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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
LW
1551
Linscomb Wealth
Texas
$668K -$93.4K -362 -12%
LOWM
1552
Laurel Oak Wealth Management
New Jersey
$664K +$68.4K +265 +11%
IPAM
1553
Investment Partners Asset Management
New Jersey
$664K -$244K -946 -26%
HPM
1554
Hudson Portfolio Management
New York
$661K +$6.45K +25 +0.9%
PAM
1555
PVG Asset Management
Colorado
$659K +$152K +590 +36%
VFG
1556
V2 Financial group
Illinois
$658K +$258 +1 +0%
CAM
1557
Congress Asset Management
Massachusetts
$657K – – –
CHAM
1558
Clear Harbor Asset Management
Connecticut
$656K -$52.6K -204 -7%
AWM
1559
AAF Wealth Management
Massachusetts
$656K -$6.45K -25 -0.9%
FAT
1560
First American Trust
California
$654K +$227K +880 +50%
JFA
1561
JNBA Financial Advisors
Minnesota
$652K -$8.77K -34 -1%
AA
1562
Argent Advisors
Louisiana
$649K -$12.9M -50,084 -95%
BWS
1563
Buck Wealth Strategies
Colorado
$648K -$39K -151 -5%
LA
1564
Lynch & Associates
Indiana
$647K +$2.58K +10 +0.4%
MWP
1565
Madison Wealth Partners
Wisconsin
$647K – – –
I2I
1566
Insight 2811 Inc
Illinois
$645K -$133K -515 -17%
CCP
1567
Clarkston Capital Partners
Michigan
$645K -$90.3K -350 -12%
FCCM
1568
First City Capital Management
Georgia
$644K – – –
MCM
1569
Mengis Capital Management
Oregon
$643K -$10.3K -40 -2%
SFP
1570
Shepherd Financial Partners
Massachusetts
$642K -$19.1K -74 -3%
RWM
1571
RMG Wealth Management
Wisconsin
$641K +$580K +2,248 New
EFG
1572
Everhart Financial Group
Ohio
$641K +$7.48K +29 +1%
GPA
1573
Guidance Point Advisors
Massachusetts
$640K +$516 +2 +0.1%
TCWA
1574
Turtle Creek Wealth Advisors
Texas
$639K +$358K +1,389 +117%
KCM
1575
Kathmere Capital Management
Pennsylvania
$638K +$663K +2,572 New
61 62
63
64 65