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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
RMP
1501
Richards, Merrill & Peterson
Washington
$677K +$228K +995 +55%
CAL
1502
Capital Analysts LLC
Pennsylvania
$676K -$3.21K -14 -0.5%
DCM
1503
Discovery Capital Management
Connecticut
$674K +$570K +2,484 +823%
AWM
1504
AAF Wealth Management
Massachusetts
$674K +$688 +3 +0.1%
SPWM
1505
Schrum Private Wealth Management
Florida
$674K -$151K -658 -19%
BPAMU
1506
BTG Pactual Asset Management US
New York
$673K -$3M -13,073 -82%
BSTWA
1507
Blake Schutter Theil Wealth Advisors
Ohio
$673K – – –
WFS
1508
WealthGarden F.S.
California
$672K +$1.61K +7 +0.3%
MAM
1509
Morse Asset Management
Connecticut
$668K -$459 -2 -0.1%
RWM
1510
Ritholtz Wealth Management
New York
$667K +$47.5K +207 +8%
MMHP
1511
Murphy Middleton Hinkle & Parker
Georgia
$666K +$47.3K +206 +8%
GLF
1512
Groupe la Francaise
France
$663K +$740K +3,224 New
SW
1513
SkyOak Wealth
Michigan
$662K +$918 +4 +0.1%
LI
1514
LRI Investments
Florida
$662K -$47.5K -207 -7%
TF
1515
Trek Financial
Arizona
$662K +$271K +1,181 +76%
CSA
1516
Cornerstone Select Advisors
Missouri
$662K +$65.2K +284 +12%
TGAM
1517
TBH Global Asset Management
Tennessee
$661K +$627K +2,734 New
FWM
1518
Forza Wealth Management
Florida
$661K – – –
HPM
1519
Hudson Portfolio Management
New York
$661K -$52.8K -230 -8%
IWP
1520
IAG Wealth Partners
Wisconsin
$656K -$17K -74 -3%
TCBWMS
1521
Texas Capital Bank Wealth Management Services
Texas
$655K +$73.2K +319 +13%
EW
1522
Elyxium Wealth
California
$653K -$65.2K -284 -10%
BWM
1523
BigSur Wealth Management
Florida
$653K -$161K -700 -21%
FCCM
1524
First City Capital Management
Georgia
$653K +$22.9K +100 +4%
OFS
1525
OneAscent Financial Services
Alabama
$651K +$46.6K +203 +8%
59 60
61
62 63