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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
CSIC
1551
Clifford Swan Investment Counsel
California
$452K -$49.9K -250 -10%
FP
1552
Financial Perspectives
Minnesota
$452K +$29.5K +148 +7%
SIA
1553
Stegner Investment Associates
Kentucky
$452K -$96.6K -484 -18%
APW
1554
Austin Private Wealth
Texas
$451K +$179K +899 +70%
BFO
1555
Biltmore Family Office
North Carolina
$449K – – –
MM
1556
Meridian Management
Arkansas
$448K – – –
PCH
1557
PGIM Custom Harvest
New Jersey
$445K +$187K +937 +79%
WWS
1558
Wellington Wealth Strategies
Indiana
$445K +$422K +2,117 New
TC
1559
Trilogy Capital
California
$445K -$29.1K -146 -6%
AWP
1560
Abacus Wealth Partners
California
$443K +$43.3K +217 +11%
TAM
1561
Trillium Asset Management
Massachusetts
$443K – – –
FPCG
1562
Forum Private Client Group
Indiana
$442K -$40.9K -205 -9%
IWM
1563
Integris Wealth Management
California
$442K – – –
WC
1564
Waterloo Capital
Texas
$442K -$292K -1,463 -41%
FCM
1565
Fourpath Capital Management
Oklahoma
$441K – – –
PAWA
1566
Palo Alto Wealth Advisors
California
$438K +$997 +5 +0.2%
KBFS
1567
Kohmann Bosshard Financial Services
Ohio
$438K +$22.3K +112 +6%
ICA
1568
Infrastructure Capital Advisors
New York
$437K +$415K +2,079 New
PCMF
1569
Private Capital Management (Florida)
Florida
$437K – – –
IWP
1570
IAG Wealth Partners
Wisconsin
$435K +$2.99K +15 +0.7%
EFG
1571
Everhart Financial Group
Ohio
$435K +$196K +985 +91%
VIA
1572
Vickerman Investment Advisors
Washington
$435K -$4.19K -21 -1%
DWP
1573
Destiny Wealth Partners
Florida
$433K -$216K -1,085 -34%
FI
1574
Financial Insights
Washington
$433K -$10.2K -51 -2%
MSWMA
1575
Market Street Wealth Management Advisors
Indiana
$432K – – –
61 62
63
64 65