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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
NL
1176
Navalign LLC
California
$603K -$15.3K -83 -2%
HT
1177
Heritage Trust
Oklahoma
$603K -$368 -2 -0.1%
FSA
1178
Fort Sheridan Advisors
Illinois
$602K +$2.21K +12 +0.4%
HPA
1179
High Probability Advisors
New York
$602K +$1.84K +10 +0.3%
TT
1180
TI-Trust
Illinois
$600K -$4.6K -25 -0.7%
MAM
1181
Meeder Asset Management
Ohio
$600K – – –
TWM
1182
Thrive Wealth Management
Pennsylvania
$599K -$553K -3,001 -47%
VCAM
1183
Van Cleef Asset Management
Ohio
$597K – – –
RPGK
1184
Retirement Planning Group (Kansas)
Kansas
$596K +$368 +2 +0.1%
PL
1185
Plancorp LLC
Missouri
$595K – – –
RFWA
1186
RPg Family Wealth Advisory
Massachusetts
$595K -$365K -1,982 -37%
CFS
1187
CRA Financial Services
New Jersey
$593K -$120K -651 -16%
NB
1188
Northwest Bancshares
Pennsylvania
$592K -$184 -1 -0%
SWA
1189
SOA Wealth Advisors
New York
$590K +$184 +1 +0%
EWS
1190
Evergreen Wealth Solutions
Pennsylvania
$589K +$608K +3,300 New
CG
1191
Castellan Group
Kentucky
$589K – – –
ACM
1192
Ategra Capital Management
Virginia
$588K +$151K +818 +33%
LOPW
1193
Live Oak Private Wealth
North Carolina
$587K +$33.1K +180 +6%
WIC
1194
Woodmont Investment Counsel
Tennessee
$586K -$48.1K -261 -7%
BWM
1195
Baron Wealth Management
Michigan
$583K +$736 +4 +0.1%
LP
1196
LGL Partners
Pennsylvania
$582K +$47.9K +260 +9%
SCA
1197
St. Clair Advisors
Ohio
$582K -$94.6K -514 -14%
PCS
1198
Personal CFO Solutions
New Jersey
$577K +$16.8K +91 +3%
NCM
1199
Narwhal Capital Management
Georgia
$576K – – –
DCM
1200
Donaldson Capital Management
Indiana
$575K +$8.84K +48 +2%
46 47
48
49 50