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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
CSIC
1576
Clifford Swan Investment Counsel
California
$475K – – –
CWP
1577
Concord Wealth Partners
Virginia
$475K +$1.71K +8 +0.4%
W
1578
Wealthquest
Ohio
$475K -$11.3K -53 -2%
LA
1579
LexAurum Advisors
Kansas
$474K +$107K +500 +30%
MCC
1580
Money Concepts Capital
Florida
$473K -$686K -3,208 -60%
PCA
1581
Pallas Capital Advisors
Massachusetts
$473K +$1.5K +7 +0.3%
EIP
1582
Ellis Investment Partners
Pennsylvania
$471K -$12.4K -58 -3%
MM
1583
Meridian Management
Arkansas
$470K – – –
GCM
1584
Gables Capital Management
Florida
$470K +$10.7K +50 +2%
SIAS
1585
Summit Investment Advisory Services
Minnesota
$468K +$454K +2,120 New
RWM
1586
Ritholtz Wealth Management
New York
$467K -$52.6K -246 -10%
PAWA
1587
Palo Alto Wealth Advisors
California
$466K +$1.5K +7 +0.3%
TAM
1588
Trillium Asset Management
Massachusetts
$465K – – –
IWM
1589
Integris Wealth Management
California
$464K – – –
MWP
1590
Madison Wealth Partners
Wisconsin
$463K -$14.8K -69 -3%
MAM
1591
Morse Asset Management
Connecticut
$462K +$447K +2,091 New
TCM
1592
Tran Capital Management
California
$462K -$50.3K -235 -10%
RWA
1593
Redmont Wealth Advisors
Illinois
$461K +$14.3K +67 +3%
WCM
1594
Washington Capital Management
Washington
$461K -$578K -2,700 -56%
HGERS
1595
Householder Group Estate & Retirement Specialist
Arizona
$458K -$24.2K -113 -5%
DWP
1596
Destiny Wealth Partners
Florida
$458K +$2.35K +11 +0.5%
DWM
1597
Dorchester Wealth Management
Quebec, Canada
$456K +$35.3K +165 +9%
CB
1598
CNB Bank
Pennsylvania
$456K – – –
FHA
1599
Flagship Harbor Advisors
Massachusetts
$454K -$17.6M -82,237 -98%
SCM
1600
SCS Capital Management
Massachusetts
$454K -$462K -2,157 -51%
62 63
64
65 66