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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
KW
1651
KWB Wealth
California
$208K – – –
BAAM
1652
Baker Avenue Asset Management
California
$207K -$2.92K -16 -1%
LAS
1653
LWM Advisory Services
Florida
$207K +$225K +1,236 New
CTI
1654
Community Trust & Investment
Kentucky
$207K +$229K +1,255 New
MAG
1655
Mayfair Advisory Group
Alabama
$206K -$3.65K -20 -2%
SW
1656
Solidarity Wealth
Utah
$206K +$210K +1,149 New
KAM
1657
Knightsbridge Asset Management
California
$205K -$742K -4,069 -77%
CA
1658
Cortland Associates
Missouri
$205K +$182 +1 +0.1%
SIC
1659
Samalin Investment Counsel
New York
$205K +$227K +1,242 New
LPT
1660
Legacy Private Trust
Wisconsin
$204K -$34.7K -190 -13%
LWP
1661
Laurel Wealth Planning
Minnesota
$204K – – –
SDAM
1662
Shulman DeMeo Asset Management
New York
$204K – – –
BB
1663
Berkshire Bank
Massachusetts
$203K -$19.3K -106 -8%
AOWM
1664
Alpha Omega Wealth Management
Virginia
$202K – – –
AWMT
1665
AAFMAA Wealth Management & Trust
North Carolina
$202K +$223K +1,223 New
EFG
1666
Everhart Financial Group
Ohio
$201K – – –
CWM
1667
Curi Wealth Management
North Carolina
$201K +$214K +1,175 +2,733%
SWM
1668
Stockman Wealth Management
Montana
$201K +$222K +1,219 New
MHR
1669
Matthew Hamilton Rosenberg
$200K – – –
HWM
1670
Horizons Wealth Management
North Carolina
$196K – – –
FCT
1671
First Community Trust
Iowa
$195K -$5.47K -30 -2%
NWM
1672
Navigation Wealth Management
Colorado
$194K -$2.37K -13 -1%
SBL
1673
Sargent Bickham Lagudis
Colorado
$194K – – –
SMA
1674
Sage Mountain Advisors
Georgia
$186K -$256K -1,404 -55%
JFA
1675
JNBA Financial Advisors
Minnesota
$178K +$9.12K +50 +5%
65 66
67
68 69