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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
CHA
1276
Cooper/Haims Advisors
New York
$807K +$71.8K +401 +11%
1CP
1277
17 Capital Partners
Arizona
$806K +$720K +4,018 New
CCA
1278
Conservest Capital Advisors
Pennsylvania
$804K +$205K +1,142 +40%
EE
1279
EWG Elevate
California
$803K -$23.5K -131 -3%
MIM
1280
Montgomery Investment Management
Maryland
$803K – – –
MSU
1281
Mizuho Securities USA
New York
$803K +$717K +4,000 New
YMRC
1282
Yorktown Management & Research Company
Virginia
$803K +$717K +4,000 New
HWA
1283
HCR Wealth Advisors
California
$803K +$716K +3,998 New
AFO
1284
Allie Family Office
Florida
$801K – – –
ACM
1285
Ategra Capital Management
Virginia
$800K +$1.43K +8 +0.2%
TF
1286
Tompkins Financial
New York
$798K +$64.9K +362 +10%
WP
1287
WealthSource Partners
California
$796K -$18.8K -105 -3%
TWM
1288
Thrive Wealth Management
Pennsylvania
$794K +$121K +674 +21%
AFG
1289
Atomi Financial Group
New York
$792K +$707K +3,944 New
IP
1290
Investment Partners
Ohio
$791K -$45.1K -252 -6%
CWM
1291
Calamos Wealth Management
Illinois
$789K +$46K +257 +7%
JHCP
1292
Jackson Hole Capital Partners
Oklahoma
$786K +$33.9K +189 +5%
PHAM
1293
Palisades Hudson Asset Management
Florida
$784K +$537 +3 +0.1%
AGP
1294
Autumn Glory Partners
Texas
$784K +$17K +95 +2%
BC
1295
Burney Company
Virginia
$781K +$216K +1,208 +45%
LW
1296
Libra Wealth
California
$779K – – –
BFA
1297
Brendel Financial Advisors
New Hampshire
$778K +$694K +3,876 New
HWA
1298
Heartwood Wealth Advisors
Virginia
$776K – – –
SWM
1299
Segment Wealth Management
Texas
$775K +$64.3K +359 +10%
CG
1300
Cynosure Group
Utah
$774K +$2.15K +12 +0.3%
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