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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
OFG
1551
Omega Financial Group
California
$452K -$10.2K -51 -2%
CSIC
1552
Clifford Swan Investment Counsel
California
$452K -$49.9K -250 -10%
FP
1553
Financial Perspectives
Minnesota
$452K +$29.5K +148 +7%
SIA
1554
Stegner Investment Associates
Kentucky
$452K -$96.6K -484 -18%
APW
1555
Austin Private Wealth
Texas
$451K +$179K +899 +70%
BFO
1556
Biltmore Family Office
North Carolina
$449K – – –
MM
1557
Meridian Management
Arkansas
$448K – – –
PCH
1558
PGIM Custom Harvest
New Jersey
$445K +$187K +937 +79%
WWS
1559
Wellington Wealth Strategies
Indiana
$445K +$422K +2,117 New
TC
1560
Trilogy Capital
California
$445K -$29.1K -146 -6%
AWP
1561
Abacus Wealth Partners
California
$443K +$43.3K +217 +11%
TAM
1562
Trillium Asset Management
Massachusetts
$443K – – –
FPCG
1563
Forum Private Client Group
Indiana
$442K -$40.9K -205 -9%
IWM
1564
Integris Wealth Management
California
$442K – – –
WC
1565
Waterloo Capital
Texas
$442K -$292K -1,463 -41%
FCM
1566
Fourpath Capital Management
Oklahoma
$441K – – –
PAWA
1567
Palo Alto Wealth Advisors
California
$438K +$997 +5 +0.2%
KBFS
1568
Kohmann Bosshard Financial Services
Ohio
$438K +$22.3K +112 +6%
ICA
1569
Infrastructure Capital Advisors
New York
$437K +$415K +2,079 New
PCMF
1570
Private Capital Management (Florida)
Florida
$437K – – –
IWP
1571
IAG Wealth Partners
Wisconsin
$435K +$2.99K +15 +0.7%
EFG
1572
Everhart Financial Group
Ohio
$435K +$196K +985 +91%
VIA
1573
Vickerman Investment Advisors
Washington
$435K -$4.19K -21 -1%
DWP
1574
Destiny Wealth Partners
Florida
$433K -$216K -1,085 -34%
FI
1575
Financial Insights
Washington
$433K -$10.2K -51 -2%
61 62
63
64 65