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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
AFG
1526
Allegheny Financial Group
Pennsylvania
$489K +$72.9K +407 +20%
BFIM
1527
Beese Fulmer Investment Management
Ohio
$489K +$2.33K +13 +0.5%
FPW
1528
Flagship Private Wealth
Massachusetts
$487K -$20.6K -115 -5%
PCA
1529
Pallas Capital Advisors
Massachusetts
$487K -$23.8K -133 -5%
CB
1530
CNB Bank
Pennsylvania
$484K -$19.7K -110 -4%
QC
1531
Quadrature Capital
United Kingdom
$482K +$431K +2,403 New
CSIC
1532
Clifford Swan Investment Counsel
California
$482K – – –
BOSSRA
1533
B.O.S.S. Retirement Advisors
Utah
$482K -$3.61M -20,136 -89%
MWP
1534
Madison Wealth Partners
Wisconsin
$481K -$19.7K -110 -4%
BA
1535
Bluesphere Advisors
Pennsylvania
$481K -$62K -346 -13%
LWL
1536
Leo Wealth LLC
Texas
$477K +$426K +2,376 New
FCA
1537
FinTrust Capital Advisors
South Carolina
$476K +$348K +1,940 +448%
SWMG
1538
Sard Wealth Management Group
Georgia
$476K +$425K +2,371 New
CWM
1539
Curi Wealth Management
North Carolina
$474K +$124K +693 +42%
PWMA
1540
Pension & Wealth Management Advisors
Massachusetts
$473K +$345K +1,926 +450%
TA
1541
TFG Advisers
Michigan
$472K +$15.8K +88 +4%
MMH
1542
Menora Mivtachim Holdings
Israel
$471K +$420K +2,346 New
FPGK
1543
Financial Partners Group (Kansas)
Kansas
$470K +$179 +1 +0%
SSW
1544
Smith Shellnut Wilson
Mississippi
$469K +$7.52K +42 +2%
SFG
1545
Sage Financial Group
Pennsylvania
$469K -$3.4K -19 -0.8%
MCP
1546
Mirador Capital Partners
California
$469K +$151K +841 +56%
OWA
1547
Octavia Wealth Advisors
Ohio
$468K -$54.1K -302 -11%
HI
1548
Horizon Investments
North Carolina
$468K +$57K +318 +16%
FMN
1549
Financial Management Network
California
$468K +$151K +841 +53%
MLA
1550
My Legacy Advisors
Oregon
$466K +$432K +2,409 New
60 61
62
63 64