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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
FH
2026
Financial Harvest
Florida
$325K – – –
ACM
2027
Allred Capital Management
Texas
$323K – – –
ATC
2028
Adirondack Trust Company
New York
$323K -$8.61K -35 -3%
CFG
2029
Carter Financial Group
Illinois
$323K -$246 -1 -0.1%
GSAM
2030
Grant Street Asset Management
Pennsylvania
$323K -$48.9K -199 -13%
CBOR
2031
Community Bank of Raymore
Missouri
$322K – – –
WI
2032
Wedgewood Investors
Pennsylvania
$322K -$3.93K -16 -1%
RSA
2033
River Street Advisors
Illinois
$321K – – –
VMMC
2034
V.M. Manning & Co
South Carolina
$320K -$76.2K -310 -19%
DPW
2035
DiNuzzo Private Wealth
Pennsylvania
$320K – – –
MM
2036
Meridian Management
Arkansas
$320K – – –
NPAN
2037
Northeast Planning Associates NH
New Hampshire
$319K +$41.8K +170 +15%
CLIP
2038
Colter Lewis Investment Partners
Connecticut
$319K +$318K +1,294 New
PCM
2039
Park Capital Management
Wisconsin
$319K – – –
KPWG
2040
KFA Private Wealth Group
Virginia
$318K +$1.72K +7 +0.5%
BB
2041
Burford Brothers
Texas
$317K -$2.95K -12 -0.9%
OPF
2042
Old Peak Finance
North Carolina
$317K +$316K +1,287 New
AIA
2043
Acute Investment Advisory
Arizona
$315K -$66.4K -270 -17%
MFG
2044
Monte Financial Group
Connecticut
$315K +$20.2K +82 +7%
KMWM
2045
Keudell/Morrison Wealth Management
Oregon
$313K +$313K +1,272 New
FFG
2046
Frisch Financial Group
New York
$313K +$738 +3 +0.2%
FSCM
2047
Front Street Capital Management
Montana
$313K – – –
MAWCM
2048
Mine & Arao Wealth Creation & Management
California
$313K +$738 +3 +0.2%
TLFA
2049
True Link Financial Advisors
California
$312K +$311K +1,267 New
ACP
2050
Aviance Capital Partners
Florida
$311K – – –
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82
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