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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
DLCIG
1526
D.L. Carlson Investment Group
New Hampshire
$292K -$21K -114 -7%
AWA
1527
Amplius Wealth Advisors
Pennsylvania
$292K +$37.9K +206 +14%
MAWCM
1528
Mine & Arao Wealth Creation & Management
California
$291K -$15.1K -82 -5%
RA
1529
Rise Advisors
New York
$291K -$921 -5 -0.3%
P
1530
&Partners
Tennessee
$290K -$35K -190 -10%
BP
1531
BBR Partners
New York
$290K +$18.2K +99 +6%
SCG
1532
Sonata Capital Group
Washington
$290K +$47.7K +259 +19%
SAM
1533
S.A. Mason
Michigan
$290K -$4.6K -25 -2%
FCCM
1534
First City Capital Management
Georgia
$290K +$5.71K +31 +2%
EWG
1535
Executive Wealth Group
Washington
$289K +$1.1K +6 +0.4%
MWAM
1536
Manhattan West Asset Management
California
$288K +$297K +1,612 New
APW
1537
Aurora Private Wealth
New Jersey
$287K -$25.2K -137 -8%
PFP
1538
Paragon Financial Partners
California
$287K – – –
ZIM
1539
Zacks Investment Management
Illinois
$286K -$2.83M -15,375 -91%
SSWM
1540
Smith Salley Wealth Management
North Carolina
$285K -$23K -125 -7%
CA
1541
Cornerstone Advisory
Maryland
$285K +$184 +1 +0.1%
FA
1542
FC Advisory
Pennsylvania
$284K +$28.7K +156 +11%
TFS
1543
Thoroughbred Financial Services
Tennessee
$284K – – –
CWM
1544
Castle Wealth Management
Florida
$283K – – –
BA
1545
Baugh & Associates
Georgia
$281K – – –
WAOTB
1546
Wealth Advisors of Tampa Bay
Florida
$281K +$4.05K +22 +1%
CWM
1547
Calamos Wealth Management
Illinois
$281K +$28.4K +154 +11%
KL
1548
KilterHowling LLC
Colorado
$280K – – –
AAS
1549
Annex Advisory Services
Wisconsin
$280K -$3.68K -20 -1%
PCMC
1550
Private Capital Management (Colorado)
Colorado
$280K +$368 +2 +0.1%
60 61
62
63 64