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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
CSA
1526
Cottage Street Advisors
Massachusetts
$267K -$36.5K -200 -11%
AC
1527
Apella Capital
Connecticut
$267K +$2.74K +15 +0.9%
EWG
1528
Executive Wealth Group
Washington
$265K +$1.46K +8 +0.5%
PFP
1529
Paragon Financial Partners
California
$265K – – –
FWI
1530
Facet Wealth Inc
Maryland
$265K +$17.3K +95 +7%
RA
1531
Rise Advisors
New York
$264K -$7.84K -43 -3%
SCA
1532
STALEY CAPITAL ADVISERS
Pennsylvania
$264K +$292K +1,601 New
QC
1533
Quent Capital
New York
$263K -$204K -1,116 -41%
TFS
1534
Thoroughbred Financial Services
Tennessee
$263K -$10.6K -58 -4%
CA
1535
Cornerstone Advisory
Maryland
$263K +$34.3K +188 +13%
AAS
1536
Annex Advisory Services
Wisconsin
$262K -$40.5K -222 -12%
RIM
1537
Rockbridge Investment Management
New York
$260K +$1.82K +10 +0.6%
SSWM
1538
Smith Salley Wealth Management
North Carolina
$260K -$37.8K -207 -12%
BC
1539
Burleson & Co
California
$260K -$6.38K -35 -2%
BA
1540
Baugh & Associates
Georgia
$260K – – –
NIM
1541
Northeast Investment Management
Massachusetts
$260K +$10.6K +58 +4%
WAOTB
1542
Wealth Advisors of Tampa Bay
Florida
$259K -$260K -1,424 -48%
MG
1543
McCutchen Group
Washington
$259K – – –
NIM
1544
Nicollet Investment Management
Minnesota
$259K – – –
ACA
1545
Aptus Capital Advisors
Alabama
$258K -$63.1K -346 -18%
KL
1546
KilterHowling LLC
Colorado
$257K – – –
LCM
1547
LVM Capital Management
Michigan
$256K – – –
GWMIA
1548
Global Wealth Management Investment Advisory
Florida
$255K -$24.3K -133 -8%
TCB
1549
Texas Capital Bancshares
Texas
$255K – – –
BW
1550
Bison Wealth
Georgia
$255K +$136K +746 +93%
60 61
62
63 64