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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
PA
1201
Procyon Advisors
Connecticut
$675K +$39.1K +179 +6%
SFS
1202
Strategic Financial Services
New York
$673K -$2.18K -10 -0.3%
NGA
1203
Naples Global Advisors
Florida
$672K -$49.1K -225 -7%
HH
1204
HWG Holdings
Texas
$672K +$222K +1,019 +50%
B
1205
Bridgeworth
Alabama
$667K -$146K -667 -18%
CWM
1206
Calamos Wealth Management
Illinois
$667K +$22.3K +102 +3%
WA
1207
Wealth Architects
California
$663K -$34.7K -159 -5%
BHTS
1208
Bar Harbor Trust Services
Maine
$663K +$21.8K +100 +3%
GPC
1209
Garrison Point Capital
California
$660K – – –
RP
1210
Riverbridge Partners
Minnesota
$659K -$1.23M -5,615 -65%
RBFC
1211
Roman Butler Fullerton & Co
Missouri
$657K +$341K +1,560 +114%
SS
1212
Simplicity Solutions
Minnesota
$655K -$65.8M -301,309 -99%
QTM
1213
qPULA Trading Management
New York
$655K +$79.9K +366 +14%
VWA
1214
V Wealth Advisors
Kansas
$653K +$216K +990 +50%
TCWA
1215
Ten Capital Wealth Advisors
Washington
$651K +$127K +580 +25%
EGA
1216
E&G Advisors
Texas
$650K +$164K +750 +34%
NWM
1217
Navigation Wealth Management
Colorado
$650K +$642K +2,942 New
BCA
1218
Bay Colony Advisors
Massachusetts
$648K +$19.9K +91 +3%
MP
1219
McDonald Partners
Ohio
$647K -$29.3K -134 -4%
WAG
1220
Winthrop Advisory Group
Massachusetts
$642K -$4.37K -20 -0.7%
BDF
1221
Balasa Dinverno & Foltz
$639K +$33.4K +153 +6%
SCM
1222
Shelton Capital Management
Colorado
$637K -$292K -1,337 -32%
RWA
1223
RGT Wealth Advisors
Texas
$636K – – –
LS
1224
Leelyn Smith
Illinois
$633K +$389K +1,782 +165%
CWM
1225
Collaborative Wealth Management
Florida
$630K +$670K +3,069 New
47 48
49
50 51