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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
PMFA
1526
Plante Moran Financial Advisors
Michigan
$692K -$311K -1,204 -30%
IWA
1527
Independent Wealth Advisors
North Carolina
$692K +$38.2K +148 +6%
PCMF
1528
Private Capital Management (Florida)
Florida
$691K +$32K +124 +5%
FMN
1529
Financial Management Network
California
$691K +$258 +1 +0%
SPWM
1530
Schrum Private Wealth Management
Florida
$690K – – –
EPW
1531
Endeavor Private Wealth
Kansas
$690K -$51.1K -198 -7%
BSTWA
1532
Blake Schutter Theil Wealth Advisors
Ohio
$689K – – –
CAL
1533
Capital Analysts LLC
Pennsylvania
$688K +$10.8K +42 +2%
PWA
1534
Primoris Wealth Advisors
Florida
$687K -$52.9K -205 -7%
SFFS
1535
Stonehage Fleming Financial Services
Jersey
$686K +$296K +1,149 +71%
IWN
1536
Independent Wealth Network
Iowa
$682K +$3.1K +12 +0.4%
MAM
1537
Morse Asset Management
Connecticut
$681K -$4.38K -17 -0.6%
MMHP
1538
Murphy Middleton Hinkle & Parker
Georgia
$681K +$708K +2,744 New
SIC
1539
Shoker Investment Counsel
Ohio
$680K -$41.8K -162 -6%
SW
1540
SkyOak Wealth
Michigan
$679K – – –
TC
1541
TAGStone Capital
North Carolina
$678K -$6.19K -24 -0.9%
FRA
1542
Frank Rimerman Advisors
California
$678K – – –
OFS
1543
OneAscent Financial Services
Alabama
$677K +$218K +845 +45%
GA
1544
Goldstein Advisors
Wisconsin
$677K -$48.5K -188 -6%
BP
1545
BBR Partners
New York
$675K – – –
RRA
1546
Round Rock Advisors
Connecticut
$672K -$5.93K -23 -0.8%
EIP
1547
Ellis Investment Partners
Pennsylvania
$672K -$36.4K -141 -5%
WFS
1548
WealthGarden F.S.
California
$672K – – –
KBFS
1549
Kohmann Bosshard Financial Services
Ohio
$670K -$23K -89 -3%
BWM
1550
BigSur Wealth Management
Florida
$670K – – –
60 61
62
63 64