
$785K -$24.2M -131,300 -97%
PCM
1068
Penn Capital Management
Pennsylvania
$784K -$84.7K -460 -9%
PBF
1069
Petix & Botte Financial
California
$782K +$807K +4,381 New
JFG
1070
JDM Financial Group
Texas
$781K -$18.6K -101 -2%
BFM
1071
Broadview Financial Management
Wisconsin
$781K -$6.44K -35 -0.8%
PWW
1072
Pettyjohn Wood & White
Virginia
$780K +$14.4K +78 +2%
MRWM
1073
ML&R Wealth Management
Texas
$779K – – –
WPP
1074
Whalerock Point Partners
Rhode Island
$776K – – –
AAM
1075
Ameraudi Asset Management
New York
$774K +$184 +1 +0%
41 42
43
44 45