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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
OBGC
1201
O'Brien Greene & Co
Pennsylvania
$665K – – –
LOPW
1202
Live Oak Private Wealth
North Carolina
$664K +$45.6K +256 +8%
BWM
1203
Baystate Wealth Management
Massachusetts
$663K -$4.81K -27 -0.8%
TAM
1204
Townsend Asset Management
North Carolina
$662K +$1.07K +6 +0.2%
AC
1205
Abbrea Capital
California
$662K +$94.5K +530 +18%
NFSG
1206
Newbridge Financial Services Group
Florida
$660K -$18.9K -106 -3%
CCWM
1207
Cassaday & Co Wealth Management
Virginia
$657K +$66K +370 +12%
WC
1208
Waterloo Capital
Texas
$656K +$624K +3,501 New
SWM
1209
Segment Wealth Management
Texas
$656K – – –
CFFP
1210
Center for Financial Planning
Michigan
$655K -$32.8K -184 -5%
MPW
1211
Monterey Private Wealth
California
$651K +$357 +2 +0.1%
WCG
1212
Weaver Consulting Group
California
$649K +$122K +687 +25%
TC
1213
TwinBeech Capital
New York
$647K +$616K +3,456 New
X
1214
Xponance
Pennsylvania
$647K -$525K -2,946 -46%
AGP
1215
Autumn Glory Partners
Texas
$646K -$93.8K -526 -13%
TCWM
1216
Total Clarity Wealth Management
Illinois
$646K +$4.46K +25 +0.7%
PI
1217
PFG Investments
New York
$645K +$53K +297 +9%
PMG
1218
Private Management Group
California
$645K – – –
FNT
1219
First Nebraska Trust
Nebraska
$643K – – –
BA
1220
Ballew Advisors
Mississippi
$640K – – –
BIA
1221
Bigelow Investment Advisors
Maine
$640K +$178 +1 +0%
SCG
1222
Sonata Capital Group
Washington
$640K +$320K +1,795 +111%
LFA
1223
LGT Financial Advisors
Texas
$640K +$609K +3,417 New
CWM
1224
Concentric Wealth Management
California
$639K -$178K -1,001 -23%
OSNBOA
1225
Old Second National Bank of Aurora
Illinois
$638K +$66.5K +373 +12%
47 48
49
50 51