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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
1826
BOS Asset Management
Illinois
$381K – – –
PCM
1827
Penn Capital Management
Pennsylvania
$380K -$694K -3,025 -66%
PBK
1828
Peoples Bank (Kansas)
Kansas
$380K -$58.3K -254 -14%
VMMC
1829
V.M. Manning & Co
South Carolina
$379K – – –
CAI
1830
Capital Advisors Inc
Oklahoma
$378K +$71.1K +310 +25%
EA
1831
Eclectic Associates
California
$376K +$4.59K +20 +1%
WCP
1832
Wealthcare Capital Partners
Pennsylvania
$376K +$33.5K +146 +10%
AIA
1833
Acute Investment Advisory
Arizona
$375K -$88.3K -385 -20%
MSCM
1834
McElhenny Sheffield Capital Management
Texas
$375K +$123K +538 +53%
FFA
1835
Florida Financial Advisors
Florida
$374K +$355K +1,547 New
SCA
1836
STALEY CAPITAL ADVISERS
Pennsylvania
$373K – – –
IWS
1837
Insight Wealth Strategies
California
$373K +$918 +4 +0.3%
I
1838
InvesTrust
Oklahoma
$372K – – –
RC
1839
Rovin Capital
Arizona
$372K +$5.74K +25 +2%
LSPW
1840
Lake Street Private Wealth
Illinois
$369K +$38.5K +168 +12%
SFO
1841
Stokes Family Office
Louisiana
$369K +$4.82K +21 +1%
LCWP
1842
Legacy Capital Wealth Partners
Arkansas
$368K +$688 +3 +0.2%
CIM
1843
CIM Investment Management
Pennsylvania
$368K -$10.1K -44 -3%
HR
1844
Howe & Rusling
New York
$368K -$2.06K -9 -0.6%
SP
1845
Successful Portfolios
Florida
$368K -$5.74K -25 -2%
HNWAG
1846
High Net Worth Advisory Group
Florida
$367K -$1.15K -5 -0.3%
GWA
1847
Genesis Wealth Advisors
Massachusetts
$366K – – –
GSAM
1848
Grant Street Asset Management
Pennsylvania
$365K +$229 +1 +0.1%
SPC
1849
Spirepoint Private Client
Florida
$364K – – –
BIM
1850
Breakwater Investment Management
Washington
$364K – – –
72 73
74
75 76