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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
AFA
1426
Atlanta Financial Associates
Georgia
$378K – – –
DWM
1427
Darwin Wealth Management
Florida
$378K +$59.4K +272 +19%
KOC
1428
Koss-Olinger Consulting
Florida
$378K +$373K +1,709 New
TA
1429
Trellis Advisors
Washington
$376K -$69.2K -317 -16%
EWM
1430
Executive Wealth Management
Michigan
$374K +$126K +575 +51%
UWPG
1431
Ullmann Wealth Partners Group
Florida
$373K +$17.5K +80 +5%
IIA
1432
IPG Investment Advisors
California
$371K +$367K +1,680 New
OFG
1433
Omega Financial Group
California
$371K -$3.49K -16 -0.9%
CB
1434
CNB Bank
Pennsylvania
$371K – – –
SAM
1435
Seelaus Asset Management
New Jersey
$370K -$29.3K -134 -7%
SAM
1436
S.A. Mason
Michigan
$370K – – –
HS
1437
Horan Securities
United States
$369K -$28.6K -131 -7%
PK
1438
Pflug Koory
Nebraska
$368K – – –
EI
1439
Ellevest Inc
New York
$368K +$21.8K +100 +6%
PIA
1440
Pinion Investment Advisors
Kansas
$364K +$360K +1,648 New
BC
1441
Burleson & Co
California
$363K -$89.5K -410 -20%
LCM
1442
Logan Capital Management
Pennsylvania
$362K – – –
AWMT
1443
AAFMAA Wealth Management & Trust
North Carolina
$358K -$3.71K -17 -1%
TCWM
1444
Total Clarity Wealth Management
Illinois
$358K – – –
KCM
1445
Kornitzer Capital Management
Kansas
$354K -$71.6K -328 -17%
CA
1446
Cornerstone Advisory
Maryland
$354K +$873 +4 +0.3%
SCP
1447
Syntal Capital Partners
Texas
$353K -$29.5K -135 -8%
BWM
1448
BerganKDV Wealth Management
Minnesota
$351K -$3.71K -17 -1%
EWG
1449
Executive Wealth Group
Washington
$349K +$655 +3 +0.2%
JPG
1450
Jordan Park Group
California
$348K -$19.9K -91 -5%
56 57
58
59 60