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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
WAG
1526
Winthrop Advisory Group
Massachusetts
$557K -$61.4K -305 -11%
FNC
1527
First National Corp
Massachusetts
$557K -$474K -2,357 -48%
DWM
1528
Dynasty Wealth Management
Florida
$556K +$26.2K +130 +5%
SSW
1529
Smith Shellnut Wilson
Mississippi
$555K -$230K -1,145 -31%
UFAC
1530
Urban Financial Advisory Corp
Illinois
$553K -$2.01K -10 -0.4%
RWM
1531
Ritholtz Wealth Management
New York
$550K -$40.4K -201 -7%
JBW
1532
Journey Beyond Wealth
Georgia
$546K – – –
OSNBOA
1533
Old Second National Bank of Aurora
Illinois
$546K – – –
FRA
1534
Frank Rimerman Advisors
California
$545K -$12.9K -64 -2%
WPP
1535
Whalerock Point Partners
Rhode Island
$545K -$401K -1,994 -44%
LCS
1536
Levin Capital Strategies
New York
$544K +$508K +2,523 New
GPA
1537
Garrison Point Advisors
California
$544K +$4.83K +24 +1%
FPGK
1538
Financial Partners Group (Kansas)
Kansas
$543K +$14.9K +74 +3%
FAM
1539
Flaharty Asset Management
Florida
$542K -$51.5K -256 -9%
WCM
1540
Winthrop Capital Management
Indiana
$541K – – –
PP
1541
Postrock Partners
Oregon
$541K -$1.34M -6,682 -73%
OFS
1542
OneAscent Financial Services
Alabama
$540K -$117K -580 -19%
SFC
1543
Strategic Financial Concepts
Texas
$538K -$143K -710 -22%
SIMG
1544
Sonora Investment Management Group
Arizona
$538K – – –
FPB
1545
First PREMIER Bank
South Dakota
$537K +$36.6K +182 +8%
BFIM
1546
Beese Fulmer Investment Management
Ohio
$537K – – –
CNTOF
1547
Canandaigua National Trust of Florida
New York
$537K -$2.82K -14 -0.6%
CF
1548
Cantor Fitzgerald
New York
$536K +$124K +616 +33%
ECAM
1549
East Coast Asset Management
Massachusetts
$536K – – –
PMFA
1550
Plante Moran Financial Advisors
Michigan
$535K -$20.1K -100 -4%
60 61
62
63 64