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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
FPGK
1376
Financial Partners Group (Kansas)
Kansas
$361K – – –
BFM
1377
Boothbay Fund Management
New York
$360K +$398K +2,180 New
MP
1378
McDonald Partners
Ohio
$357K -$437K -2,395 -53%
WFAG
1379
Wescott Financial Advisory Group
Pennsylvania
$357K +$129K +709 +49%
RVPG
1380
Relative Value Partners Group
$357K +$395K +2,165 New
WAAG
1381
Wealth Alliance Advisory Group
Kansas
$356K -$104K -568 -21%
CWM
1382
Collaborative Wealth Management
Florida
$353K -$77.3K -424 -17%
STB
1383
S&T Bank
Pennsylvania
$353K – – –
BFO
1384
Biltmore Family Office
North Carolina
$352K – – –
TC
1385
TwinBeech Capital
New York
$352K +$389K +2,135 New
CCM
1386
Compton Capital Management
Rhode Island
$351K -$91.2K -500 -19%
LP
1387
LGL Partners
Pennsylvania
$351K -$15.7K -86 -4%
VIM
1388
Vista Investment Management
Pennsylvania
$350K – – –
STC
1389
Sarah T. Connolly
$348K -$33.7K -185 -8%
MMPW
1390
Mitchell McLeod Pugh & Williams
Alabama
$348K +$385K +2,111 New
TAM
1391
Trillium Asset Management
Massachusetts
$347K – – –
MNBTD
1392
Moody National Bank Trust Division
Texas
$347K +$384K +2,105 New
TC
1393
Trilogy Capital
California
$346K -$23.9K -131 -6%
ICM
1394
Intrepid Capital Management
Florida
$345K +$381K +2,090 New
AFG
1395
Allegheny Financial Group
Pennsylvania
$344K -$16.8K -92 -4%
SP
1396
Successful Portfolios
Florida
$344K -$11.9K -65 -3%
EI
1397
Ellevest Inc
New York
$344K +$32.5K +178 +9%
LA
1398
Legacy Advisors
Pennsylvania
$344K +$380K +2,084 New
DIA
1399
Dana Investment Advisors
Wisconsin
$343K -$23.9K -131 -6%
SGCA
1400
Steel Grove Capital Advisors
Tennessee
$343K +$84.8K +465 +29%
54 55
56
57 58