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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
WMA
1651
Wealth Management Associates
New Jersey
$318K -$75.9K -336 -19%
CIG
1652
Cairn Investment Group
Washington
$311K – – –
DL
1653
DOHJ LLC
Washington
$311K – – –
NCM
1654
Newfoundland Capital Management
Brazil
$311K +$316K +1,400 New
BB
1655
Berkshire Bank
Massachusetts
$310K -$35.5K -157 -10%
CFO
1656
CVA Family Office
Colorado
$310K +$678 +3 +0.2%
JWM
1657
JGP Wealth Management
Oregon
$309K +$28.2K +125 +10%
OA
1658
Operose Advisors
Wisconsin
$309K +$314K +1,390 New
HWA
1659
Heartwood Wealth Advisors
Virginia
$305K – – –
SAM
1660
Seelaus Asset Management
New Jersey
$304K -$21.7K -96 -7%
MCM
1661
Murphy Capital Management
New Jersey
$304K -$8.13K -36 -3%
ECG
1662
EPIQ Capital Group
California
$303K +$904 +4 +0.3%
OWM
1663
Orgel Wealth Management
Wisconsin
$303K +$54.2K +240 +21%
IPW
1664
Intergy Private Wealth
Colorado
$303K +$307K +1,360 New
SBL
1665
Sargent Bickham Lagudis
Colorado
$302K – – –
LC
1666
Lincoln Capital
Nebraska
$301K – – –
CSB
1667
City State Bank
Iowa
$301K +$305K +1,352 New
CAN
1668
Claraphi Advisory Network
United States
$300K -$88.8K -393 -23%
CPA
1669
Capital Planning Advisors
California
$300K +$22.6K +100 +8%
AC
1670
Asio Capital
Kentucky
$299K – – –
FCA
1671
FLC Capital Advisors
California
$299K – – –
FSCM
1672
Front Street Capital Management
Montana
$299K +$23.3K +103 +8%
RRCM
1673
Rappaport Reiches Capital Management
Illinois
$298K +$56.7K +251 +23%
APC
1674
Asset Planning Corporation
Tennessee
$298K +$302K +1,338 New
SEP
1675
Southland Equity Partners
Missouri
$297K +$301K +1,333 New
65 66
67
68 69