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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
RCM
2226
Requisite Capital Management
Texas
$294K – – –
RMC
2227
Ring Mountain Capital
California
$293K -$5.06K -18 -2%
CCA
2228
Cora Capital Advisors
New Jersey
$293K – – –
JPWM
2229
Jamison Private Wealth Management
Georgia
$293K – – –
SIC
2230
SJS Investment Consulting
Ohio
$291K -$12.6K -45 -4%
CD
2231
Chapin Davis
Maryland
$291K -$72.2K -257 -21%
CIM
2232
CIM Investment Management
Pennsylvania
$291K +$31.5K +112 +13%
SFP
2233
SwitchPoint Financial Planning
Utah
$290K – – –
HTIM
2234
Harbour Trust & Investment Management
Indiana
$289K +$5.34K +19 +2%
FI
2235
Finivi Inc
Massachusetts
$289K -$30.3K -108 -10%
CPA
2236
Compass Planning Associates
Massachusetts
$289K +$9.27K +33 +4%
FPW
2237
Flywheel Private Wealth
California
$289K -$14.9K -53 -5%
TGIA
2238
Torrey Growth & Income Advisors
California
$288K +$281 +1 +0.1%
MSA
2239
Marathon Strategic Advisors
Pennsylvania
$288K -$843 -3 -0.3%
AT
2240
Avalon Trust
New Mexico
$287K – – –
AMPWP
2241
Alvarez & Marsal Private Wealth Partners
Florida
$286K +$268K +953 New
DBFM
2242
Dickmeyer Boyce Financial Management
Indiana
$286K +$13.5K +48 +5%
CCP
2243
Cushing Capital Partners
Wisconsin
$285K – – –
LCM
2244
LVM Capital Management
Michigan
$285K – – –
PA
2245
Persium Advisors
Georgia
$285K – – –
GWMIA
2246
Global Wealth Management Investment Advisory
Florida
$284K -$5.62K -20 -2%
M
2247
MYeCFO
California
$284K – – –
CFO
2248
CVA Family Office
Colorado
$282K +$843 +3 +0.3%
MM
2249
Main Management
California
$282K +$5.06K +18 +2%
CVA
2250
Central Valley Advisors
California
$282K -$31.2K -111 -11%
88 89
90
91 92