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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
PFC
1151
Poplar Forest Capital
California
$626K -$25.3K -137 -4%
PTC
1152
Philadelphia Trust Company
Pennsylvania
$625K +$109K +589 +19%
DWP
1153
Destiny Wealth Partners
Florida
$621K -$99.2K -538 -13%
MWM
1154
Minot Wealth Management
Massachusetts
$621K – – –
TF
1155
Tompkins Financial
New York
$620K +$11.1K +60 +2%
SDWMA
1156
Schneider Downs Wealth Management Advisors
Pennsylvania
$619K -$20.6K -112 -3%
FPCP
1157
Fort Point Capital Partners
California
$617K -$405K -2,198 -38%
PAM
1158
Private Asset Management
California
$616K +$1.48K +8 +0.2%
AIS
1159
American Investment Services
Massachusetts
$614K – – –
PL
1160
Plancorp LLC
Missouri
$614K +$33.9K +184 +5%
APW
1161
Acima Private Wealth
Virginia
$613K -$204K -1,108 -23%
TWM
1162
Thrive Wealth Management
Pennsylvania
$612K -$25.3K -137 -4%
NL
1163
Navalign LLC
California
$611K +$2.4K +13 +0.4%
SCA
1164
Southern Capital Advisors
Tennessee
$611K +$44.4K +241 +7%
OBGC
1165
O'Brien Greene & Co
Pennsylvania
$610K -$971K -5,268 -59%
SWP
1166
Strategic Wealth Partners
Ohio
$610K +$84.6K +459 +15%
RRA
1167
Round Rock Advisors
Connecticut
$608K -$405K -2,197 -38%
NFSG
1168
Newbridge Financial Services Group
Florida
$608K -$95.9K -520 -13%
CBN
1169
Cadence Bank NA
Texas
$608K +$44.2K +240 +7%
FHA
1170
Flagship Harbor Advisors
Massachusetts
$608K +$283K +1,533 +75%
BWM
1171
Baystate Wealth Management
Massachusetts
$603K -$33.7K -183 -5%
1CP
1172
17 Capital Partners
Arizona
$603K +$7.37K +40 +1%
BHWM
1173
Bar Harbor Wealth Management
New Hampshire
$603K +$656K +3,561 New
CAM
1174
Concorde Asset Management
Michigan
$601K -$13.8K -75 -2%
AWM
1175
Altium Wealth Management
New York
$599K +$143K +778 +28%
45 46
47
48 49