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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
WFA
2501
West Financial Advisors
Iowa
$150K – – –
CF
2502
Collier Financial
Colorado
$146K -$13.5K -48 -9%
MAFA
2503
MJT & Associates Financial Advisory
Minnesota
$146K -$2.25K -8 -2%
CWM
2504
Consultiva Wealth Management
Puerto Rico
$145K – – –
MFA
2505
Morling Financial Advisors
California
$143K – – –
CI
2506
Cordant Inc
Oregon
$143K +$105K +375 +375%
RF
2507
Roxbury Financial
New Jersey
$142K -$7.03K -25 -5%
FCAS
2508
First Command Advisory Services
Texas
$141K – – –
AW
2509
Avion Wealth
Texas
$141K – – –
SA
2510
Seneschal Advisors
Washington
$139K – – –
RCM
2511
Raleigh Capital Management
North Carolina
$139K +$281 +1 +0.2%
VERPA
2512
Virginia Estate & Retirement Planning Advisors
Virginia
$139K +$67.4K +240 +142%
FDW
2513
Fourth Dimension Wealth
Ohio
$138K -$3.65K -13 -3%
PAG
2514
Paladin Advisory Group
Iowa
$136K -$16.3K -58 -11%
WSC
2515
Wellington Shields & Co
New York
$131K +$28.1K +100 +30%
OW
2516
Olistico Wealth
Oklahoma
$127K – – –
BG
2517
Bollard Group
Massachusetts
$127K – – –
TSMHT
2518
Thurston Springer Miller Herd & Titak
Indiana
$125K +$11.2K +40 +11%
SSA
2519
Schonfeld Strategic Advisors
New York
$125K +$117K +416 New
AA
2520
Addison Advisors
Vermont
$124K -$27.8K -99 -19%
MIM
2521
MTM Investment Management
South Carolina
$123K – – –
AWM
2522
Abound Wealth Management
Tennessee
$122K +$32.3K +115 +39%
HFM
2523
Hartford Financial Management
Connecticut
$121K +$40.5K +144 +56%
TCM
2524
TD Capital Management
Tennessee
$121K – – –
WIM
2525
Westside Investment Management
California
$120K – – –
99 100
101
102 103