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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
LFS
1626
Legacy Financial Strategies
Kansas
$264K +$269K +1,515 New
GWMIA
1627
Global Wealth Management Investment Advisory
Florida
$264K -$5.33K -30 -2%
AMBIA
1628
Allen Mooney & Barnes Investment Advisors
Georgia
$264K +$534 +3 +0.2%
BSB
1629
Bangor Savings Bank
Maine
$262K – – –
CCM
1630
Canal Capital Management
Virginia
$262K +$1.25K +7 +0.5%
SFO
1631
Stokes Family Office
Louisiana
$262K -$97.8K -550 -27%
ATC
1632
Adirondack Trust Company
New York
$261K +$8.89K +50 +3%
GG
1633
Greenwood Gearhart
Arkansas
$261K -$191K -1,075 -42%
WCA
1634
Waypoint Capital Advisors
Minnesota
$261K -$160K -900 -38%
TNBTD
1635
Trustmark National Bank Trust Department
Mississippi
$261K – – –
BBP
1636
Banco BTG Pactual
Brazil
$260K +$265K +1,491 New
VBWMG
1637
Von Berge Wealth Management Group
California
$259K – – –
FA
1638
Financial Alternatives
California
$258K +$263K +1,478 New
OCPWS
1639
One Charles Private Wealth Services
Massachusetts
$257K – – –
RF
1640
Resolute Financial
Massachusetts
$257K +$889 +5 +0.3%
PWM
1641
Pinnacle Wealth Management
California
$257K -$615K -3,458 -70%
LNB
1642
Ledyard National Bank
$256K – – –
FFM
1643
Flagstone Financial Management
Nebraska
$255K +$261K +1,465 New
BCM
1644
Brainard Capital Management
Texas
$255K +$260K +1,463 New
BSSFA
1645
Baron Silver Stevens Financial Advisors
Florida
$255K +$260K +1,462 New
AWAG
1646
ARS Wealth Advisors Group
Florida
$254K +$889 +5 +0.3%
MSCM
1647
McElhenny Sheffield Capital Management
Texas
$252K +$257K +1,444 New
KC
1648
Kades & Cheifetz
Pennsylvania
$252K +$257K +1,444 New
FIM
1649
Freedom Investment Management
Connecticut
$251K +$256K +1,441 New
FA
1650
FC Advisory
Pennsylvania
$251K +$889 +5 +0.3%
64 65
66
67 68