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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
OFG
1601
Omega Financial Group
California
$232K -$86.6K -475 -25%
HWAM
1602
Hennion & Walsh Asset Management
New Jersey
$232K -$12.9K -71 -5%
RRCM
1603
Rappaport Reiches Capital Management
Illinois
$232K -$24.6K -135 -9%
DL
1604
DOHJ LLC
Washington
$231K -$9.85K -54 -4%
GD
1605
Grandfield & Dodd
New York
$230K -$30.8K -169 -11%
UAS
1606
United Asset Strategies
New York
$230K -$1.09K -6 -0.4%
CFO
1607
CVA Family Office
Colorado
$230K – – –
OA
1608
Operose Advisors
Wisconsin
$230K – – –
RBC
1609
Romano Brothers & Co
Illinois
$230K +$254K +1,392 New
VBWMG
1610
Von Berge Wealth Management Group
California
$229K – – –
LWMG
1611
Levy Wealth Management Group
Pennsylvania
$229K +$253K +1,386 New
ECG
1612
EPIQ Capital Group
California
$227K +$1.28K +7 +0.5%
IPW
1613
Intergy Private Wealth
Colorado
$224K -$37.9K -208 -13%
TCOV
1614
Trust Company of Vermont
Vermont
$223K -$730 -4 -0.3%
CSB
1615
City State Bank
Iowa
$223K – – –
LC
1616
Lincoln Capital
Nebraska
$223K – – –
WCP
1617
Wick Capital Partners
Pennsylvania
$223K +$246K +1,350 New
FSCM
1618
Front Street Capital Management
Montana
$222K – – –
TPW
1619
Transatlantique Private Wealth
New York
$222K +$200K +1,094 New
AC
1620
Asio Capital
Kentucky
$221K – – –
WWM
1621
Windsor Wealth Management
Indiana
$221K +$21.7K +119 +10%
ZIG
1622
Zullo Investment Group
Pennsylvania
$220K -$8.76K -48 -3%
LSA
1623
L & S Advisors
California
$219K -$389K -2,135 -62%
HCM
1624
Horrell Capital Management
Arkansas
$219K – – –
SCG
1625
Sonata Capital Group
Washington
$219K +$24.4K +134 +11%
63 64
65
66 67