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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
FCA
2026
FLC Capital Advisors
California
$301K +$4.1K +18 +1%
BST
2027
Bath Savings Trust
Maine
$299K +$15.7K +69 +5%
CWM
2028
CCG Wealth Management
California
$299K -$831K -3,644 -73%
RPCA
2029
Running Point Capital Advisors
California
$299K +$228 +1 +0.1%
SI
2030
Seeds Investor
New York
$299K +$93.3K +409 +43%
PVAMC
2031
PPS&V Asset Management Consultants
Michigan
$298K – – –
ARMT
2032
Amica Retiree Medical Trust
Rhode Island
$298K -$296K -1,300 -49%
IFA
2033
Interactive Financial Advisors
Illinois
$298K -$684 -3 -0.2%
PCM
2034
Penn Capital Management
Pennsylvania
$297K -$799K -3,504 -72%
GSB
2035
Greenfield Savings Bank
Massachusetts
$295K – – –
WAL
2036
W Advisors LLC
Tennessee
$295K +$25.5K +112 +9%
BCM
2037
Buckhead Capital Management
Georgia
$295K – – –
BWM
2038
BCGM Wealth Management
Indiana
$294K +$456 +2 +0.2%
RS
2039
Rakuten Securities
Japan
$294K -$36.9K -162 -11%
WWM
2040
Wolff Wiese Magana
California
$294K -$2.05K -9 -0.7%
UAS
2041
United Asset Strategies
New York
$294K +$303K +1,329 New
CAM
2042
Clark Asset Management
New Hampshire
$293K +$23.9K +105 +9%
SAM
2043
SP Asset Management
California
$293K +$912 +4 +0.3%
WI
2044
Wedgewood Investors
Pennsylvania
$293K – – –
NI
2045
NCP Inc
California
$292K +$228 +1 +0.1%
JWS
2046
Juncture Wealth Strategies
Arizona
$291K +$300K +1,316 New
ACM
2047
Allred Capital Management
Texas
$290K – – –
WC
2048
Wolfstich Capital
Massachusetts
$290K +$299K +1,313 New
KCM
2049
Kennicott Capital Management
California
$290K – – –
CBOR
2050
Community Bank of Raymore
Missouri
$289K – – –
80 81
82
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