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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
CSB
1951
City State Bank
Iowa
$259K +$2.01K +10 +0.8%
CWP
1952
CFM Wealth Partners
Texas
$259K – – –
ALA
1953
Atlas Legacy Advisors
California
$259K +$3.42K +17 +1%
YP
1954
YANKCOM Partnership
South Dakota
$259K – – –
VBWMG
1955
Von Berge Wealth Management Group
California
$258K – – –
ZI
1956
ZEGA Investments
Florida
$257K -$6.24K -31 -3%
NA
1957
Nestegg Advisors
New York
$257K +$604 +3 +0.3%
BB
1958
Berkshire Bank
Massachusetts
$255K – – –
WAM
1959
Worth Asset Management
Texas
$255K +$237K +1,180 New
CB
1960
CNB Bank
Pennsylvania
$254K -$171K -850 -42%
GCP
1961
Gill Capital Partners
Colorado
$254K +$33.6K +167 +17%
MSG
1962
Main Street Group
Virginia
$254K +$40.6K +202 +21%
MIM
1963
Macroview Investment Management
Maryland
$253K -$59.8K -297 -20%
WAOTB
1964
Wealth Advisors of Tampa Bay
Florida
$253K – – –
BA
1965
Bluesphere Advisors
Pennsylvania
$253K -$53.1K -264 -18%
AEPWM
1966
Atlantic Edge Private Wealth Management
Florida
$252K -$70.4K -350 -23%
FPCG
1967
Forum Private Client Group
Indiana
$252K -$201 -1 -0.1%
CPC
1968
Consolidated Planning Corp
Georgia
$251K – – –
FI
1969
Finivi Inc
Massachusetts
$251K -$2.45M -12,154 -91%
KW
1970
KWB Wealth
California
$251K – – –
VAMG
1971
Voisard Asset Management Group
Michigan
$251K – – –
QHA
1972
Quarry Hill Advisors
Minnesota
$250K – – –
GAA
1973
Global Assets Advisory
Florida
$250K -$613K -3,046 -73%
AOWM
1974
Alpha Omega Wealth Management
Virginia
$248K – – –
SWGC
1975
Summit Wealth Group (Colorado)
Colorado
$248K +$231K +1,150 New
77 78
79
80 81