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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
CST
2101
Charles Schwab Trust
Nevada
$270K -$101K -393 -27%
PWM
2102
Peterson Wealth Management
Nevada
$270K +$516 +2 +0.2%
UCB
2103
United Community Bank
South Carolina
$269K – – –
CAM
2104
Concorde Asset Management
Michigan
$269K -$11.6K -45 -4%
FWA
2105
Flagship Wealth Advisors
Massachusetts
$269K -$43.3K -168 -12%
CWA
2106
Canvas Wealth Advisors
Kansas
$269K -$12.9K -50 -4%
KCM
2107
Kennicott Capital Management
California
$269K – – –
TWM
2108
Triton Wealth Management
Arizona
$268K -$2.58K -10 -0.9%
PFA
2109
Professional Financial Advisors
Nebraska
$267K +$20.4K +79 +8%
NF
2110
Nvest Financial
New Hampshire
$267K +$22.7K +88 +9%
MIM
2111
Macroview Investment Management
Maryland
$267K -$16.5K -64 -6%
SA
2112
Stolz & Associates
Washington
$266K -$20.6K -80 -8%
FI
2113
Finivi Inc
Massachusetts
$266K -$17K -66 -6%
SIM
2114
Strategic Investment Management
Virginia
$265K – – –
PFA
2115
Pathway Financial Advisors
Vermont
$265K – – –
FA
2116
Fountainhead AM
New Jersey
$264K -$982K -3,806 -49%
TWG
2117
The Wealth Group
Minnesota
$264K – – –
IFA
2118
Interactive Financial Advisors
Illinois
$264K -$15.7K -61 -5%
BFA
2119
Beaumont Financial Advisors
Massachusetts
$263K +$29.7K +115 +12%
VAMG
2120
Voisard Asset Management Group
Michigan
$263K -$25.8K -100 -9%
I
2121
INVST
Indiana
$263K +$1.29K +5 +0.5%
SBF
2122
Sara-Bay Financial
Florida
$262K +$11.3K +44 +4%
HWA
2123
Heritage Wealth Advisors
Virginia
$262K -$864K -3,350 -76%
BB
2124
Burford Brothers
Texas
$260K -$61.9K -240 -19%
CVA
2125
Central Valley Advisors
California
$260K -$12.4K -48 -4%
83 84
85
86 87