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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
BTWM
1626
Baker Tilly Wealth Management
Wisconsin
$216K -$6.38K -35 -3%
CBOR
1627
Community Bank of Raymore
Missouri
$216K – – –
MFG
1628
Monte Financial Group
Connecticut
$216K +$239K +1,308 New
HKIM
1629
Hayek Kallen Investment Management
Alabama
$215K – – –
OWM
1630
Orgel Wealth Management
Wisconsin
$214K -$54.7K -300 -19%
RB
1631
Renasant Bank
Mississippi
$213K – – –
SAM
1632
SP Asset Management
California
$212K +$1.28K +7 +0.5%
TLFA
1633
True Link Financial Advisors
California
$212K +$13.3K +73 +6%
LCWP
1634
Legacy Capital Wealth Partners
Arkansas
$211K -$1.28K -7 -0.5%
PP
1635
PrairieView Partners
Minnesota
$211K – – –
TRIA
1636
Trail Ridge Investment Advisors
Colorado
$210K -$109K -600 -35%
IPW
1637
Inlet Private Wealth
Florida
$210K – – –
ZIG
1638
Zuckerman Investment Group
Illinois
$210K – – –
WGCA
1639
Wolf Group Capital Advisors
Virginia
$210K +$182 +1 +0.1%
PIA
1640
Perennial Investment Advisors
California
$210K +$233K +1,276 New
HCA
1641
Horan Capital Advisors
Ohio
$209K – – –
VFP
1642
Verus Financial Partners
Virginia
$209K +$182 +1 +0.1%
RPCA
1643
Running Point Capital Advisors
California
$208K -$488K -2,673 -68%
IAG
1644
Investmark Advisory Group
Connecticut
$208K -$3.28K -18 -1%
ETS
1645
ESL Trust Services
New York
$208K – – –
KW
1646
KWB Wealth
California
$208K – – –
BAAM
1647
Baker Avenue Asset Management
California
$207K -$2.92K -16 -1%
LAS
1648
LWM Advisory Services
Florida
$207K +$225K +1,236 New
CTI
1649
Community Trust & Investment
Kentucky
$207K +$229K +1,255 New
MAG
1650
Mayfair Advisory Group
Alabama
$206K -$3.65K -20 -2%
64 65
66
67 68