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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
TW
1576
TrinityPoint Wealth
Connecticut
$313K +$8.36K +41 +3%
SBL
1577
Sargent Bickham Lagudis
Colorado
$313K +$34.9K +171 +13%
TWA
1578
TCI Wealth Advisors
Arizona
$313K +$41.2K +202 +15%
SFM
1579
Signet Financial Management
New Jersey
$312K -$180K -884 -37%
NIM
1580
Northeast Investment Management
Massachusetts
$312K -$6.73K -33 -2%
FHC
1581
First Heartland Consultants
Missouri
$311K -$713K -3,494 -70%
AWA
1582
Amplius Wealth Advisors
Pennsylvania
$311K – – –
PWMG
1583
Provence Wealth Management Group
California
$310K -$222K -1,086 -42%
ML
1584
McAdam LLC
Pennsylvania
$310K +$102K +502 +50%
AMBIA
1585
Allen Mooney & Barnes Investment Advisors
Georgia
$309K +$307K +1,505 New
TNBTD
1586
Trustmark National Bank Trust Department
Mississippi
$307K – – –
RRCM
1587
Rappaport Reiches Capital Management
Illinois
$306K +$29.8K +146 +11%
AP
1588
Advisor Partners
California
$304K -$32.2K -158 -10%
CGFA
1589
Colton Groome Financial Advisors
North Carolina
$303K -$137K -671 -31%
GCM
1590
Gables Capital Management
Florida
$303K -$20.4K -100 -6%
OCPWS
1591
One Charles Private Wealth Services
Massachusetts
$303K – – –
DL
1592
DOHJ LLC
Washington
$303K +$15.9K +78 +6%
LDB
1593
Lee, Danner & Bass
Tennessee
$303K +$36.5K +179 +14%
LPT
1594
Legacy Private Trust
Wisconsin
$301K -$72.8K -357 -20%
OWM
1595
Orgel Wealth Management
Wisconsin
$301K +$20.4K +100 +7%
RIS
1596
Retirement Income Solutions
Michigan
$300K -$262K -1,282 -47%
PWM
1597
PBMares Wealth Management
Virginia
$300K – – –
LNB
1598
Ledyard National Bank
$298K -$9.18K -45 -3%
GCA
1599
Gradient Capital Advisors
California
$298K – – –
CWM
1600
Calamos Wealth Management
Illinois
$296K – – –
62 63
64
65 66