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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
NCM
1226
Next Capital Management
New York
$625K – – –
PWMAG
1227
Pinnacle Wealth Management Advisory Group
New Jersey
$625K +$159K +715 +33%
VFG
1228
V2 Financial group
Illinois
$623K -$666K -3,004 -51%
LS
1229
Leelyn Smith
Illinois
$623K – – –
WDG
1230
Wealth Dimensions Group
Ohio
$623K +$23.5K +106 +4%
LWA
1231
Lineweaver Wealth Advisors
Ohio
$620K -$1.11K -5 -0.2%
KP
1232
Keel Point
Alabama
$616K -$867K -3,910 -58%
FPW
1233
Flagship Private Wealth
Massachusetts
$614K -$3.33K -15 -0.5%
RWA
1234
RGT Wealth Advisors
Texas
$613K – – –
HPM
1235
Hudson Portfolio Management
New York
$613K +$30.6K +138 +5%
TAM
1236
Trillium Asset Management
Massachusetts
$612K +$153K +692 +33%
WPA
1237
West Paces Advisors
Georgia
$611K – – –
CAM
1238
Concorde Asset Management
Michigan
$610K -$26.6K -120 -4%
VWA
1239
V Wealth Advisors
Kansas
$609K -$556K -2,507 -47%
AWA
1240
Arkadios Wealth Advisors
Georgia
$608K -$3.33K -15 -0.5%
CCM
1241
Canal Capital Management
Virginia
$607K +$887 +4 +0.1%
WAG
1242
Winthrop Advisory Group
Massachusetts
$604K -$9.98K -45 -2%
TCA
1243
Transcend Capital Advisors
New Jersey
$604K +$31K +140 +6%
DHFB
1244
Dixon Hubard Feinour & Brown
Virginia
$603K -$887K -4,000 -59%
AWM
1245
Altium Wealth Management
New York
$603K – – –
MA
1246
MBA Advisors
Pennsylvania
$602K -$72.7K -328 -11%
MSWMA
1247
Market Street Wealth Management Advisors
Indiana
$602K – – –
EB
1248
Eastern Bank
Massachusetts
$599K -$152K -685 -20%
CCA
1249
Conservest Capital Advisors
Pennsylvania
$599K – – –
RDWM
1250
Red Door Wealth Management
Tennessee
$597K +$8.65K +39 +1%
48 49
50
51 52