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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
DIA
1251
Dana Investment Advisors
Wisconsin
$549K – – –
DC
1252
Defender Capital
North Carolina
$548K – – –
NG
1253
NWK Group
California
$546K +$16.1K +86 +3%
TFG
1254
Tilson Financial Group
New Jersey
$546K +$580K +3,089 New
PTB
1255
Pioneer Trust Bank
Oregon
$545K -$563 -3 -0.1%
H
1256
HoyleCohen
California
$544K +$35.7K +190 +7%
AFC
1257
AFT Forsyth & Company
Florida
$543K -$13.1K -70 -2%
PMG
1258
ProVise Management Group
Florida
$543K -$60.3K -321 -9%
RPGK
1259
Retirement Planning Group (Kansas)
Kansas
$542K -$52K -277 -8%
ANBT
1260
American National Bank & Trust
Texas
$541K +$189K +1,005 +49%
MWM
1261
Mascoma Wealth Management
New Hampshire
$541K +$88.4K +471 +18%
MW
1262
Marcum Wealth
Ohio
$541K +$16.7K +89 +3%
SC
1263
SouthState Corp
Florida
$540K -$223K -1,186 -28%
TI
1264
Truepoint Inc
Ohio
$536K +$226K +1,202 +66%
RDFA
1265
Ritter Daniher Financial Advisory
Ohio
$535K +$4.69K +25 +0.8%
CFP
1266
Catalyst Financial Partners
Massachusetts
$531K +$564K +3,006 New
MCM
1267
Mengis Capital Management
Oregon
$530K -$188 -1 -0%
CFS
1268
CRA Financial Services
New Jersey
$530K -$10.7K -57 -2%
TC
1269
TAGStone Capital
North Carolina
$528K – – –
WCG
1270
Weaver Consulting Group
California
$525K -$92.6K -493 -14%
EWA
1271
EverSource Wealth Advisors
Alabama
$525K +$172K +915 +45%
FRM
1272
Fox Run Management
Connecticut
$522K +$555K +2,955 New
CCP
1273
Clarkston Capital Partners
Michigan
$521K – – –
PAM
1274
PVG Asset Management
Colorado
$520K +$95.6K +509 +21%
RWP
1275
RWA Wealth Partners
Massachusetts
$517K +$39.6K +211 +8%
49 50
51
52 53