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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
WPP
1101
Whalerock Point Partners
Rhode Island
$769K – – –
AIC
1102
Ayalon Insurance Company
Israel
$764K – – –
MSFS
1103
Main Street Financial Solutions
Pennsylvania
$763K -$389K -2,074 -32%
ERWM
1104
Elk River Wealth Management
Colorado
$755K -$3.75K -20 -0.5%
CHJWM
1105
Carlton Hofferkamp & Jenks Wealth Management
Texas
$742K -$4.69K -25 -0.5%
IP
1106
Investment Partners
Ohio
$741K -$563 -3 -0.1%
ACA
1107
Aptus Capital Advisors
Alabama
$740K +$584K +3,109 +288%
PWLP
1108
Prio Wealth Limited Partnership
Massachusetts
$740K -$1.88K -10 -0.2%
WCM
1109
Windsor Capital Management
Arizona
$739K -$8.45K -45 -1%
ECM
1110
Elgethun Capital Management
South Dakota
$736K -$20.6K -110 -3%
MBTD
1111
Mechanics Bank - Trust Department
California
$735K -$20.6K -110 -3%
X
1112
Xponance
Pennsylvania
$734K +$131K +697 +20%
LW
1113
Linscomb Wealth
Texas
$734K -$19.1K -102 -2%
NFP
1114
Narus Financial Partners
Utah
$732K +$10.9K +58 +1%
EE
1115
EWG Elevate
California
$731K +$64.4K +343 +9%
LWM
1116
Lionsbridge Wealth Management
Florida
$730K -$1.88K -10 -0.2%
TGAM
1117
TBH Global Asset Management
Tennessee
$729K -$51.3K -273 -6%
KCM
1118
KLK Capital Management
California
$726K -$30.2K -161 -4%
NWM
1119
Northwest Wealth Management
Iowa
$725K -$939 -5 -0.1%
AC
1120
Apella Capital
Connecticut
$723K +$2.06K +11 +0.3%
WP
1121
WealthSource Partners
California
$720K -$19.3K -103 -2%
VWA
1122
V Wealth Advisors
Kansas
$719K -$12.2K -65 -2%
KP
1123
Keel Point
Alabama
$717K -$2.15M -11,445 -74%
PFC
1124
Poplar Forest Capital
California
$715K – – –
NL
1125
Navalign LLC
California
$713K +$123K +655 +19%
43 44
45
46 47