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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
WI
2026
Wedgewood Investors
Pennsylvania
$393K – – –
HKIM
2027
Hayek Kallen Investment Management
Alabama
$392K – – –
DPW
2028
DiNuzzo Private Wealth
Pennsylvania
$391K – – –
KFA
2029
Kelleher Financial Advisors
New York
$391K +$365K +1,300 New
PCM
2030
Park Capital Management
Wisconsin
$389K – – –
SIA
2031
Stegner Investment Associates
Kentucky
$389K -$192K -684 -35%
HFS
2032
Hantz Financial Services
Michigan
$388K +$562 +2 +0.2%
RBC
2033
Romano Brothers & Co
Illinois
$388K – – –
ATC
2034
Adirondack Trust Company
New York
$387K -$4.21K -15 -1%
CFG
2035
Compass Financial Group
Ohio
$386K -$115K -410 -24%
MKW
2036
Mullaney, Keating & Wright
Connecticut
$385K +$12.6K +45 +4%
VAM
2037
Verity Asset Management
North Carolina
$384K +$359K +1,279 New
O3W
2038
Omni 360 Wealth
New Jersey
$383K +$359K +1,276 New
BAM
2039
Byrne Asset Management
New Jersey
$383K +$29.5K +105 +9%
MCP
2040
Mirador Capital Partners
California
$383K +$10.1K +36 +3%
MAWCM
2041
Mine & Arao Wealth Creation & Management
California
$383K +$843 +3 +0.2%
XWM
2042
Xcel Wealth Management
Florida
$382K -$111K -395 -24%
FHB
2043
First Hawaiian Bank
Hawaii
$382K -$3.09K -11 -0.9%
NRI
2044
NFP Retirement Inc
California
$381K -$562 -2 -0.2%
WAG
2045
Wallace Advisory Group
California
$380K +$843 +3 +0.2%
MA
2046
MW Advisory
Georgia
$380K +$355K +1,265 New
GFA
2047
Godfrey Financial Associates
New York
$378K – – –
KW
2048
KWB Wealth
California
$378K – – –
FSCM
2049
Front Street Capital Management
Montana
$376K -$1.97K -7 -0.6%
MSG
2050
Main Street Group
Virginia
$375K – – –
80 81
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83 84