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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
SSW
1201
Smith Shellnut Wilson
Mississippi
$824K +$338K +1,670 +70%
BC
1202
Burney Company
Virginia
$824K -$3.23K -16 -0.4%
NWM
1203
Northwest Wealth Management
Iowa
$822K -$202 -1 -0%
NL
1204
Navalign LLC
California
$822K – – –
CCWM
1205
Cassaday & Co Wealth Management
Virginia
$815K +$82.1K +406 +11%
SHJ
1206
Sharkey, Howes & Javer
Colorado
$813K -$480K -2,376 -37%
MIM
1207
Montgomery Investment Management
Maryland
$812K – – –
CM
1208
Corvex Management
New York
$812K +$303K +1,500 +60%
PGF
1209
Plan Group Financial
Oklahoma
$812K +$808K +4,000 New
EFA
1210
Evernest Financial Advisors
Indiana
$810K -$11.1K -55 -1%
CIA
1211
Capital Investment Advisors
Georgia
$800K +$35.6K +176 +5%
IP
1212
Investment Partners
Ohio
$799K – – –
BTW
1213
Boston Trust Walden
Massachusetts
$799K -$128K -631 -14%
GWP
1214
Gen-Wealth Partners
Michigan
$797K +$92.2K +456 +13%
JHCP
1215
Jackson Hole Capital Partners
Oklahoma
$795K – – –
KIA
1216
KCM Investment Advisors
California
$794K +$33.8K +167 +4%
TF
1217
Tompkins Financial
New York
$793K -$27.3K -135 -3%
PHAM
1218
Palisades Hudson Asset Management
Florida
$793K +$202 +1 +0%
WIC
1219
Woodmont Investment Counsel
Tennessee
$793K -$55.4K -274 -7%
PFA
1220
Pure Financial Advisors
California
$792K +$82.5K +408 +12%
TCWM
1221
Total Clarity Wealth Management
Illinois
$791K +$3.03K +15 +0.4%
WP
1222
WealthShield Partners
North Carolina
$788K +$68.7K +340 +10%
VCAM
1223
Van Cleef Asset Management
Ohio
$782K -$236K -1,166 -23%
TWM
1224
Thrive Wealth Management
Pennsylvania
$781K -$28.3K -140 -4%
WPP
1225
Whalerock Point Partners
Rhode Island
$778K – – –
47 48
49
50 51