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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
FP
1501
Financial Perspectives
Minnesota
$559K +$34K +159 +7%
OSNBOA
1502
Old Second National Bank of Aurora
Illinois
$558K – – –
MWM
1503
Moulton Wealth Management
Washington
$556K +$543K +2,538 New
USCWA
1504
U.S. Capital Wealth Advisors
Texas
$555K +$77K +360 +17%
SCM
1505
Sollinda Capital Management
Florida
$555K -$58K -271 -10%
SIA
1506
SeaBridge Investment Advisors
New Jersey
$554K – – –
MSFS
1507
Main Street Financial Solutions
Pennsylvania
$553K +$99.1K +463 +23%
FWI
1508
Facet Wealth Inc
Maryland
$552K -$179K -837 -25%
VFG
1509
V2 Financial group
Illinois
$551K +$214 +1 +0%
PL
1510
Plancorp LLC
Missouri
$550K +$19.5K +91 +4%
BFIM
1511
Beese Fulmer Investment Management
Ohio
$550K +$16K +75 +3%
ECAM
1512
East Coast Asset Management
Massachusetts
$548K -$4.07K -19 -0.8%
PCMF
1513
Private Capital Management (Florida)
Florida
$547K +$85.6K +400 +19%
RMAM
1514
Raab & Moskowitz Asset Management
New Jersey
$547K – – –
ML
1515
McAdam LLC
Pennsylvania
$546K -$16.9K -79 -3%
OAS
1516
Optivise Advisory Services
Tennessee
$544K -$135K -630 -20%
MWM
1517
Mascoma Wealth Management
New Hampshire
$544K – – –
SWA
1518
Sax Wealth Advisors
New Jersey
$542K +$177K +828 +51%
IDBONY
1519
Israel Discount Bank of New York
New York
$541K -$37.2K -174 -7%
BMC
1520
Beaton Management Company
Massachusetts
$540K +$84.5K +395 +19%
SCA
1521
STALEY CAPITAL ADVISERS
Pennsylvania
$540K +$107K +502 +26%
SIMG
1522
Sonora Investment Management Group
Arizona
$539K -$59.5K -278 -10%
RWA
1523
Redhawk Wealth Advisors
Minnesota
$535K +$518K +2,423 New
FWA
1524
FSM Wealth Advisors
Ohio
$530K +$1.28K +6 +0.3%
AFG
1525
Allegheny Financial Group
Pennsylvania
$529K -$54.6K -255 -10%
59 60
61
62 63