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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
TC
1251
TAGStone Capital
North Carolina
$483K – – –
GWS
1252
Glassman Wealth Services
Virginia
$482K -$87.4K -479 -14%
DWM
1253
Doyle Wealth Management
Florida
$482K +$182 +1 +0%
DWM
1254
Drive Wealth Management
Utah
$481K +$229K +1,256 +76%
KIA
1255
KCM Investment Advisors
California
$479K +$3.65K +20 +0.7%
OWA
1256
Octavia Wealth Advisors
Ohio
$477K +$21K +115 +4%
MWA
1257
Meridian Wealth Advisors
Texas
$476K -$295K -1,619 -36%
KPW
1258
Kore Private Wealth
New York
$476K +$198K +1,085 +60%
JJBC
1259
James J. Burns & Company
New York
$476K +$526K +2,885 New
FFG
1260
Ford Financial Group
California
$474K -$983K -5,387 -65%
PCM
1261
Parsons Capital Management
Rhode Island
$474K -$24.6K -135 -4%
JWWM
1262
Johnson & White Wealth Management
Pennsylvania
$474K +$524K +2,874 New
IA
1263
Insight Advisors
Pennsylvania
$472K +$4.74K +26 +0.9%
CWA
1264
CM Wealth Advisors
Ohio
$471K – – –
VIA
1265
Vickerman Investment Advisors
Washington
$471K – – –
MWM
1266
Maripau Wealth Management
Indiana
$468K – – –
WDG
1267
Wealth Dimensions Group
Ohio
$464K – – –
OSAM
1268
O'Shaughnessy Asset Management
Connecticut
$464K +$157K +863 +44%
FPCG
1269
Forum Private Client Group
Indiana
$463K – – –
BCM
1270
Barometer Capital Management
Ontario, Canada
$462K +$36.5K +200 +8%
FNBOO
1271
First National Bank of Omaha
Nebraska
$461K -$78.4K -430 -13%
MWP
1272
Madison Wealth Partners
Wisconsin
$461K +$75K +411 +17%
PCM
1273
Penn Capital Management
Pennsylvania
$459K -$63.5K -348 -11%
RW
1274
REDW Wealth
New Mexico
$458K +$47.6K +261 +10%
NPT
1275
Nixon Peabody Trust
Massachusetts
$458K -$194K -1,063 -28%
49 50
51
52 53