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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
MIG
1526
McGuire Investment Group
Rhode Island
$704K – – –
SVWG
1527
Shared Vision Wealth Group
United States
$704K – – –
GBWM
1528
Granite Bay Wealth Management
New Hampshire
$702K +$725K +3,178 New
MKC
1529
M. Kraus & Co
Vermont
$702K – – –
DCM
1530
Donaldson Capital Management
Indiana
$701K +$1.37K +6 +0.2%
CA
1531
CGN Advisors
Kansas
$700K -$18.2K -80 -2%
VF
1532
Vawter Financial
Ohio
$698K -$76.8K -337 -10%
BFO
1533
Biltmore Family Office
North Carolina
$698K -$41.5K -182 -5%
CAAS
1534
Capital Asset Advisory Services
Michigan
$698K -$12.3K -54 -2%
JSSH
1535
J. Safra Sarasin Holding
$696K +$137K +600 +24%
HPM
1536
Hoxton Planning & Management
West Virginia
$696K – – –
HPM
1537
Hudson Portfolio Management
New York
$696K +$121K +531 +20%
CGL
1538
Clarius Group LLC
Washington
$694K – – –
KWM
1539
Kolinsky Wealth Management
New Jersey
$693K +$99.6K +437 +16%
CWM
1540
Copia Wealth Management
Oregon
$693K +$715K +3,135 New
CVA
1541
Central Valley Advisors
California
$691K -$10.6M -46,607 -94%
FAM
1542
Flaharty Asset Management
Florida
$690K +$373K +1,638 +110%
SAF
1543
Smith Anglin Financial
Texas
$689K +$2.05K +9 +0.3%
TT
1544
TI-Trust
Illinois
$689K -$9.58K -42 -1%
CFGW
1545
Chancellor Financial Group WB
Pennsylvania
$689K +$710K +3,116 New
AWM
1546
AAF Wealth Management
Massachusetts
$687K -$3.65K -16 -0.5%
BWP
1547
Balboa Wealth Partners
Arizona
$686K – – –
BCM
1548
BlueCrest Capital Management
Jersey
$685K +$707K +3,100 New
LSA
1549
Lion Street Advisors
Texas
$685K -$18.2K -80 -3%
TFG
1550
Tilson Financial Group
New Jersey
$683K – – –
60 61
62
63 64