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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
QFW
1626
QTR Family Wealth
Florida
$452K +$491K +2,264 New
EIP
1627
Ellis Investment Partners
Pennsylvania
$451K – – –
OWA
1628
Octavia Wealth Advisors
Ohio
$450K +$4.99K +23 +1%
BCM
1629
Bayesian Capital Management
New York
$450K -$2.57M -11,845 -84%
AI
1630
Arvest Investments
Arkansas
$450K -$16.1K -74 -3%
MSCM
1631
McElhenny Sheffield Capital Management
Texas
$450K +$77.2K +356 +19%
KWA
1632
Kondo Wealth Advisors
California
$450K -$36.7K -169 -7%
DP
1633
Denver PWM
Colorado
$447K +$868 +4 +0.2%
OAS
1634
Optivise Advisory Services
Tennessee
$446K -$270K -1,246 -36%
PCM
1635
Parsons Capital Management
Rhode Island
$443K +$46.6K +215 +11%
PAWA
1636
Palo Alto Wealth Advisors
California
$440K +$1.08K +5 +0.2%
PF
1637
Penney Financial
Texas
$439K – – –
SWM
1638
SK Wealth Management
Rhode Island
$438K -$148K -683 -22%
SC
1639
Sapient Capital
Indiana
$437K +$93.9K +433 +25%
SIC
1640
Samalin Investment Counsel
New York
$437K -$587K -2,707 -55%
KBFS
1641
Kohmann Bosshard Financial Services
Ohio
$435K – – –
SWM
1642
Shepherd Wealth Management
Ohio
$433K -$26.8M -123,509 -98%
KCM
1643
KRS Capital Management
Michigan
$431K -$60.7K -280 -11%
NFA
1644
Northwest Financial Advisors
Virginia
$430K -$2.39K -11 -0.5%
CSIC
1645
Clifford Swan Investment Counsel
California
$429K – – –
HCM
1646
Howland Capital Management
Massachusetts
$427K -$18K -83 -4%
BWCS
1647
Beirne Wealth Consulting Services
Connecticut
$426K -$1.02M -4,694 -69%
CAM
1648
Costello Asset Management
Pennsylvania
$424K – – –
SIAS
1649
Summit Investment Advisory Services
Minnesota
$423K +$217 +1 +0%
CCM
1650
Canal Capital Management
Virginia
$423K +$89.6K +413 +24%
64 65
66
67 68