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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
MWC
1651
MKD Wealth Coaches
Michigan
$577K +$596K +2,613 New
CNTOF
1652
Canandaigua National Trust of Florida
New York
$577K – – –
PMFA
1653
Plante Moran Financial Advisors
Michigan
$575K +$91K +399 +18%
LA
1654
Lynch & Associates
Indiana
$574K – – –
JBW
1655
Journey Beyond Wealth
Georgia
$573K +$591K +2,594 New
FMN
1656
Financial Management Network
California
$573K -$1.82K -8 -0.3%
FRA
1657
Frank Rimerman Advisors
California
$573K – – –
SFP
1658
Shepherd Financial Partners
Massachusetts
$572K – – –
CTA
1659
Chesley Taft & Associates
Illinois
$571K -$1.6K -7 -0.3%
WSCM
1660
Wellington Shields Capital Management
New York
$571K – – –
IWN
1661
Independent Wealth Network
Iowa
$571K +$170K +744 +40%
SIA
1662
SeaBridge Investment Advisors
New Jersey
$570K +$15.5K +68 +3%
LDB
1663
Lee, Danner & Bass
Tennessee
$569K +$205K +898 +54%
DWP
1664
Destiny Wealth Partners
Florida
$568K +$114K +499 +24%
PAM
1665
PVG Asset Management
Colorado
$568K +$214K +939 +58%
MSFS
1666
Main Street Financial Solutions
Pennsylvania
$568K +$14.6K +64 +3%
UFAC
1667
Urban Financial Advisory Corp
Illinois
$567K +$1.82K +8 +0.3%
CPRC
1668
Consolidated Portfolio Review Corp
New York
$566K +$201K +880 +52%
BW
1669
Bison Wealth
Georgia
$566K -$15K -66 -3%
VAS
1670
Vestmark Advisory Solutions
Massachusetts
$565K +$583K +2,557 New
MMHP
1671
Murphy Middleton Hinkle & Parker
Georgia
$563K -$3.19K -14 -0.5%
CAM
1672
CenterStar Asset Management
Illinois
$561K -$430K -1,884 -43%
AGDI
1673
Absolute Gestao de Investimentos
Brazil
$559K +$577K +2,530 New
OSNBOA
1674
Old Second National Bank of Aurora
Illinois
$559K – – –
EFG
1675
Everhart Financial Group
Ohio
$558K +$26.7K +117 +5%
65 66
67
68 69