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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
CF
1201
Corrigan Financial
Rhode Island
$237K -$9.31K -61 -4%
FIM
1202
Freedom Investment Management
Connecticut
$237K +$239K +1,565 New
CLOS
1203
Compagnie Lombard Odier SCmA
Switzerland
$236K – – –
IF
1204
IRON Financial
Illinois
$236K +$611 +4 +0.3%
MCM
1205
MV Capital Management
Maryland
$233K – – –
NCM
1206
Narwhal Capital Management
Georgia
$233K – – –
CFD
1207
Creative Financial Designs
Indiana
$233K +$2.9K +19 +1%
CAL
1208
Capital Advisors Ltd
Ohio
$231K -$164K -1,075 -21%
CGL
1209
Clarius Group LLC
Washington
$230K – – –
RCA
1210
Rowland Carmichael Advisors
Arizona
$229K -$55.1K -361 -19%
CA
1211
Cortland Associates
Missouri
$229K -$11.9K -78 -5%
LWA
1212
Lenox Wealth Advisors
New York
$229K -$2.44K -16 -1%
IF
1213
Ironwood Financial
Arizona
$228K -$2.6K -17 -1%
FIB
1214
First Interstate Bank
Montana
$228K +$763 +5 +0.3%
SMFG
1215
Sumitomo Mitsui Financial Group
Japan
$227K -$101K -663 -31%
HWA
1216
HCR Wealth Advisors
California
$227K -$10.2K -67 -4%
BCWM
1217
Blue Chip Wealth Management
Florida
$227K – – –
BWP
1218
Baldwin Wealth Partners
Massachusetts
$226K -$3.82K -25 -2%
OWM
1219
Orgel Wealth Management
Wisconsin
$226K +$6.87K +45 +3%
GIP
1220
Granite Investment Partners
California
$225K -$155K -1,012 -41%
GPA
1221
Guidance Point Advisors
Massachusetts
$224K +$153 +1 +0.1%
BG
1222
Bollard Group
Massachusetts
$224K +$763 +5 +0.3%
KCPG
1223
Kavar Capital Partners Group
Kansas
$222K – – –
FFG
1224
Frisch Financial Group
New York
$221K +$14.8K +97 +7%
LFA
1225
Legacy Financial Advisors
Kentucky
$220K +$2.44K +16 +1%
47 48
49
50 51