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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
PAWA
1526
Palo Alto Wealth Advisors
California
$424K +$1.21K +6 +0.3%
GCM
1527
Gables Capital Management
Florida
$422K +$76.4K +378 +22%
PCMF
1528
Private Capital Management (Florida)
Florida
$421K – – –
FCM
1529
Fourpath Capital Management
Oklahoma
$421K -$4.65K -23 -1%
CFGS
1530
Concourse Financial Group Securities
Alabama
$421K -$1.56M -7,739 -79%
PAM
1531
PVG Asset Management
Colorado
$421K +$419K +2,074 New
CB
1532
CNB Bank
Pennsylvania
$419K -$64.7K -320 -13%
DWP
1533
Destiny Wealth Partners
Florida
$418K – – –
FI
1534
Financial Insights
Washington
$418K – – –
MSWMA
1535
Market Street Wealth Management Advisors
Indiana
$417K – – –
SWM
1536
StoneCrest Wealth Management
Arizona
$417K -$50.3K -249 -11%
BMC
1537
Beaton Management Company
Massachusetts
$416K – – –
VIA
1538
Vickerman Investment Advisors
Washington
$415K -$4.04K -20 -1%
MSFS
1539
Main Street Financial Solutions
Pennsylvania
$414K +$12.5K +62 +3%
VIM
1540
Vista Investment Management
Pennsylvania
$411K – – –
PCM
1541
Parsons Capital Management
Rhode Island
$410K -$32.7K -162 -7%
RWA
1542
Redmont Wealth Advisors
Illinois
$410K +$39.8K +197 +11%
EW
1543
Evoke Wealth
California
$408K -$4.78M -23,634 -92%
KAM
1544
KEB Asset Management
Illinois
$408K – – –
MPM
1545
Meritage Portfolio Management
Kansas
$408K +$3.03K +15 +0.8%
AFS
1546
AFG Fiduciary Services
Massachusetts
$408K -$5.05K -25 -1%
GIM
1547
Goelzer Investment Management
Indiana
$408K -$113K -559 -22%
MFG
1548
Midwest Financial Group
Kansas
$407K +$176K +869 +77%
LCM
1549
Lunt Capital Management
Utah
$407K +$7.07K +35 +2%
RP
1550
Rice Partnership
Hawaii
$406K +$2.42K +12 +0.6%
60 61
62
63 64