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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
AWMF
1726
Arbor Wealth Management (Florida)
Florida
$258K +$262K +1,161 New
SWM
1727
Stockman Wealth Management
Montana
$256K -$9.04K -40 -3%
HWM
1728
Hohimer Wealth Management
Washington
$254K – – –
NEPPG
1729
New England Professional Planning Group
Rhode Island
$253K +$2.03K +9 +0.8%
VBWMG
1730
Von Berge Wealth Management Group
California
$253K +$284K +1,257 New
FWM
1731
FSA Wealth Management
Massachusetts
$252K -$5.65K -25 -2%
TCOV
1732
Trust Company of Vermont
Vermont
$251K – – –
MCM
1733
Mill Capital Management
North Carolina
$250K +$254K +1,122 New
EW
1734
Element Wealth
Mississippi
$249K -$84.5K -374 -25%
BG
1735
Bollard Group
Massachusetts
$249K +$452 +2 +0.2%
ECM
1736
Exchange Capital Management
Michigan
$249K +$253K +1,118 New
SG
1737
Stonnington Group
California
$248K -$11.3K -50 -4%
MCM
1738
Maple Capital Management
Vermont
$248K +$251K +1,113 New
RWM
1739
Rockwood Wealth Management
Pennsylvania
$248K +$252K +1,114 New
APW
1740
Austin Private Wealth
Texas
$247K – – –
CWM
1741
Cabot Wealth Management
Massachusetts
$247K – – –
GIM
1742
Grassi Investment Management
California
$247K +$19.2K +85 +8%
SPWM
1743
Straight Path Wealth Management
Michigan
$247K +$251K +1,111 New
LA
1744
Legacy Advisors
Pennsylvania
$246K -$4.07K -18 -2%
MAG
1745
MRA Advisory Group
New Jersey
$245K +$249K +1,103 New
RMCM
1746
Reynders McVeigh Capital Management
Massachusetts
$244K – – –
BST
1747
Bath Savings Trust
Maine
$244K +$9.49K +42 +4%
AWM
1748
Altavista Wealth Management
North Carolina
$243K – – –
CF
1749
Corrigan Financial
Rhode Island
$241K +$226 +1 +0.1%
MCA
1750
MSH Capital Advisors
Arizona
$241K +$245K +1,084 New
68 69
70
71 72