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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
PCA
1701
Pallas Capital Advisors
Massachusetts
$394K -$37.6K -187 -9%
CWM
1702
Collaborative Wealth Management
Florida
$393K +$44.1K +219 +14%
PBK
1703
Peoples Bank (Kansas)
Kansas
$393K – – –
KLI
1704
Kelman-Lazarov Inc
Tennessee
$392K – – –
BFA
1705
Brown Financial Advisory
Alabama
$391K – – –
SSWM
1706
Smith Salley Wealth Management
North Carolina
$391K +$160K +797 +79%
GIA
1707
GHP Investment Advisors
Colorado
$391K +$402 +2 +0.1%
TWPM
1708
Total Wealth Planning & Management
Florida
$390K – – –
RMP
1709
Richards, Merrill & Peterson
Washington
$389K – – –
CCM
1710
Collar Capital Management
Wisconsin
$389K +$6.04K +30 +2%
DA
1711
Detalus Advisors
Missouri
$388K – – –
QC
1712
Quent Capital
New York
$388K -$52.1K -259 -13%
WPA
1713
West Paces Advisors
Georgia
$387K -$3.22K -16 -0.9%
LBC
1714
Leigh Baldwin & Co
New York
$387K +$10.7K +53 +3%
NIM
1715
Northeast Investment Management
Massachusetts
$386K -$14.1K -70 -4%
HFS
1716
Heritage Financial Services
Massachusetts
$385K +$7.65K +38 +2%
TCM
1717
Tassel Capital Management
North Carolina
$385K +$146K +725 +68%
AWP
1718
Abacus Wealth Partners
California
$383K – – –
WC
1719
Waterloo Capital
Texas
$382K +$356K +1,768 New
FDCP
1720
Foster Dykema Cabot & Partners
Massachusetts
$380K – – –
EWA
1721
Encompass Wealth Advisors
Oregon
$380K +$604 +3 +0.2%
CNBOF
1722
City National Bank of Florida
Florida
$380K +$19.5K +97 +6%
PAW
1723
Plan A Wealth
Nebraska
$380K -$188K -935 -35%
FFM
1724
Flagstone Financial Management
Nebraska
$379K -$1.41K -7 -0.4%
PFG
1725
Pacific Financial Group
Washington
$379K -$7.04K -35 -2%
67 68
69
70 71