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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
WIM
1576
WealthPlan Investment Management
Nebraska
$243K +$247K +1,355 New
RF
1577
Resolute Financial
Massachusetts
$242K -$35.4K -194 -12%
LNB
1578
Ledyard National Bank
$242K – – –
TFA
1579
Toth Financial Advisory
Virginia
$242K +$109K +595 +68%
API
1580
Advisor Partners II
California
$242K +$268K +1,468 New
CWM
1581
Castle Wealth Management
Florida
$241K -$104K -572 -28%
CPA
1582
Capital Planning Advisors
California
$241K +$38.3K +210 +17%
AWAG
1583
ARS Wealth Advisors Group
Florida
$240K -$275K -1,510 -51%
ME
1584
McIlrath & Eck
Washington
$240K +$116K +636 +78%
RWM
1585
Reston Wealth Management
Virginia
$239K -$20.2K -111 -7%
PBO
1586
Peoples Bank (Ohio)
Ohio
$239K -$13.1K -72 -5%
EHC
1587
Everett Harris & Co
California
$239K +$22.3K +122 +9%
ATC
1588
Adirondack Trust Company
New York
$239K +$82.1K +450 +45%
PCM
1589
Presidio Capital Management
California
$239K +$265K +1,452 New
CWM
1590
Calamos Wealth Management
Illinois
$238K – – –
FA
1591
FC Advisory
Pennsylvania
$236K – – –
RIS
1592
Retirement Income Solutions
Michigan
$236K +$35.6K +195 +16%
EB
1593
Eastern Bank
Massachusetts
$235K -$17.9K -98 -6%
GCM
1594
Gables Capital Management
Florida
$235K – – –
IFA
1595
Interactive Financial Advisors
Illinois
$234K -$2.92K -16 -1%
TW
1596
TrinityPoint Wealth
Connecticut
$233K – – –
OFG
1597
Omega Financial Group
California
$232K -$86.6K -475 -25%
HWAM
1598
Hennion & Walsh Asset Management
New Jersey
$232K -$12.9K -71 -5%
RRCM
1599
Rappaport Reiches Capital Management
Illinois
$232K -$24.6K -135 -9%
DL
1600
DOHJ LLC
Washington
$231K -$9.85K -54 -4%
62 63
64
65 66