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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
OGF
1301
Orin Green Financial
California
$1M +$4.9K +19 +0.5%
TIM
1302
Total Investment Management
Arizona
$1M -$2.84K -11 -0.3%
WIM
1303
WealthPlan Investment Management
Nebraska
$1M -$1.5M -5,824 -59%
GI
1304
GAMMA Investing
California
$996K +$50K +194 +5%
MWA
1305
Monograph Wealth Advisors
California
$996K – – –
EPM
1306
Elm Partners Management
Pennsylvania
$994K +$355K +1,378 +50%
MIA
1307
MainStreet Investment Advisors
Illinois
$994K -$116K -450 -10%
MIM
1308
Montgomery Investment Management
Maryland
$992K – – –
RC
1309
Roundview Capital
New Jersey
$991K +$197K +764 +24%
PCM
1310
Presidio Capital Management
California
$989K +$26.3K +102 +3%
LTL
1311
Lowery Thomas LLC
California
$988K -$3.35K -13 -0.3%
PB
1312
Pinnacle Bancorp
Nebraska
$988K -$35.6K -138 -3%
RLWM
1313
RF&L Wealth Management
Massachusetts
$987K -$20.1K -78 -2%
BBES
1314
Buffalo Business & Estate Services
New York
$986K +$77.4K +300 +8%
GFP
1315
Guardian Financial Partners
California
$986K +$1.55K +6 +0.2%
PCM
1316
Prelude Capital Management
New York
$982K +$468K +1,815 +85%
IIC
1317
Integrated Investment Consultants
Michigan
$976K -$4.9K -19 -0.5%
MCM
1318
MidAtlantic Capital Management
Virginia
$975K +$8.51K +33 +0.8%
COCM
1319
Charter Oak Capital Management
New Hampshire
$974K -$85.9K -333 -8%
AIM
1320
Arcadia Investment Management
Michigan
$973K -$4.13K -16 -0.4%
PFT
1321
Providence First Trust
Arizona
$973K -$547K -2,121 -35%
DIP
1322
Davis Investment Partners
North Carolina
$969K -$81.3K -315 -7%
SHF
1323
Stage Harbor Financial
Massachusetts
$965K – – –
PHAM
1324
Palisades Hudson Asset Management
Florida
$958K – – –
PFW
1325
Petros Family Wealth
Minnesota
$956K -$92.6K -359 -9%
51 52
53
54 55