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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
1251
Cabot Wealth Management
Massachusetts
$258K – – –
CSWG
1252
Cardinal Strategic Wealth Guidance
Kentucky
$257K -$17.8K -118 -6%
IIC
1253
Ironwood Investment Counsel
Arizona
$256K -$48.3K -321 -16%
MC
1254
Martin & Co
Tennessee
$256K – – –
P
1255
&Partners
Tennessee
$254K +$7.52K +50 +3%
CB
1256
CNB Bank
Pennsylvania
$252K – – –
OFG
1257
Omega Financial Group
California
$252K +$4.81K +32 +2%
SAM
1258
S.A. Mason
Michigan
$251K – – –
JPG
1259
Jordan Park Group
California
$250K – – –
SFG
1260
SevenBridge Financial Group
Pennsylvania
$250K – – –
QAM
1261
QCI Asset Management
New York
$250K +$251K +1,670 New
GCA
1262
Gradient Capital Advisors
California
$249K – – –
PK
1263
Pflug Koory
Nebraska
$249K – – –
HIIFS
1264
Harel Insurance Investments & Financial Services
Israel
$247K – – –
LWA
1265
Lenox Wealth Advisors
New York
$247K +$53.6K +356 +28%
RA
1266
RFG Advisory
Alabama
$247K +$248K +1,650 New
LCM
1267
Logan Capital Management
Pennsylvania
$246K – – –
BWM
1268
BigSur Wealth Management
Florida
$246K +$28.6K +190 +13%
EI
1269
Ellevest Inc
New York
$245K -$29.2K -194 -11%
GAG
1270
GM Advisory Group
New York
$245K +$246K +1,638 New
ATPW
1271
Ashton Thomas Private Wealth
Arizona
$244K +$20.6K +137 +9%
SWM
1272
SVA Wealth Management
Wisconsin
$243K – – –
SCA
1273
Stillwater Capital Advisors
Pennsylvania
$242K +$7.82K +52 +3%
BWM
1274
BerganKDV Wealth Management
Minnesota
$240K -$238K -1,582 -50%
TCWM
1275
Total Clarity Wealth Management
Illinois
$240K – – –
49 50
51
52 53