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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
CIP
1476
Capital Insight Partners
Arizona
$258K +$231K +1,318 New
CBOR
1477
Community Bank of Raymore
Missouri
$257K -$17.5K -100 -7%
LWP
1478
Legacy Wealth Planning
Nevada
$257K +$229K +1,309 New
TP
1479
Tranquility Partners
Tennessee
$257K +$229K +1,309 New
QC
1480
QCM Cayman
Texas
$255K -$232K -1,324 -50%
MAM
1481
MMA Asset Management
Pennsylvania
$255K +$228K +1,301 New
TNA
1482
True North Advisors
Texas
$254K +$227K +1,297 New
RA
1483
RFG Advisory
Alabama
$252K -$76.5K -437 -26%
ANBT
1484
American National Bank & Trust
Texas
$251K -$9.62K -55 -4%
CWM
1485
Cabot Wealth Management
Massachusetts
$250K -$77.9K -445 -26%
NDSI
1486
Newman Dignan & Sheerar Inc
Rhode Island
$250K +$223K +1,275 New
BAAM
1487
Baker Avenue Asset Management
California
$249K +$222K +1,270 New
NIA
1488
Northstar Investment Advisors
Colorado
$249K +$223K +1,272 New
MCM
1489
Murphy Capital Management
New Jersey
$249K +$223K +1,275 New
BWA
1490
BlueSky Wealth Advisors
North Carolina
$248K +$700 +4 +0.3%
WIA
1491
World Investment Advisors
California
$248K +$191K +1,089 New
IPW
1492
Inlet Private Wealth
Florida
$248K +$222K +1,266 New
HCA
1493
Horan Capital Advisors
Ohio
$246K – – –
WGCA
1494
Wolf Group Capital Advisors
Virginia
$246K +$219K +1,254 New
ZIG
1495
Zuckerman Investment Group
Illinois
$246K +$220K +1,255 New
KFC
1496
Klingenstein Fields & Co
New York
$245K -$31.1K -178 -12%
CPA
1497
Capital Planning Advisors
California
$245K +$219K +1,250 New
CNBTD
1498
Citizens National Bank Trust Department
Mississippi
$245K +$219K +1,250 New
TI
1499
Truepoint Inc
Ohio
$244K +$218K +1,246 New
AWA
1500
Acorn Wealth Advisors
Michigan
$243K +$217K +1,238 New
58 59
60
61 62