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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
EB
1651
Eastern Bank
Massachusetts
$224K – – –
DP
1652
Dearborn Partners
Illinois
$224K – – –
CPA
1653
Capital Planning Advisors
California
$223K -$7.55K -41 -3%
SW
1654
SlateStone Wealth
Florida
$222K +$229K +1,246 New
CCA
1655
Cora Capital Advisors
New Jersey
$222K -$81K -440 -26%
FNWM
1656
Financial Network Wealth Management
Utah
$221K +$5.89K +32 +3%
KW
1657
KWB Wealth
California
$220K – – –
CCG
1658
Coastwise Capital Group
California
$220K -$1.47K -8 -0.6%
LWP
1659
Laurel Wealth Planning
Minnesota
$220K – – –
BSSFA
1660
Baron Silver Stevens Financial Advisors
Florida
$220K -$42.2K -229 -16%
RAM
1661
Riggs Asset Management
Pennsylvania
$220K +$60K +326 +36%
VST
1662
Van Strum & Towne
California
$219K – – –
CWM
1663
Curi Wealth Management
North Carolina
$218K -$17.3K -94 -7%
AWMT
1664
AAFMAA Wealth Management & Trust
North Carolina
$218K – – –
MAG
1665
Mayfair Advisory Group
Alabama
$218K +$3.13K +17 +1%
AOWM
1666
Alpha Omega Wealth Management
Virginia
$218K – – –
JAG
1667
Journey Advisory Group
Kentucky
$217K -$184 -1 -0.1%
EHC
1668
Everett Harris & Co
California
$217K -$27.6K -150 -11%
MHR
1669
Matthew Hamilton Rosenberg
$217K – – –
KAM
1670
Knightsbridge Asset Management
California
$216K -$7.55K -41 -3%
MCP
1671
Mirador Capital Partners
California
$216K -$9.94K -54 -4%
PCMF
1672
Private Capital Management (Florida)
Florida
$214K -$214K -1,160 -49%
AT
1673
American Trust
Kentucky
$213K -$452K -2,456 -67%
CGFA
1674
Colton Groome Financial Advisors
North Carolina
$212K -$25.8K -140 -11%
ACP
1675
Aveo Capital Partners
Colorado
$212K +$219K +1,189 New
65 66
67
68 69