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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
1576
Stevens Capital Management
Pennsylvania
$244K +$270K +1,478 New
BLC
1577
Brown, Lisle/Cummings
Rhode Island
$243K -$137K -750 -34%
RDIA
1578
RE Dickinson Investment Advisors
Iowa
$243K -$84.4K -463 -24%
OCPWS
1579
One Charles Private Wealth Services
Massachusetts
$243K – – –
WIM
1580
WealthPlan Investment Management
Nebraska
$243K +$247K +1,355 New
RF
1581
Resolute Financial
Massachusetts
$242K -$35.4K -194 -12%
LNB
1582
Ledyard National Bank
$242K – – –
TFA
1583
Toth Financial Advisory
Virginia
$242K +$109K +595 +68%
API
1584
Advisor Partners II
California
$242K +$268K +1,468 New
CWM
1585
Castle Wealth Management
Florida
$241K -$104K -572 -28%
CPA
1586
Capital Planning Advisors
California
$241K +$38.3K +210 +17%
AWAG
1587
ARS Wealth Advisors Group
Florida
$240K -$275K -1,510 -51%
ME
1588
McIlrath & Eck
Washington
$240K +$116K +636 +78%
RWM
1589
Reston Wealth Management
Virginia
$239K -$20.2K -111 -7%
PBO
1590
Peoples Bank (Ohio)
Ohio
$239K -$13.1K -72 -5%
EHC
1591
Everett Harris & Co
California
$239K +$22.3K +122 +9%
ATC
1592
Adirondack Trust Company
New York
$239K +$82.1K +450 +45%
PCM
1593
Presidio Capital Management
California
$239K +$265K +1,452 New
CWM
1594
Calamos Wealth Management
Illinois
$238K – – –
FA
1595
FC Advisory
Pennsylvania
$236K – – –
RIS
1596
Retirement Income Solutions
Michigan
$236K +$35.6K +195 +16%
EB
1597
Eastern Bank
Massachusetts
$235K -$17.9K -98 -6%
GCM
1598
Gables Capital Management
Florida
$235K – – –
IFA
1599
Interactive Financial Advisors
Illinois
$234K -$2.92K -16 -1%
TW
1600
TrinityPoint Wealth
Connecticut
$233K – – –
62 63
64
65 66