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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
NIM
1551
Northeast Investment Management
Massachusetts
$316K – – –
RC
1552
Roundview Capital
New Jersey
$316K +$26.7K +150 +10%
LDB
1553
Lee, Danner & Bass
Tennessee
$315K – – –
CWM
1554
Calamos Wealth Management
Illinois
$314K +$18K +101 +6%
EDRH
1555
Edmond de Rothschild Holding
Switzerland
$314K -$3.57K -20 -1%
RA
1556
Rise Advisors
New York
$314K +$7.31K +41 +3%
PK
1557
Pflug Koory
Nebraska
$312K – – –
PWP
1558
Principle Wealth Partners
Connecticut
$311K +$891 +5 +0.3%
CWM
1559
Collaborative Wealth Management
Florida
$311K -$62.4K -350 -17%
LCM
1560
Logan Capital Management
Pennsylvania
$307K – – –
MAWCM
1561
Mine & Arao Wealth Creation & Management
California
$306K +$713 +4 +0.2%
RC
1562
Rovin Capital
Arizona
$306K -$6.42K -36 -2%
AWA
1563
Amplius Wealth Advisors
Pennsylvania
$305K -$1.07K -6 -0.4%
P
1564
&Partners
Tennessee
$305K – – –
EWG
1565
Executive Wealth Group
Washington
$305K +$713 +4 +0.2%
OBWG
1566
Onyx Bridge Wealth Group
New York
$305K +$290K +1,626 New
MCG
1567
McCollum Christoferson Group
New York
$305K +$18.7K +105 +7%
RIM
1568
Rockbridge Investment Management
New York
$304K +$9.81K +55 +4%
CA
1569
Calton & Associates
Florida
$303K -$175K -980 -38%
MC
1570
Miramar Capital
Illinois
$302K -$7.13K -40 -2%
MSCM
1571
McElhenny Sheffield Capital Management
Texas
$301K +$287K +1,609 New
AAS
1572
Annex Advisory Services
Wisconsin
$301K +$6.78K +38 +2%
ZIM
1573
Zacks Investment Management
Illinois
$301K +$891 +5 +0.3%
PFP
1574
Paragon Financial Partners
California
$301K – – –
FFG
1575
Frisch Financial Group
New York
$301K +$287K +1,610 New
61 62
63
64 65