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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
FMN
1501
Financial Management Network
California
$561K +$30K +140 +6%
EI
1502
Ellevest Inc
New York
$559K -$108K -506 -17%
FP
1503
Financial Perspectives
Minnesota
$559K +$34K +159 +7%
OSNBOA
1504
Old Second National Bank of Aurora
Illinois
$558K – – –
MWM
1505
Moulton Wealth Management
Washington
$556K +$543K +2,538 New
USCWA
1506
U.S. Capital Wealth Advisors
Texas
$555K +$77K +360 +17%
SCM
1507
Sollinda Capital Management
Florida
$555K -$58K -271 -10%
SIA
1508
SeaBridge Investment Advisors
New Jersey
$554K – – –
MSFS
1509
Main Street Financial Solutions
Pennsylvania
$553K +$99.1K +463 +23%
FWI
1510
Facet Wealth Inc
Maryland
$552K -$179K -837 -25%
VFG
1511
V2 Financial group
Illinois
$551K +$214 +1 +0%
PL
1512
Plancorp LLC
Missouri
$550K +$19.5K +91 +4%
BFIM
1513
Beese Fulmer Investment Management
Ohio
$550K +$16K +75 +3%
AFP
1514
Advus Financial Partners
Florida
$549K +$2.35K +11 +0.4%
ECAM
1515
East Coast Asset Management
Massachusetts
$548K -$4.07K -19 -0.8%
PCMF
1516
Private Capital Management (Florida)
Florida
$547K +$85.6K +400 +19%
RMAM
1517
Raab & Moskowitz Asset Management
New Jersey
$547K – – –
ML
1518
McAdam LLC
Pennsylvania
$546K -$16.9K -79 -3%
OAS
1519
Optivise Advisory Services
Tennessee
$544K -$135K -630 -20%
MWM
1520
Mascoma Wealth Management
New Hampshire
$544K – – –
SWA
1521
Sax Wealth Advisors
New Jersey
$542K +$177K +828 +51%
IDBONY
1522
Israel Discount Bank of New York
New York
$541K -$37.2K -174 -7%
BMC
1523
Beaton Management Company
Massachusetts
$540K +$84.5K +395 +19%
SCA
1524
STALEY CAPITAL ADVISERS
Pennsylvania
$540K +$107K +502 +26%
SIMG
1525
Sonora Investment Management Group
Arizona
$539K -$59.5K -278 -10%
59 60
61
62 63