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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
MHR
2026
Matthew Hamilton Rosenberg
$178K – – –
FCG
2027
Financial Connections Group
California
$178K -$98.6K -461 -36%
TCPG
2028
Trivant Custom Portfolio Group
California
$177K – – –
CAL
2029
Capital Analysts LLC
Pennsylvania
$173K +$1.28K +6 +0.8%
AAP
2030
Arax Advisory Partners
Colorado
$173K +$39.4K +184 +31%
OC
2031
Oakworth Capital
Alabama
$171K – – –
KWAG
2032
Kiely Wealth Advisory Group
North Carolina
$165K – – –
AIM
2033
Anchor Investment Management
South Carolina
$164K +$10.1K +47 +7%
VI
2034
Vestcor Inc
New Brunswick, Canada
$163K – – –
AWM
2035
AllSquare Wealth Management
New York
$162K -$182K -850 -54%
DSC
2036
Duncker Streett & Co
Missouri
$160K +$42.8K +200 +38%
PCMC
2037
Planning Capital Management Corporation
Pennsylvania
$159K +$14.6K +68 +10%
HWM
2038
Horizons Wealth Management
North Carolina
$157K – – –
DFC
2039
DB Fitzpatrick & Co
Idaho
$156K -$214 -1 -0.1%
CNBTD
2040
Citizens National Bank Trust Department
Mississippi
$155K – – –
GIP
2041
Granite Investment Partners
California
$152K +$52.6K +246 +55%
PMAM
2042
Picton Mahoney Asset Management
Ontario, Canada
$152K -$116K -540 -44%
AFG
2043
Albion Financial Group
Utah
$147K – – –
AW
2044
Avion Wealth
Texas
$147K -$31.9K -149 -18%
DWS
2045
Dynamic Wealth Strategies
California
$144K -$5.99K -28 -4%
OC
2046
Oarsman Capital
Wisconsin
$144K +$139K +651 New
CSC
2047
Caldwell Sutter Capital
California
$140K +$214 +1 +0.2%
HIIFS
2048
Harel Insurance Investments & Financial Services
Israel
$140K +$65.1K +304 +92%
MIM
2049
MTM Investment Management
South Carolina
$138K – – –
WFA
2050
West Financial Advisors
Iowa
$138K +$111K +520 +495%
80 81
82
83 84