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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
ULWM
1301
Upper Left Wealth Management
Florida
$712K +$716K +3,169 New
MCM
1302
Mengis Capital Management
Oregon
$711K -$16.7K -74 -2%
MIG
1303
McGuire Investment Group
Rhode Island
$709K – – –
RDWM
1304
Red Door Wealth Management
Tennessee
$705K +$99.6K +441 +16%
BCA
1305
Bay Colony Advisors
Massachusetts
$704K +$68.2K +302 +11%
LS
1306
Leelyn Smith
Illinois
$704K +$71.2K +315 +11%
KTA
1307
Keeley-Teton Advisors
Illinois
$694K -$3.84K -17 -0.5%
NP
1308
NorthRock Partners
Minnesota
$693K +$226 +1 +0%
MCP
1309
Mirador Capital Partners
California
$693K +$704K +3,116 New
ACM
1310
Ategra Capital Management
Virginia
$690K +$226 +1 +0%
NCM
1311
Next Capital Management
New York
$684K +$49.3K +218 +8%
BC
1312
Burney Company
Virginia
$683K -$3.39K -15 -0.5%
MSCM
1313
McElhenny Sheffield Capital Management
Texas
$682K -$110K -486 -14%
WCM
1314
Wealthcare Capital Management
Virginia
$680K -$904 -4 -0.1%
PWM
1315
Peterson Wealth Management
Nevada
$680K +$25.5K +113 +4%
LW
1316
Linscomb Wealth
Texas
$679K -$12.2K -54 -2%
PCM
1317
Parsons Capital Management
Rhode Island
$676K +$212K +939 +45%
LSPW
1318
Lake Street Private Wealth
Illinois
$675K +$209K +927 +44%
NCM
1319
Narwhal Capital Management
Georgia
$674K – – –
OFG
1320
Oxford Financial Group
Indiana
$674K +$357K +1,580 +109%
LWM
1321
Laidlaw Wealth Management
New York
$671K +$682K +3,017 New
BDF
1322
Balasa Dinverno & Foltz
$670K – – –
VWA
1323
V Wealth Advisors
Kansas
$670K +$50.8K +225 +8%
HIIFS
1324
Harel Insurance Investments & Financial Services
Israel
$667K – – –
BHTS
1325
Bar Harbor Trust Services
Maine
$665K -$10.4K -46 -2%
51 52
53
54 55