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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
1701
Cortland Associates
Missouri
$649K +$4.78K +17 +0.8%
TCM
1702
Tran Capital Management
California
$649K – – –
WPP
1703
Whalerock Point Partners
Rhode Island
$648K – – –
KWA
1704
Kondo Wealth Advisors
California
$647K -$6.46K -23 -1%
KWM
1705
Kassira Wealth Management
Tennessee
$647K – – –
BI
1706
Breachway Investments
Rhode Island
$646K -$4.21K -15 -0.7%
HCM
1707
Highview Capital Management
Illinois
$644K +$603K +2,145 New
CI
1708
Cavalier Investments
Georgia
$643K -$350K -1,246 -37%
WCP
1709
Wealthcare Capital Partners
Pennsylvania
$642K +$154K +548 +34%
RFA
1710
Register Financial Advisors
Georgia
$642K +$19.7K +70 +3%
RIA
1711
Retirement Investment Advisors
Oklahoma
$639K – – –
AAS
1712
Annex Advisory Services
Wisconsin
$639K +$334K +1,188 +127%
MPW
1713
MASECO Private Wealth
$638K +$100K +357 +20%
MWA
1714
Midland Wealth Advisors
Illinois
$636K -$3.09K -11 -0.5%
SIAS
1715
Summit Investment Advisory Services
Minnesota
$635K – – –
MFG
1716
Magnus Financial Group
New York
$635K -$25K -89 -4%
FPGK
1717
Financial Partners Group (Kansas)
Kansas
$633K +$3.65K +13 +0.6%
TAM
1718
Trillium Asset Management
Massachusetts
$633K – – –
BCM
1719
Barometer Capital Management
Ontario, Canada
$631K +$590K +2,100 New
RTC
1720
Real Talk Capital
Tennessee
$630K – – –
JJBC
1721
James J. Burns & Company
New York
$629K -$9.27K -33 -2%
CSIC
1722
Clifford Swan Investment Counsel
California
$629K +$1.69K +6 +0.3%
FAM
1723
Formidable Asset Management
Ohio
$628K – – –
KAM
1724
KEB Asset Management
Illinois
$627K – – –
CWA
1725
Consilium Wealth Advisory
Texas
$626K – – –
67 68
69
70 71