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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
SFG
1426
SevenBridge Financial Group
Pennsylvania
$378K +$20K +89 +6%
CC
1427
Claybrook Capital
Massachusetts
$378K +$370K +1,646 New
BC
1428
Burleson & Co
California
$375K -$2.47K -11 -0.7%
DWM
1429
Darwin Wealth Management
Florida
$373K -$19.1K -85 -5%
APSP
1430
Asset Planning Services (Pennsylvania)
Pennsylvania
$373K -$18.9K -84 -5%
JFGLC
1431
Johnson Financial Group LLC (Colorado)
Colorado
$373K +$365K +1,625 New
AWMT
1432
AAFMAA Wealth Management & Trust
North Carolina
$372K – – –
CT
1433
Cambridge Trust
Massachusetts
$371K -$81.6K -363 -18%
BWP
1434
Baldwin Wealth Partners
Massachusetts
$369K +$51.3K +228 +17%
BWM
1435
Baystate Wealth Management
Massachusetts
$369K +$255K +1,136 +241%
MSAGDF
1436
Moneda SA Administradora General de Fondos
Chile
$367K -$333K -1,480 -48%
SCP
1437
Syntal Capital Partners
Texas
$367K – – –
P
1438
&Partners
Tennessee
$367K +$11.2K +50 +3%
HCM
1439
Horrell Capital Management
Arkansas
$367K +$283K +1,260 +373%
FIB
1440
First Interstate Bank
Montana
$366K +$359K +1,597 New
TWA
1441
TCI Wealth Advisors
Arizona
$365K -$58.7K -261 -14%
PFA
1442
Professional Financial Advisors
Nebraska
$364K -$35.5K -158 -9%
BWM
1443
BerganKDV Wealth Management
Minnesota
$364K – – –
EWG
1444
Executive Wealth Group
Washington
$363K +$450 +2 +0.1%
BA
1445
Baugh & Associates
Georgia
$362K – – –
NCM
1446
Noesis Capital Mangement
Florida
$359K +$60.7K +270 +19%
IFA
1447
Interactive Financial Advisors
Illinois
$357K -$62.1K -276 -15%
NIM
1448
Northeast Investment Management
Massachusetts
$356K – – –
UWPG
1449
Ullmann Wealth Partners Group
Florida
$355K -$31.7K -141 -8%
CSPIA
1450
Cary Street Partners Investment Advisory
Virginia
$353K +$11.2K +50 +3%
56 57
58
59 60