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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
TFG
1451
Tilson Financial Group
New Jersey
$616K – – –
PTB
1452
Pioneer Trust Bank
Oregon
$615K – – –
RRA
1453
Round Rock Advisors
Connecticut
$615K +$123K +567 +23%
BPC
1454
Bearing Point Capital
Minnesota
$615K – – –
APW
1455
Acima Private Wealth
Virginia
$615K – – –
ICP
1456
Interchange Capital Partners
Pennsylvania
$615K -$31.9K -147 -5%
PTP
1457
Platform Technology Partners
New York
$614K +$202K +930 +43%
OFS
1458
OneAscent Financial Services
Alabama
$612K +$341K +1,570 +105%
CC
1459
Cultivar Capital
Texas
$611K +$6.29K +29 +1%
MAM
1460
MMA Asset Management
Pennsylvania
$611K +$35.1K +162 +6%
MPW
1461
Monterey Private Wealth
California
$610K -$152K -700 -19%
JSSH
1462
J. Safra Sarasin Holding
$608K -$21.7K -100 -3%
GWP
1463
Gen-Wealth Partners
Michigan
$608K -$301K -1,386 -31%
GFG
1464
Grantvest Financial Group
New Jersey
$608K -$6.51K -30 -1%
BIA
1465
Bigelow Investment Advisors
Maine
$606K -$40.1K -185 -6%
BP
1466
BBR Partners
New York
$605K -$302K -1,390 -31%
HPM
1467
Hudson Portfolio Management
New York
$604K -$26K -120 -4%
DC
1468
Defender Capital
North Carolina
$604K – – –
AFAS
1469
Acorn Financial Advisory Services
Virginia
$604K -$86.6K -399 -12%
SWMG
1470
Sard Wealth Management Group
Georgia
$604K +$1.3K +6 +0.2%
CVA
1471
Central Valley Advisors
California
$602K -$22.8K -105 -3%
JFA
1472
JNBA Financial Advisors
Minnesota
$599K -$14.5K -67 -2%
DA
1473
DCF Advisers
Connecticut
$598K -$1.68M -7,750 -72%
WWM
1474
Woodside Wealth Management
Massachusetts
$598K +$651K +3,000 New
BWA
1475
Blodgett Wealth Advisors
California
$597K – – –
57 58
59
60 61