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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
OSNBOA
1326
Old Second National Bank of Aurora
Illinois
$736K +$46.4K +259 +8%
TCWM
1327
Total Clarity Wealth Management
Illinois
$735K +$38.2K +213 +6%
DE
1328
Day & Ennis
Georgia
$735K +$1.97K +11 +0.3%
SFS
1329
Sharp Financial Services
Pennsylvania
$733K +$654K +3,650 New
PFA
1330
Pure Financial Advisors
California
$729K -$50.7K -283 -7%
LW
1331
Linscomb Wealth
Texas
$727K -$95K -530 -13%
CTA
1332
Colonial Trust Advisors
South Carolina
$726K +$6.27K +35 +1%
LFS
1333
Lutz Financial Services
Nebraska
$725K -$14.5K -81 -2%
MPW
1334
Monterey Private Wealth
California
$724K -$896 -5 -0.1%
DP
1335
Denver PWM
Colorado
$722K +$164K +915 +33%
NAM
1336
NorthCrest Asset Manangement
Minnesota
$722K -$33.7K -188 -5%
G
1337
GenTrust
Florida
$720K – – –
SAI
1338
Savvy Advisors Inc
New York
$718K +$641K +3,579 New
ALWM
1339
Andrews Lucia Wealth Management
California
$717K – – –
WC
1340
Waterloo Capital
Texas
$715K +$221K +1,231 +53%
WIC
1341
Woodmont Investment Counsel
Tennessee
$715K +$41K +229 +7%
TAM
1342
Townsend Asset Management
North Carolina
$713K +$3.23K +18 +0.5%
AFG
1343
ABLE Financial Group
Arizona
$713K +$636K +3,551 New
WP
1344
WealthPLAN Partners
Nebraska
$711K +$635K +3,542 New
IPAM
1345
Investment Partners Asset Management
New Jersey
$711K +$634K +3,541 New
SFG
1346
Sovereign Financial Group
Connecticut
$710K +$284K +1,585 +81%
AC
1347
Abbrea Capital
California
$709K – – –
BWM
1348
Baron Wealth Management
Michigan
$709K +$46.9K +262 +8%
ACA
1349
Aptus Capital Advisors
Alabama
$708K -$119K -663 -16%
SC
1350
SouthState Corp
Florida
$706K +$82.8K +462 +15%
52 53
54
55 56