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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
PMG
1351
Private Management Group
California
$705K +$12.4K +69 +2%
CCWM
1352
Cassaday & Co Wealth Management
Virginia
$705K – – –
AWM
1353
Angeles Wealth Management
California
$704K +$19.7K +110 +3%
FAM
1354
Flaharty Asset Management
Florida
$703K +$152K +848 +32%
MKC
1355
M. Kraus & Co
Vermont
$702K – – –
FSI
1356
Flow State Investments
Illinois
$702K +$627K +3,500 New
GCM
1357
Greenland Capital Management
New York
$701K +$625K +3,491 New
HWAM
1358
Hennion & Walsh Asset Management
New Jersey
$697K +$622K +3,473 New
X
1359
Xponance
Pennsylvania
$695K -$123K -688 -17%
CFFP
1360
Center for Financial Planning
Michigan
$694K – – –
RRA
1361
Round Rock Advisors
Connecticut
$693K -$76.5K -427 -11%
RAM
1362
Riggs Asset Management
Pennsylvania
$692K +$618K +3,447 New
FSA
1363
Fort Sheridan Advisors
Illinois
$691K +$11.8K +66 +2%
LFA
1364
LGT Financial Advisors
Texas
$691K +$4.3K +24 +0.7%
FNT
1365
First Nebraska Trust
Nebraska
$689K – – –
DA
1366
Doliver Advisors
Texas
$689K -$24.2K -135 -4%
APIM
1367
Agate Pass Investment Management
Washington
$689K -$340K -1,898 -36%
CCFP
1368
Charles Carroll Financial Partners
Massachusetts
$687K +$614K +3,425 New
OBGC
1369
O'Brien Greene & Co
Pennsylvania
$687K -$17.9K -100 -3%
IRC
1370
Investors Research Corp
Georgia
$683K – – –
CIA
1371
Capital Investment Advisors
Georgia
$682K +$103K +575 +20%
AIS
1372
American Investment Services
Massachusetts
$681K – – –
FAB
1373
First American Bank
Illinois
$681K +$14.3K +80 +2%
WDG
1374
Wealth Dimensions Group
Ohio
$676K +$358 +2 +0.1%
MAM
1375
Meeder Asset Management
Ohio
$675K -$10.2K -57 -2%
53 54
55
56 57