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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
MSWMA
1576
Market Street Wealth Management Advisors
Indiana
$432K – – –
TCM
1577
Tran Capital Management
California
$431K +$409K +2,050 New
BMC
1578
Beaton Management Company
Massachusetts
$431K +$24.9K +125 +6%
IIA
1579
Integral Investment Advisors
California
$429K +$408K +2,047 New
CA
1580
Calton & Associates
Florida
$426K +$27.1K +136 +7%
VIM
1581
Vista Investment Management
Pennsylvania
$426K – – –
AWA
1582
ARQ Wealth Advisors
Arizona
$425K +$197K +990 +96%
BAAM
1583
Baker Avenue Asset Management
California
$424K -$22.9K -115 -5%
BAM
1584
Byrne Asset Management
New Jersey
$423K -$4.39K -22 -1%
KAM
1585
KEB Asset Management
Illinois
$423K – – –
MAG
1586
Mayfair Advisory Group
Alabama
$421K +$154K +773 +63%
MPM
1587
Meritage Portfolio Management
Kansas
$420K -$505K -2,532 -56%
CMS
1588
Capital Market Strategies
Florida
$420K +$112K +563 +39%
CWM
1589
Concentric Wealth Management
California
$419K -$5.19K -26 -1%
RP
1590
Rice Partnership
Hawaii
$418K -$5.19K -26 -1%
CWM
1591
Congress Wealth Management
Massachusetts
$418K -$107K -537 -21%
WF
1592
Warner Financial
Maryland
$418K +$396K +1,986 New
BCG
1593
Breakwater Capital Group
New Jersey
$418K +$25.9K +130 +7%
AT
1594
Avalon Trust
New Mexico
$417K – – –
MSFS
1595
Main Street Financial Solutions
Pennsylvania
$417K -$15.6K -78 -4%
BFA
1596
Brown Financial Advisory
Alabama
$416K – – –
HFAS
1597
Hummer Financial Advisory Services
Illinois
$415K – – –
LCM
1598
Lunt Capital Management
Utah
$414K -$19.7K -99 -5%
LA
1599
Latitude Advisors
Florida
$414K -$19.2K -96 -5%
CWM
1600
Cahaba Wealth Management
Georgia
$413K -$598 -3 -0.2%
62 63
64
65 66