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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
GCM
1301
Gables Capital Management
Florida
$219K -$60.9K -405 -22%
GAM
1302
Gemmer Asset Management
California
$219K +$1.66K +11 +0.8%
IWP
1303
IAG Wealth Partners
Wisconsin
$217K – – –
HCM
1304
Hilton Capital Management
New York
$216K – – –
KFC
1305
Klingenstein Fields & Co
New York
$214K +$215K +1,428 New
NEPPG
1306
New England Professional Planning Group
Rhode Island
$213K -$27.8K -185 -12%
SCM
1307
Southport Capital Management
Tennessee
$213K – – –
GPA
1308
Guidance Point Advisors
Massachusetts
$212K -$4.36K -29 -2%
CBOR
1309
Community Bank of Raymore
Missouri
$211K – – –
QWM
1310
QP Wealth Management
New Jersey
$210K -$15K -100 -7%
NCM
1311
Noesis Capital Mangement
Florida
$210K -$7.52K -50 -3%
SBL
1312
Sargent Bickham Lagudis
Colorado
$210K +$3.16K +21 +2%
WC
1313
Westwind Capital
New Mexico
$209K – – –
CFO
1314
CVA Family Office
Colorado
$208K +$150 +1 +0.1%
JWM
1315
JGP Wealth Management
Oregon
$207K +$195K +1,295 New
BWA
1316
BlueSky Wealth Advisors
North Carolina
$205K -$48.7K -324 -20%
FA
1317
FC Advisory
Pennsylvania
$205K +$206K +1,368 New
DWM
1318
Darwin Wealth Management
Florida
$202K -$91.6K -609 -31%
HR
1319
Howe & Rusling
New York
$202K – – –
DI
1320
Diligent Investors
California
$202K +$203K +1,350 New
XS
1321
XR Securities
Illinois
$202K +$203K +1,351 New
AC
1322
Asio Capital
Kentucky
$201K – – –
MC
1323
Moors & Cabot
Massachusetts
$201K +$202K +1,343 New
ANBT
1324
American National Bank & Trust
Texas
$200K – – –
ETS
1325
ESL Trust Services
New York
$200K +$202K +1,340 New
51 52
53
54 55