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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
LI
1776
LMCG Investments
Massachusetts
$349K -$38.2K -176 -9%
ZIG
1777
Zullo Investment Group
Pennsylvania
$349K +$217 +1 +0.1%
SFS
1778
Sharp Financial Services
Pennsylvania
$349K -$9.54K -44 -2%
HFS
1779
Heritage Financial Services
Massachusetts
$348K – – –
ICA
1780
Infrastructure Capital Advisors
New York
$348K -$445K -2,050 -54%
BCMLT
1781
Beacon Capital Management LLC (Tennessee)
Tennessee
$347K -$18.2K -84 -5%
LBC
1782
Leigh Baldwin & Co
New York
$347K -$32.1K -148 -8%
ACA
1783
Atlas Capital Advisors
Wyoming
$347K +$70.3K +324 +23%
DWM
1784
David Wealth Management
Virginia
$346K – – –
PAS
1785
Professional Advisory Services
Florida
$346K – – –
LA
1786
Latitude Advisors
Florida
$345K -$128K -590 -25%
TVM
1787
True Vision MN
Minnesota
$345K -$2.82K -13 -0.7%
PFA
1788
Pettinga Financial Advisors
Indiana
$344K -$10.8K -50 -3%
AFS
1789
AFG Fiduciary Services
Massachusetts
$344K +$12.1K +56 +3%
EI
1790
Ellevest Inc
New York
$343K -$57.3K -264 -13%
AG
1791
Advocate Group
Minnesota
$342K – – –
NPA
1792
Nichols & Pratt Advisers
Massachusetts
$342K +$43.4K +200 +13%
RAM
1793
Roanoke Asset Management
New Jersey
$341K +$6.51K +30 +2%
FPW
1794
Flywheel Private Wealth
California
$341K -$159K -732 -30%
MAV
1795
Mason & Associates (Virginia)
Virginia
$340K -$18K -83 -5%
TL
1796
Tradewinds LLC
North Carolina
$340K -$5.86K -27 -2%
BTWM
1797
Brass Tax Wealth Management
Ohio
$339K -$11.3K -52 -3%
PPW
1798
Pasadena Private Wealth
California
$339K +$369K +1,700 New
ACM
1799
Ananym Capital Management
New York
$338K -$4.14M -19,065 -92%
SWIM
1800
Smallwood Wealth Investment Management
New Jersey
$338K +$1.08K +5 +0.3%
70 71
72
73 74