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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
TC
1126
Trilogy Capital
California
$1.13M -$365K -1,684 -23%
MMA
1127
Mizuho Markets Americas
New York
$1.12M +$134K +616 +12%
MI
1128
Motiv8 Investments
Florida
$1.12M -$63.1K -291 -5%
BWP
1129
Baldwin Wealth Partners
Massachusetts
$1.12M – – –
SWA
1130
SOA Wealth Advisors
New York
$1.11M +$30.5M +140,595 +2,904%
RPGK
1131
Retirement Planning Group (Kansas)
Kansas
$1.11M -$243K -1,120 -17%
1WM
1132
1858 Wealth Management
Ohio
$1.11M +$25.8K +119 +2%
EAMA
1133
EFG Asset Management (Americas)
Florida
$1.11M +$1.3K +6 +0.1%
WHG
1134
Westwood Holdings Group
Texas
$1.11M -$11M -50,792 -90%
OCM
1135
Objective Capital Management
Ohio
$1.1M -$220K -1,015 -15%
CWA
1136
CM Wealth Advisors
Ohio
$1.1M – – –
PB
1137
Pinnacle Bancorp
Nebraska
$1.1M -$24.5K -113 -2%
PW
1138
PUREfi Wealth
Massachusetts
$1.1M +$560K +2,581 +88%
1WM
1139
1900 Wealth Management
Texas
$1.1M -$8.89K -41 -0.7%
IB
1140
Intrust Bank
Kansas
$1.09M -$50.1K -231 -4%
COCM
1141
Charter Oak Capital Management
New Hampshire
$1.09M +$868 +4 +0.1%
BCG
1142
Breakwater Capital Group
New Jersey
$1.09M +$71.8K +331 +6%
CASB
1143
Cape Ann Savings Bank
Massachusetts
$1.09M -$10.8K -50 -0.9%
SFS
1144
Summit Financial Strategies
Ohio
$1.09M -$16.1K -74 -1%
CPA
1145
Cardiff Park Advisors
California
$1.09M +$33.2K +153 +3%
WDL
1146
Well Done LLC
Michigan
$1.09M -$1.3K -6 -0.1%
SCA
1147
Stonebridge Capital Advisors
Minnesota
$1.08M -$22.6K -104 -2%
FA
1148
Fermata Advisors
California
$1.08M -$82.2K -379 -7%
SC
1149
Stephenson & Company
California
$1.08M +$9.76K +45 +0.8%
MIA
1150
MainStreet Investment Advisors
Illinois
$1.08M -$9.98K -46 -0.8%
44 45
46
47 48