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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
PK
1401
Pflug Koory
Nebraska
$326K – – –
SCA
1402
Stillwater Capital Advisors
Pennsylvania
$326K +$7.88K +45 +3%
TA
1403
TruWealth Advisors
Louisiana
$323K +$289K +1,650 New
LCM
1404
Logan Capital Management
Pennsylvania
$322K – – –
AWMT
1405
AAFMAA Wealth Management & Trust
North Carolina
$321K +$287K +1,639 New
TCWM
1406
Total Clarity Wealth Management
Illinois
$317K +$2.63K +15 +0.9%
TFS
1407
Thoroughbred Financial Services
Tennessee
$316K +$6.13K +35 +2%
UWPG
1408
Ullmann Wealth Partners Group
Florida
$315K -$53.7K -307 -16%
BWM
1409
BerganKDV Wealth Management
Minnesota
$315K – – –
ED
1410
Exane Derivatives
France
$313K -$236K -1,350 -46%
P
1411
&Partners
Tennessee
$313K -$17.5K -100 -6%
CA
1412
Cornerstone Advisory
Maryland
$313K +$175 +1 +0.1%
MC
1413
Martin & Co
Tennessee
$312K -$20.1K -115 -7%
ECG
1414
EPIQ Capital Group
California
$311K +$700 +4 +0.3%
LNB
1415
Ledyard National Bank
$310K -$48.1K -275 -15%
AA
1416
Apriem Advisors
California
$310K +$276K +1,580 New
OCPWS
1417
One Charles Private Wealth Services
Massachusetts
$310K +$276K +1,580 New
EWG
1418
Executive Wealth Group
Washington
$309K +$875 +5 +0.3%
BA
1419
Baugh & Associates
Georgia
$309K – – –
NIM
1420
Northeast Investment Management
Massachusetts
$308K -$30.4K -174 -10%
EI
1421
Ellevest Inc
New York
$307K -$12.4K -71 -4%
DL
1422
DOHJ LLC
Washington
$306K – – –
SFG
1423
SevenBridge Financial Group
Pennsylvania
$305K -$20.1K -115 -7%
JFS
1424
JD Financial Services
Pennsylvania
$303K +$270K +1,544 New
GKWIM
1425
Gerber Kawasaki Wealth & Investment Management
California
$303K +$271K +1,547 New
55 56
57
58 59