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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
IPW
1526
Inlet Private Wealth
Florida
$280K – – –
JFS
1527
JD Financial Services
Pennsylvania
$279K -$61.8K -283 -18%
KW
1528
KWB Wealth
California
$279K +$276K +1,264 New
HCA
1529
Horan Capital Advisors
Ohio
$278K – – –
CPA
1530
Capital Planning Advisors
California
$276K – – –
CNBTD
1531
Citizens National Bank Trust Department
Mississippi
$276K – – –
KFC
1532
Klingenstein Fields & Co
New York
$276K – – –
MS
1533
Maven Securities
Jersey
$276K +$274K +1,256 New
LA
1534
Legacy Advisors
Pennsylvania
$274K -$39.5K -181 -13%
TI
1535
Truepoint Inc
Ohio
$274K -$1.09K -5 -0.4%
PCMC
1536
Paragon Capital Management (Colorado)
Colorado
$274K +$271K +1,240 New
FSCM
1537
Front Street Capital Management
Montana
$274K +$271K +1,242 New
ICP
1538
Interchange Capital Partners
Pennsylvania
$272K +$437 +2 +0.2%
MAG
1539
Mayfair Advisory Group
Alabama
$271K – – –
GWMIA
1540
Global Wealth Management Investment Advisory
Florida
$271K +$16.6K +76 +7%
SWP
1541
Strategic Wealth Partners
Ohio
$269K +$266K +1,218 New
BSB
1542
Bangor Savings Bank
Maine
$268K -$2.18K -10 -0.8%
GGS
1543
Galvin Gaustad & Stein
Arizona
$268K – – –
MHR
1544
Matthew Hamilton Rosenberg
$268K – – –
WP
1545
WealthShield Partners
North Carolina
$268K +$264K +1,211 New
WAOTB
1546
Wealth Advisors of Tampa Bay
Florida
$268K +$265K +1,213 New
CAM
1547
Cypress Asset Management
Texas
$267K – – –
JAFL
1548
Jay A. Fishman Ltd
Michigan
$265K – – –
AOWM
1549
Alpha Omega Wealth Management
Virginia
$265K – – –
HWM
1550
Hohimer Wealth Management
Washington
$263K +$13.1K +60 +5%
60 61
62
63 64