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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
PCFFS
2101
Pacific Center for Financial Services
California
$77.5K -$11.1K -52 -13%
BIC
2102
Beach Investment Counsel
Pennsylvania
$77K – – –
AF
2103
Arrow Financial
New York
$75.8K – – –
CIM
2104
Contravisory Investment Management
Massachusetts
$75K +$214 +1 +0.3%
W
2105
WealthCollab
Washington
$74.4K – – –
CAS
2106
Coppell Advisory Solutions
Texas
$74.3K -$13.5K -63 -16%
CLOS
2107
Compagnie Lombard Odier SCmA
Switzerland
$74K – – –
CFD
2108
Creative Financial Designs
Indiana
$73.9K +$3K +14 +4%
HB
2109
Horizon Bancorp
Indiana
$73K – – –
CTC
2110
Cetera Trust Company
Minnesota
$72.9K – – –
KPP
2111
Kings Path Partners
Texas
$72.9K – – –
HPIA
2112
Hamilton Point Investment Advisors
North Carolina
$71.3K – – –
GA
2113
GoalVest Advisory
New York
$70.9K – – –
MJRIC
2114
Mogy Joel R Investment Counsel
California
$70.7K – – –
MFA
2115
Morling Financial Advisors
California
$70.2K – – –
FFA
2116
Founders Financial Alliance
North Carolina
$69.9K +$20.1K +94 +42%
PWM
2117
Partnership Wealth Management
Maryland
$69.6K – – –
CIR
2118
Clear Investment Research
Georgia
$69.3K -$28K -131 -30%
SHIM
2119
Stone House Investment Management
Pennsylvania
$67.2K +$214 +1 +0.3%
BL
2120
Balentine LLC
Georgia
$66.9K – – –
KA
2121
Kozak & Associates
Colorado
$66.6K +$214 +1 +0.3%
CCMI
2122
Creative Capital Management Investments
California
$66.3K – – –
VWWMG
2123
Vermillion & White Wealth Management Group
Pennsylvania
$62.7K – – –
CICI
2124
Capital Investment Counsel Inc
North Carolina
$61K -$16K -75 -21%
HWM
2125
Hemington Wealth Management
Virginia
$60K +$59.3K +277 New
83 84
85
86 87