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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
MP
1376
McDonald Partners
Ohio
$357K -$437K -2,395 -53%
WFAG
1377
Wescott Financial Advisory Group
Pennsylvania
$357K +$129K +709 +49%
RVPG
1378
Relative Value Partners Group
$357K +$395K +2,165 New
WAAG
1379
Wealth Alliance Advisory Group
Kansas
$356K -$104K -568 -21%
CWM
1380
Collaborative Wealth Management
Florida
$353K -$77.3K -424 -17%
STB
1381
S&T Bank
Pennsylvania
$353K – – –
BFO
1382
Biltmore Family Office
North Carolina
$352K – – –
TC
1383
TwinBeech Capital
New York
$352K +$389K +2,135 New
CCM
1384
Compton Capital Management
Rhode Island
$351K -$91.2K -500 -19%
LP
1385
LGL Partners
Pennsylvania
$351K -$15.7K -86 -4%
VIM
1386
Vista Investment Management
Pennsylvania
$350K – – –
STC
1387
Sarah T. Connolly
$348K -$33.7K -185 -8%
MMPW
1388
Mitchell McLeod Pugh & Williams
Alabama
$348K +$385K +2,111 New
TAM
1389
Trillium Asset Management
Massachusetts
$347K – – –
MNBTD
1390
Moody National Bank Trust Division
Texas
$347K +$384K +2,105 New
TC
1391
Trilogy Capital
California
$346K -$23.9K -131 -6%
ICM
1392
Intrepid Capital Management
Florida
$345K +$381K +2,090 New
AFG
1393
Allegheny Financial Group
Pennsylvania
$344K -$16.8K -92 -4%
SP
1394
Successful Portfolios
Florida
$344K -$11.9K -65 -3%
EI
1395
Ellevest Inc
New York
$344K +$32.5K +178 +9%
LA
1396
Legacy Advisors
Pennsylvania
$344K +$380K +2,084 New
DIA
1397
Dana Investment Advisors
Wisconsin
$343K -$23.9K -131 -6%
SGCA
1398
Steel Grove Capital Advisors
Tennessee
$343K +$84.8K +465 +29%
HR
1399
Howe & Rusling
New York
$342K -$11.5K -63 -3%
FLA
1400
Financial Life Advisors
Texas
$341K – – –
54 55
56
57 58