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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
TCOO
1801
Trust Company of Oklahoma
Oklahoma
$455K – – –
TFA
1802
TPG Financial Advisors
Oregon
$455K +$28.8K +117 +7%
ACA
1803
AllStreet Capital Advisors
California
$454K +$454K +1,846 New
RAS
1804
RPS Advisory Solutions
Kentucky
$453K -$9.83K -40 -2%
BFIM
1805
Beese Fulmer Investment Management
Ohio
$452K – – –
SWG
1806
Summit Wealth Group
Vermont
$451K -$38.1K -155 -8%
CWP
1807
Concord Wealth Partners
Virginia
$449K -$77K -313 -15%
FG
1808
Fiduciary Group
Georgia
$449K -$40.6K -165 -8%
ICA
1809
Infrastructure Capital Advisors
New York
$449K +$246K +1,000 +121%
WMA
1810
West Michigan Advisors
Michigan
$448K +$58.5K +238 +15%
RFA
1811
Register Financial Advisors
Georgia
$447K -$22.4K -91 -5%
KLI
1812
Kelman-Lazarov Inc
Tennessee
$447K – – –
BFA
1813
Brown Financial Advisory
Alabama
$446K – – –
BOH
1814
Bank of Hawaii
Hawaii
$446K +$36.9K +150 +9%
LC
1815
Lavelle Capital
California
$445K +$444K +1,806 New
FCA
1816
FLC Capital Advisors
California
$444K +$116K +470 +35%
CBA
1817
Coastal Bridge Advisors
Connecticut
$444K – – –
QC
1818
Quent Capital
New York
$443K -$19.7K -80 -4%
QLSGSCF
1819
Quent Long Short Global Small Cap Fund
New York
$443K +$442K +1,798 New
WPA
1820
West Paces Advisors
Georgia
$442K -$2.95K -12 -0.7%
AWA
1821
Amplius Wealth Advisors
Pennsylvania
$441K -$32.5K -132 -7%
CCM
1822
Collar Capital Management
Wisconsin
$441K -$2.46K -10 -0.6%
NIM
1823
Northeast Investment Management
Massachusetts
$441K – – –
AI
1824
Arvest Investments
Arkansas
$439K -$64.4K -262 -13%
FDCP
1825
Foster Dykema Cabot & Partners
Massachusetts
$437K -$1.48K -6 -0.3%
71 72
73
74 75