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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
OFG
1576
Omega Financial Group
California
$442K -$7.52K -42 -2%
MP
1577
McDonald Partners
Ohio
$441K +$26.9K +150 +7%
WPA
1578
West Paces Advisors
Georgia
$441K – – –
LWM
1579
Laidlaw Wealth Management
New York
$439K +$73.6K +411 +23%
PBK
1580
Peoples Bank (Kansas)
Kansas
$434K +$141K +786 +57%
NFW
1581
Noble Family Wealth
Florida
$434K – – –
CA
1582
CGN Advisors
Kansas
$434K +$161K +896 +71%
SA
1583
SFI Advisors
New Jersey
$434K +$387K +2,160 New
TVM
1584
True Vision MN
Minnesota
$434K +$387K +2,160 New
P
1585
&Partners
Tennessee
$432K +$95.1K +531 +32%
FHA
1586
Flagship Harbor Advisors
Massachusetts
$430K -$8.42K -47 -2%
IIM
1587
Ironwood Investment Management
Massachusetts
$430K +$384K +2,141 New
BFO
1588
Biltmore Family Office
North Carolina
$429K -$8.96K -50 -2%
PCM
1589
Parsons Capital Management
Rhode Island
$428K +$19.9K +111 +5%
BAAM
1590
Baker Avenue Asset Management
California
$427K – – –
GSIAS
1591
Garden State Investment Advisory Services
New Jersey
$427K +$99.3K +554 +35%
SIMG
1592
Sonora Investment Management Group
Arizona
$426K -$1.25K -7 -0.3%
SFM
1593
Signet Financial Management
New Jersey
$426K +$380K +2,122 New
SIAS
1594
Summit Investment Advisory Services
Minnesota
$425K +$537 +3 +0.1%
MM
1595
Meridian Management
Arkansas
$424K -$263K -1,466 -41%
FI
1596
Financial Insights
Washington
$423K -$9.85K -55 -3%
TAM
1597
Trillium Asset Management
Massachusetts
$423K – – –
SCA
1598
STALEY CAPITAL ADVISERS
Pennsylvania
$422K – – –
HP
1599
Holistic Planning
Texas
$422K +$377K +2,104 New
IWM
1600
Integris Wealth Management
California
$421K – – –
62 63
64
65 66