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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
CF
1751
Cantor Fitzgerald
New York
$476K +$492K +2,156 New
CSIC
1752
Clifford Swan Investment Counsel
California
$475K – – –
PTP
1753
Platform Technology Partners
New York
$474K +$245K +1,075 +100%
CAM
1754
Concorde Asset Management
Michigan
$472K -$56.5K -248 -10%
BCP
1755
Blue Chip Partners
Michigan
$471K +$486K +2,133 New
MM
1756
Meridian Management
Arkansas
$470K – – –
CAM
1757
Costello Asset Management
Pennsylvania
$470K -$55.6K -244 -10%
WA
1758
WESPAC Advisors
California
$469K +$263K +1,152 +119%
SIAS
1759
Summit Investment Advisory Services
Minnesota
$469K +$228 +1 +0%
CWP
1760
Concord Wealth Partners
Virginia
$469K -$6.84K -30 -1%
CWM
1761
Cordatus Wealth Management
Pennsylvania
$468K +$483K +2,118 New
NEPPG
1762
New England Professional Planning Group
Rhode Island
$466K +$120K +527 +33%
W
1763
Wealthquest
Ohio
$465K -$17.1K -75 -3%
PAWA
1764
Palo Alto Wealth Advisors
California
$465K +$1.6K +7 +0.3%
P8IP
1765
Pier 88 Investment Partners
California
$464K +$479K +2,100 New
RWA
1766
Redmont Wealth Advisors
Illinois
$464K +$2.74K +12 +0.6%
P
1767
Pitcairn
Pennsylvania
$463K -$29.4K -129 -6%
RTC
1768
Real Talk Capital
Tennessee
$463K +$478K +2,097 New
MWP
1769
Madison Wealth Partners
Wisconsin
$463K – – –
GCM
1770
Gables Capital Management
Florida
$462K -$7.98K -35 -2%
TCM
1771
Tran Capital Management
California
$462K – – –
PFA
1772
Plotkin Financial Advisors
Maryland
$461K -$17.6K -77 -4%
WCM
1773
Washington Capital Management
Washington
$458K -$2.28K -10 -0.5%
AWA
1774
Amplius Wealth Advisors
Pennsylvania
$458K +$61.6K +270 +15%
VWM
1775
Vigilare Wealth Management
Arizona
$458K +$197K +864 +71%
69 70
71
72 73