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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1151
AAF Wealth Management
Massachusetts
$647K -$66.3K -360 -9%
APW
1152
Acima Private Wealth
Virginia
$646K – – –
CHA
1153
Cooper/Haims Advisors
New York
$646K -$23K -125 -3%
PMG
1154
ProVise Management Group
Florida
$640K -$142K -769 -18%
ALWM
1155
Andrews Lucia Wealth Management
California
$637K – – –
BWM
1156
Baystate Wealth Management
Massachusetts
$636K +$18.6K +101 +3%
ZB
1157
Zions Bancorporation
Utah
$633K – – –
FAM
1158
Flaharty Asset Management
Florida
$633K -$14.7K -80 -2%
OBGC
1159
O'Brien Greene & Co
Pennsylvania
$633K – – –
AIS
1160
American Investment Services
Massachusetts
$633K – – –
VF
1161
Vawter Financial
Ohio
$630K -$79.2K -430 -11%
RFG
1162
RFP Financial Group
Georgia
$630K – – –
TAM
1163
Townsend Asset Management
North Carolina
$630K -$389K -2,113 -37%
SWM
1164
Segment Wealth Management
Texas
$625K – – –
PFA
1165
Plotkin Financial Advisors
Maryland
$624K – – –
BA
1166
Ballew Advisors
Mississippi
$622K +$1.47K +8 +0.2%
TIA
1167
Tiemann Investment Advisors
California
$622K +$368 +2 +0.1%
MPW
1168
Monterey Private Wealth
California
$620K -$14.4K -78 -2%
FANJ
1169
Financial Architects (New Jersey)
New Jersey
$619K -$74.8K -406 -10%
BFO
1170
Biltmore Family Office
North Carolina
$618K +$245K +1,329 +62%
PMG
1171
Private Management Group
California
$614K -$52.8K -287 -8%
FNT
1172
First Nebraska Trust
Nebraska
$613K – – –
TCWM
1173
Total Clarity Wealth Management
Illinois
$611K +$552 +3 +0.1%
BIA
1174
Bigelow Investment Advisors
Maine
$610K -$56.7K -308 -8%
CAM
1175
Concorde Asset Management
Michigan
$608K -$25.4K -138 -4%
45 46
47
48 49