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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
LHC
1726
Little House Capital
Massachusetts
$449K – – –
FFS
1727
Founders Financial Securities
Maryland
$449K -$249K -1,086 -37%
LA
1728
LM Advisors
California
$448K -$63.8K -278 -13%
TCOO
1729
Trust Company of Oklahoma
Oklahoma
$448K – – –
BTWM
1730
Brass Tax Wealth Management
Ohio
$445K -$30.1K -131 -7%
PCA
1731
Purkiss Capital Advisors
Connecticut
$445K +$422K +1,838 New
BFIM
1732
Beese Fulmer Investment Management
Ohio
$444K -$150K -653 -26%
4WM
1733
49 Wealth Management
Texas
$444K +$55.5K +242 +15%
BCMLT
1734
Beacon Capital Management LLC (Tennessee)
Tennessee
$444K -$3.44K -15 -0.8%
PCA
1735
Pallas Capital Advisors
Massachusetts
$442K +$229 +1 +0.1%
PCM
1736
Parsons Capital Management
Rhode Island
$441K -$91.8K -400 -18%
SHA
1737
Seneca House Advisors
Virginia
$440K +$417K +1,819 New
KLI
1738
Kelman-Lazarov Inc
Tennessee
$439K – – –
TCOV
1739
Trust Company of Vermont
Vermont
$438K -$11.5K -50 -3%
BFA
1740
Brown Financial Advisory
Alabama
$438K – – –
AWP
1741
Abacus Wealth Partners
California
$438K +$8.26K +36 +2%
WPA
1742
West Paces Advisors
Georgia
$437K +$2.75K +12 +0.7%
CBA
1743
Coastal Bridge Advisors
Connecticut
$436K -$4.59K -20 -1%
HFS
1744
Heritage Financial Services
Massachusetts
$436K +$3.9K +17 +1%
CCM
1745
Collar Capital Management
Wisconsin
$436K – – –
NIM
1746
Northeast Investment Management
Massachusetts
$433K – – –
TL
1747
Tradewinds LLC
North Carolina
$432K +$410K +1,785 New
SHJ
1748
Sharkey, Howes & Javer
Colorado
$431K -$22.3K -97 -5%
FDCP
1749
Foster Dykema Cabot & Partners
Massachusetts
$431K +$4.36K +19 +1%
CWM
1750
Collaborative Wealth Management
Florida
$428K -$11.9K -52 -3%
68 69
70
71 72