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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
MFGM
1601
Marshall Financial Group (Maryland)
Maryland
$281K – – –
WCA
1602
Waypoint Capital Advisors
Minnesota
$280K – – –
PMAM
1603
Picton Mahoney Asset Management
Ontario, Canada
$279K -$177K -990 -40%
OCPWS
1604
One Charles Private Wealth Services
Massachusetts
$276K – – –
PCMC
1605
Private Capital Management (Colorado)
Colorado
$276K -$17.7K -99 -6%
AMBIA
1606
Allen Mooney & Barnes Investment Advisors
Georgia
$275K +$178 +1 +0.1%
KC
1607
Kades & Cheifetz
Pennsylvania
$274K +$3.92K +22 +2%
FFM
1608
Flagstone Financial Management
Nebraska
$274K – – –
I2I
1609
Insight 2811 Inc
Illinois
$273K +$260K +1,458 New
SF
1610
Slagle Financial
Illinois
$272K +$259K +1,455 New
MFG
1611
Monte Financial Group
Connecticut
$272K -$19.6K -110 -7%
FLA
1612
Financial Life Advisors
Texas
$272K – – –
BSB
1613
Bangor Savings Bank
Maine
$272K -$9.45K -53 -4%
CWM
1614
Castle Wealth Management
Florida
$272K -$24.2K -136 -9%
MIIM
1615
Mesirow Institutional Investment Management
Illinois
$272K +$234K +1,310 +936%
BWM
1616
BerganKDV Wealth Management
Minnesota
$271K -$104K -583 -29%
AWAG
1617
ARS Wealth Advisors Group
Florida
$269K -$87.9K -493 -26%
LSA
1618
Lansing Street Advisors
Pennsylvania
$267K +$209K +1,171 +459%
APW
1619
Aurora Private Wealth
New Jersey
$266K -$33.2K -186 -12%
FP
1620
Financial Perspectives
Minnesota
$265K +$129K +721 +104%
NCM
1621
Northwest Capital Management
Oregon
$265K -$116K -651 -32%
BL
1622
Balentine LLC
Georgia
$264K +$67.4K +378 +37%
WWM
1623
Windsor Wealth Management
Indiana
$264K – – –
AWG
1624
Altus Wealth Group
Colorado
$264K -$95.9K -538 -28%
JCM
1625
Jag Capital Management
Missouri
$263K -$86.5K -485 -26%
63 64
65
66 67