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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
NCM
1076
Next Capital Management
New York
$351K +$457K +3,064 New
GL
1077
Graypoint LLC
New York
$351K +$458K +3,074 New
GLLW
1078
Graves Light Lenhart Wealth
Virginia
$350K – – –
CL
1079
CIM LLC
New York
$345K +$2.38K +16 +0.5%
LP
1080
LGL Partners
Pennsylvania
$344K +$2.83K +19 +0.6%
WCM
1081
Washburn Capital Management
Florida
$343K -$124K -830 -22%
NGA
1082
Naples Global Advisors
Florida
$343K -$67.1K -450 -13%
PFA
1083
Pettinga Financial Advisors
Indiana
$343K -$7.46K -50 -2%
SDWIA
1084
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$343K – – –
RIS
1085
Retirement Income Solutions
Michigan
$341K -$638K -4,277 -59%
BS
1086
Boenning & Scattergood
Pennsylvania
$341K -$149 -1 -0%
AIC
1087
Ayalon Insurance Company
Israel
$341K – – –
UR
1088
USCA RIA
Texas
$340K -$581K -3,899 -57%
BDF
1089
Balasa Dinverno & Foltz
$339K -$77.7K -521 -15%
RWM
1090
Reston Wealth Management
Virginia
$337K -$234K -1,571 -35%
LWCFA
1091
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$337K – – –
SVWAG
1092
Sound View Wealth Advisors Group
Georgia
$336K -$75.4K -506 -15%
UWM
1093
USAdvisors Wealth Management
Minnesota
$336K -$4.92K -33 -1%
CWM
1094
Calamos Wealth Management
Illinois
$334K -$122K -821 -22%
ZB
1095
Zions Bancorporation
Utah
$334K -$31.5K -211 -7%
NFG
1096
NewFocus Financial Group
Washington
$334K +$34.4K +231 +9%
PA
1097
Procyon Advisors
Connecticut
$334K +$72.9K +489 +20%
AUB
1098
Atlantic Union Bankshares
Virginia
$333K -$262K -1,757 -38%
LA
1099
Lynch & Associates
Indiana
$333K +$49.8K +334 +13%
BCM
1100
Brookstone Capital Management
Illinois
$332K -$942K -6,317 -69%
42 43
44
45 46