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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
VBWMG
1876
Von Berge Wealth Management Group
California
$242K – – –
BSSFA
1877
Baron Silver Stevens Financial Advisors
Florida
$242K – – –
AOWM
1878
Alpha Omega Wealth Management
Virginia
$242K -$9.97K -50 -4%
OC
1879
Oakworth Capital
Alabama
$241K – – –
B
1880
Birchbrook
Maine
$241K -$11.8K -59 -5%
GGS
1881
Galvin Gaustad & Stein
Arizona
$241K +$228K +1,145 New
T
1882
TNF
Montana
$240K – – –
MFG
1883
Midwest Financial Group
Kansas
$239K -$1.58M -7,909 -87%
OCPWS
1884
One Charles Private Wealth Services
Massachusetts
$239K – – –
AFP
1885
Alpha Financial Partners
Kentucky
$239K -$798 -4 -0.4%
RMA
1886
Roffman Miller Associates
Pennsylvania
$238K -$5.79K -29 -2%
EB
1887
Eastern Bank
Massachusetts
$238K -$87.6K -439 -28%
FWM
1888
FSA Wealth Management
Massachusetts
$237K +$7.98K +40 +4%
SAM
1889
Seelaus Asset Management
New Jersey
$237K -$48.7K -244 -18%
VPP
1890
Vertex Planning Partners
Illinois
$237K -$4.19K -21 -2%
CIP
1891
Capital Insight Partners
Arizona
$237K – – –
MAM
1892
Milestone Asset Management
Pennsylvania
$236K -$20.5K -103 -8%
TWA
1893
Talisman Wealth Advisors
New Jersey
$235K – – –
WCM
1894
Wealthcare Capital Management
Virginia
$234K -$82.6K -414 -27%
CWM
1895
Cabot Wealth Management
Massachusetts
$234K – – –
CA
1896
Cortland Associates
Missouri
$233K +$11K +55 +5%
NFA
1897
Northern Financial Advisors
Michigan
$232K -$29.7K -149 -12%
JCM
1898
Jag Capital Management
Missouri
$230K +$16.2K +81 +8%
CI
1899
Clal Insurance
Israel
$230K -$73.6M -368,908 -100%
WAG
1900
Wallace Advisory Group
California
$230K – – –
74 75
76
77 78