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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
CWP
1401
Concord Wealth Partners
Virginia
$542K +$550K +2,435 New
CTA
1402
Chesley Taft & Associates
Illinois
$537K +$124K +550 +29%
EB
1403
Eastern Bank
Massachusetts
$535K -$75.2K -333 -12%
LA
1404
LexAurum Advisors
Kansas
$534K -$4.29K -19 -0.8%
SFM
1405
Signet Financial Management
New Jersey
$534K +$24.9K +110 +5%
CGPCS
1406
Capital Group Private Client Services
California
$532K -$628K -2,780 -54%
AS
1407
Altshuler Shaham
Israel
$531K +$540K +2,388 New
TFA
1408
Teamwork Financial Advisors
Texas
$528K +$498K +2,204 +1,312%
AUB
1409
Atlantic Union Bankshares
Virginia
$527K – – –
MCG
1410
McCollum Christoferson Group
New York
$526K -$32.8K -145 -6%
HI
1411
Horizon Investments
North Carolina
$526K +$11.3K +50 +2%
JIC
1412
Joel Isaacson & Co
New York
$525K +$2.49K +11 +0.5%
RWP
1413
RWA Wealth Partners
Massachusetts
$525K +$22.8K +101 +4%
OFA
1414
Oak Family Advisors
Illinois
$525K +$322K +1,423 +152%
FFM
1415
Forum Financial Management
Illinois
$525K +$533K +2,361 New
WWA
1416
WC Walker & Associates
California
$524K -$102K -450 -16%
TF
1417
TimeScale Financial
Massachusetts
$522K +$3.39K +15 +0.6%
GIM
1418
Goelzer Investment Management
Indiana
$522K +$124K +549 +31%
LAM
1419
LifePro Asset Management
California
$521K +$6.78K +30 +1%
KC
1420
Kingfisher Capital
North Carolina
$520K -$165K -731 -24%
CIA
1421
Capital Investment Advisors
Georgia
$518K +$12.7K +56 +2%
CT
1422
Columbia Trust
Oregon
$516K – – –
BLC
1423
Brown, Lisle/Cummings
Rhode Island
$515K +$523K +2,315 New
BCM
1424
Bienville Capital Management
New York
$514K – – –
CWM
1425
Centric Wealth Management
Illinois
$513K -$1.25M -5,547 -71%
55 56
57
58 59