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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
EB
1351
Exchange Bank
California
$603K -$24.9K -123 -4%
FBC
1352
Fairfield, Bush & Co
Connecticut
$602K -$7.07K -35 -1%
APIM
1353
Agate Pass Investment Management
Washington
$600K -$25.3K -125 -4%
LOPW
1354
Live Oak Private Wealth
North Carolina
$600K -$11.3K -56 -2%
CCP
1355
Clarkston Capital Partners
Michigan
$599K – – –
BCG
1356
Breakwater Capital Group
New Jersey
$599K +$195K +964 +49%
MW
1357
Marcum Wealth
Ohio
$597K +$8.69K +43 +1%
BW
1358
Bison Wealth
Georgia
$593K – – –
MCM
1359
Mainstay Capital Management
Michigan
$593K -$472K -2,335 -44%
FFM
1360
Forum Financial Management
Illinois
$592K +$808 +4 +0.1%
AC
1361
AlphaCore Capital
California
$591K -$82.5K -408 -12%
NCM
1362
Narwhal Capital Management
Georgia
$589K -$808 -4 -0.1%
TC
1363
TwinBeech Capital
New York
$588K +$585K +2,896 New
TC
1364
TAGStone Capital
North Carolina
$586K -$19.4K -96 -3%
RPGK
1365
Retirement Planning Group (Kansas)
Kansas
$586K -$6.67K -33 -1%
CAM
1366
Chesapeake Asset Management
New York
$586K -$36.6K -181 -6%
LFA
1367
LGT Financial Advisors
Texas
$585K -$113K -557 -16%
CAAS
1368
Capital Asset Advisory Services
Michigan
$585K -$3.44K -17 -0.6%
RRA
1369
Round Rock Advisors
Connecticut
$583K -$25.7K -127 -4%
CTWM
1370
Cherry Tree Wealth Management
Minnesota
$583K -$36.2K -179 -6%
DMC
1371
Drexel Morgan & Co
Pennsylvania
$581K – – –
JPG
1372
Jordan Park Group
California
$581K -$66.9K -331 -10%
FFO
1373
Fortitude Family Office
Arizona
$580K – – –
AFG
1374
ABLE Financial Group
Arizona
$577K -$93.6K -463 -14%
MCM
1375
Mengis Capital Management
Oregon
$575K -$35.4K -175 -6%
53 54
55
56 57