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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
WA
1751
Wealthstar Advisors
Texas
$363K -$16.9K -84 -5%
CAM
1752
Clark Asset Management
New Hampshire
$363K +$113K +563 +50%
ZIC
1753
ZWJ Investment Counsel
Georgia
$361K -$1.21K -6 -0.4%
BI
1754
BFI Infinity
Switzerland
$361K -$1.03M -5,094 -75%
LI
1755
LMCG Investments
Massachusetts
$360K -$16.7K -83 -5%
PK
1756
Pflug Koory
Nebraska
$359K – – –
DP
1757
Denver PWM
Colorado
$358K -$117K -580 -26%
SAM
1758
S.A. Mason
Michigan
$358K – – –
TNA
1759
True North Advisors
Texas
$357K – – –
AFS
1760
AFG Fiduciary Services
Massachusetts
$357K -$34.8K -173 -10%
IAA
1761
Independent Advisor Alliance
North Carolina
$357K +$91.4K +454 +38%
TI
1762
Truepoint Inc
Ohio
$356K – – –
QPWM
1763
Quadrant Private Wealth Management
Pennsylvania
$356K -$3.02K -15 -0.9%
NC
1764
North Capital
Utah
$355K -$30K -149 -8%
FCC
1765
Flower City Capital
New York
$355K +$201 +1 +0.1%
MFG
1766
Midwest Financial Group
Kansas
$354K -$62.2K -309 -16%
RIS
1767
Retirement Income Solutions
Michigan
$354K -$25.2K -125 -7%
BOH
1768
Bank of Hawaii
Hawaii
$353K – – –
FLP
1769
Financial Life Planners
Arizona
$353K -$2.17M -10,802 -87%
WCA
1770
Westover Capital Advisors
Delaware
$352K – – –
RWM
1771
Rockwood Wealth Management
Pennsylvania
$351K – – –
IAG
1772
Investmark Advisory Group
Connecticut
$349K +$13.3K +66 +4%
SFFS
1773
Stonehage Fleming Financial Services
Jersey
$349K +$21.7K +108 +7%
SAS
1774
Stelac Advisory Services
New York
$349K -$324K -1,612 -50%
TF
1775
Tenon Financial
New Jersey
$348K – – –
69 70
71
72 73