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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
CBT
2326
CoreFirst Bank & Trust
Kansas
$108K +$111K +488 New
TCM
2327
TD Capital Management
Tennessee
$107K – – –
MIM
2328
MTM Investment Management
South Carolina
$107K -$33.5K -147 -23%
MFA
2329
Morling Financial Advisors
California
$105K +$35.8K +157 +49%
SIS
2330
Sound Income Strategies
Florida
$104K +$56.3K +247 +110%
AG
2331
AmeriFlex Group
Nevada
$101K +$102K +447 New
LWA
2332
Lowe Wealth Advisors
Maryland
$101K +$98.3K +431 +1,724%
NECFA
2333
New England Capital Financial Advisors
Connecticut
$100K +$228 +1 +0.2%
CICI
2334
Capital Investment Counsel Inc
North Carolina
$98.5K +$38.8K +170 +62%
SWM
2335
Sanctuary Wealth Management
Idaho
$97.9K – – –
MIIM
2336
Mesirow Institutional Investment Management
Illinois
$97.9K +$101K +443 New
M
2337
MOTCO
Texas
$96.6K -$16.9K -74 -14%
OW
2338
Olistico Wealth
Oklahoma
$93.5K -$28.7K -126 -23%
WSC
2339
Wellington Shields & Co
New York
$93K +$51.3K +225 +115%
BG
2340
Bollard Group
Massachusetts
$93K – – –
NOI
2341
Newton One Investments
Delaware
$92.8K +$95.8K +420 New
AWM
2342
Abound Wealth Management
Tennessee
$90.9K -$5.02K -22 -5%
PA
2343
Pineridge Advisors
Missouri
$89.2K -$10.7K -47 -10%
WIM
2344
Westside Investment Management
California
$88.4K – – –
PP
2345
Pingora Partners
Wyoming
$88.4K -$22.8K -100 -20%
SC
2346
Skylands Capital
Wisconsin
$88.4K – – –
SAM
2347
Synergy Asset Management
Washington
$87.7K +$90.5K +397 New
CAL
2348
Capital Advisors Ltd
Ohio
$87K – – –
PWM
2349
Provident Wealth Management
Tennessee
$85.7K -$26.7K -117 -23%
HC
2350
Hurley Capital
New York
$85.3K +$86.6K +380 New
92 93
94
95 96