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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
VWM
1151
Valley Wealth Managers
New Jersey
$709K -$30.4K -171 -4%
LFS
1152
Lutz Financial Services
Nebraska
$702K – – –
PWLP
1153
Prio Wealth Limited Partnership
Massachusetts
$701K -$1.78K -10 -0.2%
LWCFA
1154
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$699K – – –
MIM
1155
Montgomery Investment Management
Maryland
$697K – – –
RRA
1156
Round Rock Advisors
Connecticut
$697K +$118K +664 +20%
PFC
1157
Poplar Forest Capital
California
$696K +$4.98K +28 +0.7%
AFO
1158
Allie Family Office
Florida
$696K – – –
AWM
1159
AAF Wealth Management
Massachusetts
$695K -$18K -101 -2%
AGP
1160
Autumn Glory Partners
Texas
$693K -$12.1K -68 -2%
CFS
1161
CRA Financial Services
New Jersey
$693K +$184K +1,037 +35%
VF
1162
Vawter Financial
Ohio
$691K +$705K +3,964 New
FNBOO
1163
First National Bank of Omaha
Nebraska
$691K +$207K +1,166 +42%
IF
1164
Intrua Financial
Texas
$690K -$129K -726 -16%
PHAM
1165
Palisades Hudson Asset Management
Florida
$684K -$534 -3 -0.1%
BIM
1166
Bridges Investment Management
Nebraska
$678K +$13.5K +76 +2%
LW
1167
Libra Wealth
California
$676K – – –
RWA
1168
Ropes Wealth Advisors
Massachusetts
$675K -$47.3K -266 -6%
FANJ
1169
Financial Architects (New Jersey)
New Jersey
$675K -$11.2K -63 -2%
TFG
1170
Tilson Financial Group
New Jersey
$675K +$689K +3,872 New
SWA
1171
Sutton Wealth Advisors
Florida
$673K -$99.2K -558 -13%
CT
1172
Caldwell Trust
Florida
$670K -$13.2K -74 -2%
SDWMA
1173
Schneider Downs Wealth Management Advisors
Pennsylvania
$668K +$31.5K +177 +5%
KAH
1174
Kathryn A. Hall
$660K – – –
SCA
1175
St. Clair Advisors
Ohio
$658K +$121K +679 +22%
45 46
47
48 49