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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
TAM
1626
Trillium Asset Management
Massachusetts
$454K – – –
BWM
1627
BNC Wealth Management
Oregon
$454K -$1.53M -7,600 -78%
RWA
1628
Redmont Wealth Advisors
Illinois
$453K – – –
RTC
1629
Real Talk Capital
Tennessee
$453K – – –
TCM
1630
Tran Capital Management
California
$451K +$201 +1 +0%
SIAS
1631
Summit Investment Advisory Services
Minnesota
$451K -$6.64K -33 -2%
PFA
1632
Plotkin Financial Advisors
Maryland
$449K -$201 -1 -0%
CFGW
1633
Chancellor Financial Group WB
Pennsylvania
$447K -$211K -1,047 -34%
SPF
1634
South Plains Financial
Texas
$447K – – –
RFA
1635
Rollins Financial Advisors
New York
$447K +$76.1K +378 +22%
YWM
1636
Yukon Wealth Management
Kansas
$444K +$1.21K +6 +0.3%
LA
1637
LexAurum Advisors
Kansas
$444K – – –
AFG
1638
ABLE Financial Group
Arizona
$444K -$89.1K -443 -18%
BPWM
1639
BCS Private Wealth Management
New Jersey
$443K +$413K +2,051 New
CSIC
1640
Clifford Swan Investment Counsel
California
$443K -$20.1K -100 -5%
PIA
1641
Pinion Investment Advisors
Kansas
$442K +$412K +2,046 New
NAS
1642
Nicolet Advisory Services
Wisconsin
$441K +$54.7K +272 +15%
AIC
1643
Argus Investors Counsel
New York
$440K -$1.41K -7 -0.3%
SFG
1644
Sovereign Financial Group
Connecticut
$440K +$11.7K +58 +3%
MAG
1645
Mayfair Advisory Group
Alabama
$438K -$3.42K -17 -0.8%
FCM
1646
Fourpath Capital Management
Oklahoma
$438K – – –
VIM
1647
Vista Investment Management
Pennsylvania
$437K – – –
GCM
1648
Gables Capital Management
Florida
$437K +$13.1K +65 +3%
SA
1649
Sovran Advisors
California
$436K -$50.9K -253 -11%
TPW
1650
Talon Private Wealth
Florida
$435K -$80.9K -402 -17%
64 65
66
67 68