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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
1151
CenterStar Asset Management
Illinois
$772K – – –
KPCM
1152
Kings Point Capital Management
New York
$772K +$65.7K +301 +9%
LFF
1153
Level Four Financial
Texas
$770K +$54.4K +249 +8%
IIC
1154
Integrated Investment Consultants
Michigan
$768K -$98.3K -450 -11%
NL
1155
Navalign LLC
California
$765K +$756K +3,462 New
MCM
1156
Mengis Capital Management
Oregon
$761K -$2.18K -10 -0.3%
NG
1157
NWK Group
California
$756K -$2.84K -13 -0.4%
VCAM
1158
Van Cleef Asset Management
Ohio
$754K -$10.9K -50 -1%
NSIM
1159
North Star Investment Management
Illinois
$752K +$18.6K +85 +3%
FPCM
1160
Financial Partners Capital Management
New York
$751K – – –
PFA
1161
Pettinga Financial Advisors
Indiana
$750K -$862K -3,950 -54%
RMAM
1162
Raab & Moskowitz Asset Management
New Jersey
$750K -$5.46K -25 -0.7%
JWM
1163
Jackson Wealth Management
Florida
$748K +$151K +691 +26%
TIA
1164
Tiemann Investment Advisors
California
$746K +$41K +188 +6%
APWA
1165
Atlas Private Wealth Advisors
New Jersey
$745K -$21.2K -97 -3%
FMN
1166
Financial Management Network
California
$739K +$125K +571 +21%
CWM
1167
Concentric Wealth Management
California
$738K -$140K -642 -16%
CCMU
1168
Cheyne Capital Management (UK)
United Kingdom
$737K +$93.4K +428 New
WP
1169
WealthPLAN Partners
Nebraska
$735K +$176K +808 +33%
SLWS
1170
Swaine & Leidel Wealth Services
Florida
$735K +$726K +3,325 New
HT
1171
Heritage Trust
Oklahoma
$734K -$23.8K -109 -3%
RFA
1172
Reilly Financial Advisors
California
$732K +$14.4K +66 +2%
IRC
1173
Investors Research Corp
Georgia
$731K – – –
KFI
1174
Key Financial Inc
Pennsylvania
$720K -$138K -633 -16%
SC
1175
SouthState Corp
Florida
$716K +$185K +848 +35%
45 46
47
48 49