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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
MSFP
2651
Mark Sheptoff Financial Planning
Connecticut
$30K – – –
RAM
2652
Ramirez Asset Management
New York
$30K – – –
MFS
2653
Montgomery Financial Services
Maryland
$30K +$28.1K +100 New
BHWM
2654
Beaird Harris Wealth Management
Texas
$29.1K – – –
BH
2655
Burk Holdings
Oklahoma
$28.8K – – –
CFSG
2656
Community Financial Services Group
Vermont
$28.7K – – –
CCM
2657
Chilton Capital Management
Texas
$28.5K -$14.3K -51 -35%
CFS
2658
CGC Financial Services
Oregon
$27.6K -$42.7K -152 -62%
Q1WB
2659
Quest 10 Wealth Builders
Virginia
$27.3K -$10.4K -37 -29%
SG
2660
Sankala Group
Colorado
$27.1K – – –
RS
2661
Rakuten Securities
Japan
$25.5K -$72.8K -259 -75%
LHEI
2662
Leo H. Evart Inc
California
$25.2K – – –
RL
2663
Rogco LP
Oklahoma
$24.9K +$23.3K +83 New
IRAG
2664
Investment Research & Advisory Group
Georgia
$24.9K – – –
VWM
2665
Valley Wealth Managers
New Jersey
$24.8K +$23.3K +83 New
TAP
2666
Tounjian Advisory Partners
Florida
$23.7K +$22.2K +79 New
GI
2667
GS Investments
Minnesota
$22.5K – – –
SWP
2668
SIMA Wealth Partners
Virginia
$21.9K – – –
SA
2669
SRH Advisors
Kansas
$21K – – –
PMIM
2670
Prudent Man Investment Management
Colorado
$20.4K – – –
AFC
2671
Ares Financial Consulting
California
$19.3K +$18K +64 New
T
2672
Tidemark
California
$19.1K – – –
CA
2673
Centerpoint Advisors
Massachusetts
$19K +$562 +2 +3%
BDPWM
2674
Barnes Dennig Private Wealth Management
Ohio
$18.3K – – –
BAM
2675
Bellevue Asset Management
Washington
$18.1K – – –
105 106
107
108 109