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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
1426
Diversify Wealth Management
Utah
$770K -$25.9K -113 -3%
TW
1427
TritonPoint Wealth
Maryland
$770K -$6.42K -28 -0.9%
MCM
1428
M1 Capital Management
Michigan
$768K -$8.95K -39 -1%
OBGC
1429
O'Brien Greene & Co
Pennsylvania
$768K -$2.75K -12 -0.4%
NRC
1430
New Republic Capital
North Carolina
$765K +$1.15K +5 +0.2%
BFO
1431
Biltmore Family Office
North Carolina
$764K – – –
UB
1432
Umpqua Bank
Oregon
$763K -$117K -512 -14%
LW
1433
Linscomb Wealth
Texas
$763K -$32.6K -142 -4%
MAM
1434
Mystic Asset Management
Rhode Island
$762K +$35.6K +155 +5%
IRC
1435
Investors Research Corp
Georgia
$752K -$62K -270 -8%
CWM
1436
Copia Wealth Management
Oregon
$752K +$24.3K +106 +4%
PCTC
1437
Perkins Coie Trust Company
Washington
$751K – – –
TFG
1438
Tilson Financial Group
New Jersey
$751K +$1.61K +7 +0.2%
TT
1439
TI-Trust
Illinois
$751K +$8.26K +36 +1%
RDFA
1440
Ritter Daniher Financial Advisory
Ohio
$749K -$98K -427 -12%
SDWMA
1441
Schneider Downs Wealth Management Advisors
Pennsylvania
$748K -$8.72K -38 -1%
PWG
1442
Private Wealth Group
Florida
$748K – – –
ISB
1443
Iowa State Bank
Iowa
$748K – – –
PTB
1444
Pioneer Trust Bank
Oregon
$746K – – –
BPC
1445
Bearing Point Capital
Minnesota
$746K – – –
APW
1446
Acima Private Wealth
Virginia
$745K – – –
DP
1447
Dearborn Partners
Illinois
$745K -$57.4K -250 -8%
RIA
1448
RPG Investment Advisory
California
$745K +$3.44K +15 +0.5%
JHCP
1449
Jackson Hole Capital Partners
Oklahoma
$745K -$193K -841 -21%
RFP
1450
Root Financial Partners
California
$744K +$255K +1,112 +57%
56 57
58
59 60