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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
AEPWM
1751
Atlantic Edge Private Wealth Management
Florida
$345K +$8.35K +39 +3%
PPH
1752
Pure Portfolios Holdings
Oregon
$341K +$330K +1,543 New
LNB
1753
Ledyard National Bank
$340K +$16.3K +76 +5%
FFA
1754
Florida Financial Advisors
Florida
$340K +$329K +1,538 New
SP
1755
Stablepoint Partners
Massachusetts
$340K -$161K -751 -33%
AIA
1756
Armor Investment Advisors
North Carolina
$338K – – –
IWS
1757
Insight Wealth Strategies
California
$336K +$1.07K +5 +0.3%
MAWCM
1758
Mine & Arao Wealth Creation & Management
California
$336K +$856 +4 +0.3%
ATS
1759
Ashton Thomas Securities
New York
$334K -$1.07K -5 -0.3%
EP
1760
Edgestream Partners
New Jersey
$334K +$323K +1,510 New
SC
1761
Sapient Capital
Indiana
$333K +$16.9K +79 +6%
RPCONE
1762
Retirement Planning Company of New England
Rhode Island
$333K -$2.14K -10 -0.7%
BIM
1763
Breakwater Investment Management
Washington
$332K – – –
AWAG
1764
ARS Wealth Advisors Group
Florida
$332K +$18.2K +85 +6%
SFO
1765
Stokes Family Office
Louisiana
$331K – – –
FMLI
1766
Fukoku Mutual Life Insurance
Japan
$331K +$321K +1,500 New
OIS
1767
Okabena Investment Services
Minnesota
$331K +$321K +1,500 New
MFGM
1768
Marshall Financial Group (Maryland)
Maryland
$331K – – –
PGAM
1769
Princeton Global Asset Management
New Jersey
$330K +$171K +799 +115%
RS
1770
Rakuten Securities
Japan
$330K +$57.3K +268 +22%
ZIM
1771
Zacks Investment Management
Illinois
$329K +$14.8K +69 +5%
1WA
1772
180 Wealth Advisors
Washington
$329K +$11.6K +54 +4%
CSPAM
1773
Cary Street Partners Asset Management
Virginia
$329K -$27.4K -128 -8%
TCM
1774
Traynor Capital Management
Pennsylvania
$329K +$102K +479 +48%
FAM
1775
Flaharty Asset Management
Florida
$328K -$4.92K -23 -2%
69 70
71
72 73