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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
BWA
1201
BDO Wealth Advisors
Florida
$298K -$28.7K -191 -9%
LPT
1202
Legacy Private Trust
Wisconsin
$298K – – –
FA
1203
Fiducient Advisors
Illinois
$297K -$46.6K -310 -14%
FBFS
1204
First Business Financial Services
Wisconsin
$297K – – –
LOPW
1205
Live Oak Private Wealth
North Carolina
$296K – – –
MAM
1206
Madison Asset Management
Wisconsin
$296K +$297K +1,977 New
SCM
1207
Schnieders Capital Management
California
$295K -$33.8K -225 -10%
TWA
1208
TCI Wealth Advisors
Arizona
$295K -$14.3K -95 -5%
HT
1209
Heritage Trust
Oklahoma
$295K – – –
JHCP
1210
Jackson Hole Capital Partners
Oklahoma
$295K – – –
CFG
1211
Cooper Financial Group
California
$292K -$88.8K -590 -23%
AFA
1212
Atlanta Financial Associates
Georgia
$292K -$20.9K -139 -7%
KCM
1213
Kornitzer Capital Management
Kansas
$289K +$290K +1,928 New
CG
1214
Cynosure Group
Utah
$288K -$10.7K -71 -4%
UWPG
1215
Ullmann Wealth Partners Group
Florida
$287K – – –
SW
1216
SkyOak Wealth
Michigan
$285K -$30.8K -205 -10%
GIA
1217
GHP Investment Advisors
Colorado
$283K -$44.5K -296 -14%
YWP
1218
YorkBridge Wealth Partners
New York
$283K -$3.01K -20 -1%
MAS
1219
Madden Advisory Services
Florida
$282K -$60.2K -400 -17%
TW
1220
Transform Wealth
Colorado
$280K -$3.76K -25 -1%
SC
1221
SouthState Corp
Florida
$280K +$32.5K +216 +13%
5L
1222
55I LLC
Massachusetts
$279K -$1.7M -11,327 -86%
LNB
1223
Ledyard National Bank
$278K -$34.3K -228 -11%
CTA
1224
Chesley Taft & Associates
Illinois
$278K – – –
TCOO
1225
Trust Company of Oklahoma
Oklahoma
$277K +$278K +1,850 New
47 48
49
50 51