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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
ZIG
1851
Zuckerman Investment Group
Illinois
$275K – – –
MMPW
1852
Mitchell McLeod Pugh & Williams
Alabama
$275K -$15.2K -71 -5%
SWA
1853
Strata Wealth Advisors
Texas
$274K +$5.35K +25 +2%
VBWMG
1854
Von Berge Wealth Management Group
California
$274K +$214 +1 +0.1%
BWA
1855
Bordeaux Wealth Advisors
California
$272K +$30.6K +143 +13%
VST
1856
Van Strum & Towne
California
$271K – – –
GM
1857
GeoWealth Management
Illinois
$271K +$4.92K +23 +2%
WAL
1858
W Advisors LLC
Tennessee
$270K +$262K +1,223 New
CAM
1859
Clark Asset Management
New Hampshire
$270K -$110K -514 -30%
WAOTB
1860
Wealth Advisors of Tampa Bay
Florida
$270K +$3.64K +17 +1%
DF
1861
Dunhill Financial
United Kingdom
$270K +$102K +477 +64%
PCMU
1862
Paragon Capital Management (Utah)
Utah
$269K +$42.8K +200 +20%
JCFM
1863
JBR Co Financial Management
Oklahoma
$268K +$260K +1,215 New
BMCM
1864
Burns Matteson Capital Management
New York
$268K – – –
C
1865
Cliffwater
California
$268K – – –
MAM
1866
Madison Asset Management
Wisconsin
$267K – – –
T
1867
TNF
Montana
$267K – – –
VWM
1868
Vigilare Wealth Management
Arizona
$267K -$974K -4,554 -79%
CAI
1869
Capital Advisors Inc
Oklahoma
$266K +$25.3K +118 +11%
CWS
1870
Cypress Wealth Services
California
$266K -$8.13K -38 -3%
TW
1871
TrinityPoint Wealth
Connecticut
$266K – – –
ERWM
1872
Elk River Wealth Management
Colorado
$266K – – –
CWP
1873
CFM Wealth Partners
Texas
$265K – – –
NPPM
1874
North Point Portfolio Managers
Ohio
$264K +$256K +1,194 New
OBWG
1875
Onyx Bridge Wealth Group
New York
$264K -$10.5K -49 -4%
73 74
75
76 77