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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
BTWM
1676
Baker Tilly Wealth Management
Wisconsin
$241K -$87.4K -490 -28%
PNAA
1677
Pictet North America Advisors
Switzerland
$241K +$229K +1,286 New
SMA
1678
Sage Mountain Advisors
Georgia
$241K -$68.8K -386 -23%
CTC
1679
Corundum Trust Company
South Dakota
$240K +$229K +1,284 New
SWM
1680
Stockman Wealth Management
Montana
$240K -$17.3K -97 -7%
PP
1681
PrairieView Partners
Minnesota
$239K – – –
NDSI
1682
Newman Dignan & Sheerar Inc
Rhode Island
$239K – – –
ZIG
1683
Zuckerman Investment Group
Illinois
$239K – – –
ZIG
1684
Zullo Investment Group
Pennsylvania
$238K -$7.13K -40 -3%
GAM
1685
Gemmer Asset Management
California
$237K -$44.9K -252 -17%
IPW
1686
Inlet Private Wealth
Florida
$237K – – –
FNWM
1687
Financial Network Wealth Management
Utah
$237K -$5.35K -30 -2%
RPCA
1688
Running Point Capital Advisors
California
$236K – – –
VFP
1689
Verus Financial Partners
Virginia
$236K +$535 +3 +0.2%
KW
1690
KWB Wealth
California
$236K -$1.07K -6 -0.5%
EB
1691
Eastern Bank
Massachusetts
$235K – – –
EFG
1692
Everhart Financial Group
Ohio
$234K +$286K +1,603 New
CCG
1693
Coastwise Capital Group
California
$231K +$178 +1 +0.1%
FSCM
1694
Front Street Capital Management
Montana
$231K -$19.6K -110 -8%
VST
1695
Van Strum & Towne
California
$229K – – –
DP
1696
Dearborn Partners
Illinois
$228K -$6.24K -35 -3%
MAG
1697
Mayfair Advisory Group
Alabama
$228K – – –
MHR
1698
Matthew Hamilton Rosenberg
$228K – – –
WP
1699
WMS Partners
Maryland
$227K +$216K +1,211 New
GWMIA
1700
Global Wealth Management Investment Advisory
Florida
$226K -$21.6K -121 -9%
66 67
68
69 70