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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
HKIM
2051
Hayek Kallen Investment Management
Alabama
$288K – – –
NDSI
2052
Newman Dignan & Sheerar Inc
Rhode Island
$288K – – –
GL
2053
Gerber LLC
Ohio
$287K – – –
DPW
2054
DiNuzzo Private Wealth
Pennsylvania
$287K – – –
BWP
2055
Bernardo Wealth Planning
Pennsylvania
$287K +$302K +1,325 New
GAA
2056
Global Assets Advisory
Florida
$287K +$296K +1,298 New
CWS
2057
Cypress Wealth Services
California
$286K +$20.7K +91 +8%
JWM
2058
JGP Wealth Management
Oregon
$286K – – –
GSAM
2059
Grant Street Asset Management
Pennsylvania
$286K – – –
OBWG
2060
Onyx Bridge Wealth Group
New York
$286K +$22.8K +100 +8%
FFO
2061
Fiduciary Family Office
Florida
$285K +$295K +1,292 New
NHFG
2062
New Harbor Financial Group
Massachusetts
$285K +$295K +1,292 New
CST
2063
Charles Schwab Trust
Nevada
$282K -$3.42K -15 -1%
CLOS
2064
Compagnie Lombard Odier SCmA
Switzerland
$281K +$213K +936 +279%
CIG
2065
Cascade Investment Group
Colorado
$281K +$66.1K +290 +30%
SCM
2066
Sage Capital Management
New Jersey
$279K -$4.56K -20 -2%
ZIG
2067
Zuckerman Investment Group
Illinois
$279K – – –
HNWA
2068
Henrickson Nauta Wealth Advisors
Michigan
$278K +$46.5K +204 +19%
FFG
2069
Frisch Financial Group
New York
$278K -$32.1K -141 -10%
KW
2070
KWB Wealth
California
$278K – – –
HCA
2071
Horan Capital Advisors
Ohio
$278K – – –
AWP
2072
Axis Wealth Partners
Rhode Island
$278K +$287K +1,257 New
MMPW
2073
Mitchell McLeod Pugh & Williams
Alabama
$277K +$2.51K +11 +0.9%
TWM
2074
Tanager Wealth Management
United Kingdom
$277K +$286K +1,254 New
LC
2075
Lincoln Capital
Nebraska
$275K – – –
81 82
83
84 85