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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
CNTOF
1651
Canandaigua National Trust of Florida
New York
$577K – – –
PMFA
1652
Plante Moran Financial Advisors
Michigan
$575K +$91K +399 +18%
LA
1653
Lynch & Associates
Indiana
$574K – – –
JBW
1654
Journey Beyond Wealth
Georgia
$573K +$591K +2,594 New
FMN
1655
Financial Management Network
California
$573K -$1.82K -8 -0.3%
FRA
1656
Frank Rimerman Advisors
California
$573K – – –
SFP
1657
Shepherd Financial Partners
Massachusetts
$572K – – –
CTA
1658
Chesley Taft & Associates
Illinois
$571K -$1.6K -7 -0.3%
WSCM
1659
Wellington Shields Capital Management
New York
$571K – – –
IWN
1660
Independent Wealth Network
Iowa
$571K +$170K +744 +40%
SIA
1661
SeaBridge Investment Advisors
New Jersey
$570K +$15.5K +68 +3%
LDB
1662
Lee, Danner & Bass
Tennessee
$569K +$205K +898 +54%
DWP
1663
Destiny Wealth Partners
Florida
$568K +$114K +499 +24%
PAM
1664
PVG Asset Management
Colorado
$568K +$214K +939 +58%
MSFS
1665
Main Street Financial Solutions
Pennsylvania
$568K +$14.6K +64 +3%
UFAC
1666
Urban Financial Advisory Corp
Illinois
$567K +$1.82K +8 +0.3%
CPRC
1667
Consolidated Portfolio Review Corp
New York
$566K +$201K +880 +52%
BW
1668
Bison Wealth
Georgia
$566K -$15K -66 -3%
VAS
1669
Vestmark Advisory Solutions
Massachusetts
$565K +$583K +2,557 New
MMHP
1670
Murphy Middleton Hinkle & Parker
Georgia
$563K -$3.19K -14 -0.5%
CAM
1671
CenterStar Asset Management
Illinois
$561K -$430K -1,884 -43%
AGDI
1672
Absolute Gestao de Investimentos
Brazil
$559K +$577K +2,530 New
OSNBOA
1673
Old Second National Bank of Aurora
Illinois
$559K – – –
EFG
1674
Everhart Financial Group
Ohio
$558K +$26.7K +117 +5%
FC
1675
Forte Capital
New York
$556K -$16.2K -71 -3%
65 66
67
68 69