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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
SW
1526
SkyOak Wealth
Michigan
$545K – – –
MGW
1527
MB Generational Wealth
Washington
$545K -$6.51K -30 -1%
LDB
1528
Lee, Danner & Bass
Tennessee
$544K +$33.2K +153 +6%
WA
1529
Wealth Architects
California
$543K -$1.08K -5 -0.2%
CPA
1530
Capital Performance Advisors
California
$542K +$490K +2,258 +116%
SWA
1531
Sax Wealth Advisors
New Jersey
$542K +$72K +332 +14%
FCCM
1532
First City Capital Management
Georgia
$542K -$7.16K -33 -1%
AC
1533
Addison Capital
Pennsylvania
$541K -$28.2K -130 -5%
CA
1534
CGN Advisors
Kansas
$540K -$101K -464 -15%
MCM
1535
Mengis Capital Management
Oregon
$539K – – –
PAW
1536
Plan A Wealth
Nebraska
$537K -$33.6K -155 -5%
TVAMP
1537
Tennessee Valley Asset Management Partners
Tennessee
$537K -$62.3K -287 -10%
SFP
1538
Shepherd Financial Partners
Massachusetts
$536K +$21.5K +99 +4%
EP
1539
Edgestream Partners
New Jersey
$535K -$4.99K -23 -0.9%
MCP
1540
Mirador Capital Partners
California
$535K -$25.6K -118 -4%
KA
1541
Kovack Advisors
Florida
$535K -$172K -792 -23%
CCG
1542
Cypress Capital Group
Florida
$534K -$449K -2,072 -44%
UCB
1543
United Community Bank
South Carolina
$532K +$6.51K +30 +1%
BWP
1544
Balboa Wealth Partners
Arizona
$531K -$96.3K -444 -14%
TSWM
1545
Triangle Securities Wealth Management
North Carolina
$531K +$577K +2,660 New
BAAM
1546
Baker Avenue Asset Management
California
$528K -$10.4K -48 -2%
IWS
1547
Integrity Wealth Solutions
Colorado
$527K +$322K +1,484 +128%
SCA
1548
St. Clair Advisors
Ohio
$527K -$475K -2,190 -45%
FBT
1549
First Bank & Trust
South Dakota
$526K +$1.52K +7 +0.3%
FFS
1550
Founders Financial Securities
Maryland
$525K +$177K +818 +44%
60 61
62
63 64