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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
FPS
1101
Fieldpoint Private Securities
Connecticut
$703K -$1.81M -9,825 -70%
AGP
1102
Autumn Glory Partners
Texas
$701K -$262K -1,423 -26%
FIB
1103
First Interstate Bank
Montana
$701K +$434K +2,357 +132%
KWM
1104
Kaydan Wealth Management
Michigan
$700K -$6.08K -33 -0.8%
BWCS
1105
Beirne Wealth Consulting Services
Connecticut
$700K +$1.84K +10 +0.2%
PIA
1106
Powell Investment Advisors
Florida
$700K +$343K +1,861 +82%
UBV
1107
United Bank (Virginia)
Virginia
$698K +$73.4K +398 +11%
WDL
1108
Well Done LLC
Michigan
$697K -$553K -3,001 -42%
GKWIM
1109
Gerber Kawasaki Wealth & Investment Management
California
$693K -$211K -1,145 -22%
BCA
1110
Bay Colony Advisors
Massachusetts
$690K -$3.13K -17 -0.5%
TFS
1111
TrustCore Financial Services
Tennessee
$684K +$265K +1,439 +55%
ZCA
1112
Zeke Capital Advisors
Pennsylvania
$683K – – –
LFS
1113
Lutz Financial Services
Nebraska
$682K +$743K +4,028 New
CT
1114
Caldwell Trust
Florida
$681K -$35.8K -194 -5%
LWCFA
1115
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$679K – – –
CTA
1116
Colonial Trust Advisors
South Carolina
$679K +$8.48K +46 +1%
TP
1117
Tranquility Partners
Tennessee
$678K -$110K -595 -13%
RIG
1118
Ramiah Investment Group
Wisconsin
$678K +$443K +2,403 +150%
PWLP
1119
Prio Wealth Limited Partnership
Massachusetts
$678K -$213K -1,156 -22%
MIM
1120
Montgomery Investment Management
Maryland
$677K – – –
AFO
1121
Allie Family Office
Florida
$676K -$112K -606 -13%
PFA
1122
Pettinga Financial Advisors
Indiana
$670K -$326K -1,770 -31%
PHAM
1123
Palisades Hudson Asset Management
Florida
$667K +$369 +2 +0.1%
RPCA
1124
Running Point Capital Advisors
California
$666K – – –
SWM
1125
Segment Wealth Management
Texas
$664K – – –
43 44
45
46 47