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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
1626
Carlson Capital Management
Minnesota
$218K -$120K -657 -33%
CB
1627
CNB Bank
Pennsylvania
$218K -$365 -2 -0.2%
JWM
1628
JGP Wealth Management
Oregon
$218K – – –
WI
1629
Wedgewood Investors
Pennsylvania
$217K -$13.5K -74 -5%
BTWM
1630
Baker Tilly Wealth Management
Wisconsin
$216K -$6.38K -35 -3%
CBOR
1631
Community Bank of Raymore
Missouri
$216K – – –
MFG
1632
Monte Financial Group
Connecticut
$216K +$239K +1,308 New
HKIM
1633
Hayek Kallen Investment Management
Alabama
$215K – – –
OWM
1634
Orgel Wealth Management
Wisconsin
$214K -$54.7K -300 -19%
RB
1635
Renasant Bank
Mississippi
$213K – – –
SAM
1636
SP Asset Management
California
$212K +$1.28K +7 +0.5%
TLFA
1637
True Link Financial Advisors
California
$212K +$13.3K +73 +6%
LCWP
1638
Legacy Capital Wealth Partners
Arkansas
$211K -$1.28K -7 -0.5%
PP
1639
PrairieView Partners
Minnesota
$211K – – –
TRIA
1640
Trail Ridge Investment Advisors
Colorado
$210K -$109K -600 -35%
IPW
1641
Inlet Private Wealth
Florida
$210K – – –
NDSI
1642
Newman Dignan & Sheerar Inc
Rhode Island
$210K – – –
ZIG
1643
Zuckerman Investment Group
Illinois
$210K – – –
WGCA
1644
Wolf Group Capital Advisors
Virginia
$210K +$182 +1 +0.1%
PIA
1645
Perennial Investment Advisors
California
$210K +$233K +1,276 New
HCA
1646
Horan Capital Advisors
Ohio
$209K – – –
VFP
1647
Verus Financial Partners
Virginia
$209K +$182 +1 +0.1%
RPCA
1648
Running Point Capital Advisors
California
$208K -$488K -2,673 -68%
IAG
1649
Investmark Advisory Group
Connecticut
$208K -$3.28K -18 -1%
ETS
1650
ESL Trust Services
New York
$208K – – –
64 65
66
67 68