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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
DL
1801
DOHJ LLC
Washington
$281K – – –
PIA
1802
Pinion Investment Advisors
Kansas
$281K -$76.1K -425 -23%
LWMG
1803
Levy Wealth Management Group
Pennsylvania
$280K +$896 +5 +0.4%
FSCM
1804
Front Street Capital Management
Montana
$280K +$29K +162 +13%
FWA
1805
FSM Wealth Advisors
Ohio
$280K +$250K +1,395 New
GAM
1806
Gemmer Asset Management
California
$280K +$22.6K +126 +10%
AWAG
1807
ARS Wealth Advisors Group
Florida
$278K – – –
WAG
1808
Windsor Advisory Group
Ohio
$277K – – –
EM
1809
Excalibur Management
Massachusetts
$277K +$247K +1,379 New
BB
1810
Berkshire Bank
Massachusetts
$276K +$34.6K +193 +16%
DFG
1811
Dupree Financial Group
Kentucky
$276K +$246K +1,373 New
SAM
1812
Seelaus Asset Management
New Jersey
$275K -$10.6K -59 -4%
IPWA
1813
International Private Wealth Advisors
California
$273K +$244K +1,360 New
RBC
1814
Romano Brothers & Co
Illinois
$273K -$28.5K -159 -10%
MWA
1815
Monograph Wealth Advisors
California
$272K -$14.3K -80 -6%
PVAMC
1816
PPS&V Asset Management Consultants
Michigan
$271K – – –
CSB
1817
City State Bank
Iowa
$270K – – –
FCA
1818
FLC Capital Advisors
California
$270K -$83.3K -465 -26%
AC
1819
Asio Capital
Kentucky
$270K – – –
CWM
1820
Collaborative Wealth Management
Florida
$268K -$13.4K -75 -5%
TW
1821
TrinityPoint Wealth
Connecticut
$268K – – –
EWM
1822
EPG Wealth Management
Georgia
$268K +$148K +826 +150%
OWM
1823
Orgel Wealth Management
Wisconsin
$267K +$25.4K +142 +12%
HCM
1824
Horrell Capital Management
Arkansas
$267K – – –
WI
1825
Wedgewood Investors
Pennsylvania
$266K – – –
71 72
73
74 75