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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
W
1851
Wealthquest
Ohio
$510K -$70.5K -251 -13%
SWIM
1852
Smallwood Wealth Investment Management
New Jersey
$510K +$281 +1 +0.1%
AMCA
1853
Arthur M. Cohen & Associates
Illinois
$509K – – –
SAM
1854
Seelaus Asset Management
New Jersey
$508K -$5.62K -20 -1%
BFAG
1855
Blackston Financial Advisory Group
Florida
$507K -$11K -39 -2%
NC
1856
North Capital
Utah
$507K +$281 +1 +0.1%
APWA
1857
Atlas Private Wealth Advisors
New Jersey
$507K +$562 +2 +0.1%
KL
1858
KilterHowling LLC
Colorado
$506K +$1.12K +4 +0.2%
TP
1859
Thayer Partners
Pennsylvania
$503K -$10.1K -36 -2%
KFC
1860
Klingenstein Fields & Co
New York
$503K – – –
TH
1861
Team Hewins
California
$502K +$23K +82 +5%
RFO
1862
RiverGlades Family Offices
Florida
$501K +$469K +1,668 New
PK
1863
Pflug Koory
Nebraska
$500K – – –
SAM
1864
S.A. Mason
Michigan
$499K – – –
LA
1865
Layline Advisors
New York
$499K +$466K +1,660 New
SFGP
1866
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$498K +$95.5K +340 +26%
AFS
1867
AFG Fiduciary Services
Massachusetts
$497K -$653K -2,324 -58%
FIB
1868
First Interstate Bank
Montana
$497K +$198K +705 +74%
ZIG
1869
Zullo Investment Group
Pennsylvania
$497K – – –
AF
1870
Apollon Financial
South Carolina
$496K +$3.09K +11 +0.7%
PFM
1871
Phillips Financial Management
Indiana
$496K – – –
IPW
1872
Inlet Private Wealth
Florida
$495K – – –
DWM
1873
Ducere Wealth Management
California
$492K -$246K -876 -35%
NWMP
1874
Noble Wealth Management PBC
Colorado
$492K +$132K +470 +40%
LCA
1875
Legend Capital Advisors
New York
$492K – – –
73 74
75
76 77