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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
SA
1701
SFI Advisors
New Jersey
$229K +$234K +1,315 New
CBOR
1702
Community Bank of Raymore
Missouri
$228K – – –
MLA
1703
My Legacy Advisors
Oregon
$228K -$2.96M -16,661 -94%
HKIM
1704
Hayek Kallen Investment Management
Alabama
$228K – – –
VHAM
1705
Van Hulzen Asset Management
California
$228K +$233K +1,308 New
DWP
1706
Daymark Wealth Partners
Ohio
$228K +$232K +1,307 New
OWM
1707
Orgel Wealth Management
Wisconsin
$228K +$1.07K +6 +0.5%
FCT
1708
First Community Trust
Iowa
$226K +$19.6K +110 +9%
JWM
1709
JGP Wealth Management
Oregon
$226K – – –
CWM
1710
Cahill Wealth Management
Michigan
$225K +$208K +1,170 New
SAM
1711
SP Asset Management
California
$225K +$1.07K +6 +0.5%
CPA
1712
Capital Planning Advisors
California
$225K -$30.1K -169 -12%
PSCM
1713
Per Stirling Capital Management
Texas
$225K +$230K +1,291 New
ZIG
1714
Zullo Investment Group
Pennsylvania
$225K -$8.36K -47 -4%
ML
1715
McAdam LLC
Pennsylvania
$224K -$288K -1,619 -62%
LCWP
1716
Legacy Capital Wealth Partners
Arkansas
$223K – – –
PP
1717
PrairieView Partners
Minnesota
$223K – – –
RWI
1718
Red Wave Investments
Pennsylvania
$223K +$227K +1,278 New
NDSI
1719
Newman Dignan & Sheerar Inc
Rhode Island
$222K – – –
ZIG
1720
Zuckerman Investment Group
Illinois
$222K – – –
IPW
1721
Inlet Private Wealth
Florida
$221K -$1.6K -9 -0.7%
KW
1722
KWB Wealth
California
$220K – – –
MCP
1723
Mirador Capital Partners
California
$220K +$224K +1,262 New
ETS
1724
ESL Trust Services
New York
$220K – – –
RPCA
1725
Running Point Capital Advisors
California
$220K – – –
67 68
69
70 71