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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
CBT
2176
CoreFirst Bank & Trust
Kansas
$105K +$98.2K +488 New
ADL
2177
Asset Dedication LLC
California
$105K -$2.01K -10 -2%
CWM
2178
Consultiva Wealth Management
Puerto Rico
$104K – – –
OC
2179
Oakworth Capital
Alabama
$100K -$44.7K -222 -32%
FUBT
2180
First United Bank & Trust
Maryland
$98.2K -$25.2K -125 -22%
AWM
2181
AllSquare Wealth Management
New York
$97.8K -$46.3K -230 -34%
LWA
2182
Lowe Wealth Advisors
Maryland
$96.8K – – –
HBW
2183
Hazlett, Burt & Watson
West Virginia
$96K – – –
M
2184
MOTCO
Texas
$95.9K – – –
CT
2185
Clearstead Trust
Maine
$94.7K +$18.1K +90 +26%
TCM
2186
TD Capital Management
Tennessee
$91.4K -$12.5K -62 -13%
OW
2187
Olistico Wealth
Oklahoma
$91.3K – – –
BG
2188
Bollard Group
Massachusetts
$91K +$201 +1 +0.2%
MIM
2189
MTM Investment Management
South Carolina
$88.3K – – –
GJIA
2190
Glass Jacobson Investment Advisors
Maryland
$87.2K -$91.6K -455 -53%
WIM
2191
Westside Investment Management
California
$86.3K – – –
SC
2192
Skylands Capital
Wisconsin
$86.3K – – –
CSPIA
2193
Cary Street Partners Investment Advisory
Virginia
$83.9K +$2.42K +12 +3%
HC
2194
Hurley Capital
New York
$82K – – –
FFA
2195
Founders Financial Alliance
North Carolina
$81.4K -$5.43K -27 -7%
JEST
2196
JTC Employer Solutions Trustee
Jersey
$81K – – –
BI
2197
Binnacle Investments
Iowa
$80.9K – – –
CIA
2198
Cape Investment Advisory
Georgia
$80.1K +$14.1K +70 +23%
WSC
2199
Wellington Shields & Co
New York
$80.1K +$74.7K +371 New
EWM
2200
EPG Wealth Management
Georgia
$77.7K -$231K -1,147 -76%
86 87
88
89 90