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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
CIC
1451
Cornercap Investment Counsel
Georgia
$280K +$295K +1,688 New
SAM
1452
SP Asset Management
California
$279K -$15.7K -90 -7%
LA
1453
Legacy Advisors
Pennsylvania
$279K -$10.8K -62 -4%
GAM
1454
Gemmer Asset Management
California
$279K -$6.47K -37 -3%
SFG
1455
Sovereign Financial Group
Connecticut
$278K +$248K +1,418 New
GPA
1456
Guidance Point Advisors
Massachusetts
$277K +$175 +1 +0.1%
GCA
1457
Gradient Capital Advisors
California
$275K -$45.1K -258 -16%
SBL
1458
Sargent Bickham Lagudis
Colorado
$275K – – –
NAS
1459
Nicolet Advisory Services
Wisconsin
$275K +$246K +1,405 New
BB
1460
Berkshire Bank
Massachusetts
$274K -$17.5K -100 -7%
NCM
1461
Noesis Capital Mangement
Florida
$274K – – –
VFIC
1462
Valley Forge Investment Consultants
Pennsylvania
$274K +$245K +1,400 New
CFO
1463
CVA Family Office
Colorado
$272K +$175 +1 +0.1%
FA
1464
FC Advisory
Pennsylvania
$269K +$350 +2 +0.1%
RBFC
1465
Roman Butler Fullerton & Co
Missouri
$269K +$240K +1,371 New
MCM
1466
MV Capital Management
Maryland
$268K -$16.3K -93 -6%
NEPPG
1467
New England Professional Planning Group
Rhode Island
$266K +$9.97K +57 +4%
SAM
1468
Strategy Asset Managers
California
$266K +$237K +1,355 New
LC
1469
Lincoln Capital
Nebraska
$265K +$237K +1,352 New
AC
1470
Asio Capital
Kentucky
$263K – – –
ETS
1471
ESL Trust Services
New York
$263K – – –
RWP
1472
RWA Wealth Partners
Massachusetts
$261K +$233K +1,333 New
AAP
1473
Arax Advisory Partners
Colorado
$259K -$27.3K -156 -11%
CWP
1474
CFM Wealth Partners
Texas
$259K +$231K +1,319 New
RIS
1475
Retirement Income Solutions
Michigan
$259K +$232K +1,323 New
57 58
59
60 61