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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
KCM
1826
Kennicott Capital Management
California
$290K – – –
CBOR
1827
Community Bank of Raymore
Missouri
$289K – – –
X
1828
Xponance
Pennsylvania
$289K -$70K -327 -20%
HKIM
1829
Hayek Kallen Investment Management
Alabama
$288K – – –
GL
1830
Gerber LLC
Ohio
$287K – – –
DPW
1831
DiNuzzo Private Wealth
Pennsylvania
$287K +$278K +1,301 New
EFA
1832
Edge Financial Advisors
Illinois
$287K +$202K +942 New
JWM
1833
JGP Wealth Management
Oregon
$286K – – –
GSAM
1834
Grant Street Asset Management
Pennsylvania
$286K – – –
RIG
1835
RiverFront Investment Group
Virginia
$285K +$25K +117 +10%
CST
1836
Charles Schwab Trust
Nevada
$285K +$276K +1,290 New
BST
1837
Bath Savings Trust
Maine
$284K +$55.4K +259 +25%
SCM
1838
Sage Capital Management
New Jersey
$283K -$104K -484 -27%
CWM
1839
Collaborative Wealth Management
Florida
$283K -$33.2K -155 -11%
LCWP
1840
Legacy Capital Wealth Partners
Arkansas
$283K +$274K +1,280 New
WA
1841
Wealth Alliance
New York
$280K -$541K -2,530 -67%
CSB
1842
City State Bank
Iowa
$279K -$12.8K -60 -5%
HCA
1843
Horan Capital Advisors
Ohio
$278K – – –
GAM
1844
Gemmer Asset Management
California
$277K +$25.9K +121 +11%
WC
1845
Waterloo Capital
Texas
$277K +$268K +1,253 New
CPA
1846
Capital Planning Advisors
California
$276K – – –
LC
1847
Lincoln Capital
Nebraska
$275K – – –
ZIG
1848
Zuckerman Investment Group
Illinois
$275K – – –
MMPW
1849
Mitchell McLeod Pugh & Williams
Alabama
$275K -$15.2K -71 -5%
SWA
1850
Strata Wealth Advisors
Texas
$274K +$5.35K +25 +2%
72 73
74
75 76