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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
CFFP
1076
Center for Financial Planning
Michigan
$903K +$26.9K +123 +3%
WPW
1077
Waldron Private Wealth
Pennsylvania
$894K -$166K -759 -16%
BMWM
1078
Brown Miller Wealth Management
Virginia
$888K +$143K +654 +19%
CT
1079
Caldwell Trust
Florida
$887K +$37.1K +170 +4%
NWM
1080
Northwest Wealth Management
Iowa
$886K +$3.49K +16 +0.4%
RPGK
1081
Retirement Planning Group (Kansas)
Kansas
$886K +$17K +78 +2%
PMG
1082
Private Management Group
California
$885K – – –
MIM
1083
Montgomery Investment Management
Maryland
$884K – – –
MFG
1084
Magnus Financial Group
New York
$883K -$3.12M -14,300 -78%
PCG
1085
Private Capital Group
Connecticut
$882K -$824K -3,773 -49%
G
1086
GenTrust
Florida
$882K +$908K +4,159 New
APW
1087
Acima Private Wealth
Virginia
$881K – – –
SAM
1088
Secure Asset Management
Michigan
$873K +$364K +1,666 +73%
HPWM
1089
Highland Private Wealth Management
Washington
$872K -$125K -574 -13%
DCM
1090
Donaldson Capital Management
Indiana
$871K +$25.5K +117 +3%
MWM
1091
Minot Wealth Management
Massachusetts
$871K +$112K +515 +15%
BIA
1092
Bigelow Investment Advisors
Maine
$868K -$38.2K -175 -4%
SWM
1093
Segment Wealth Management
Texas
$866K +$91.5K +419 +12%
WCM
1094
Wealthcare Capital Management
Virginia
$865K -$13.3K -61 -2%
BWA
1095
Bordeaux Wealth Advisors
California
$864K -$195K -895 -19%
BMCM
1096
Bryn Mawr Capital Management
Pennsylvania
$864K +$32.8K +150 +4%
AWM
1097
Avitas Wealth Management
California
$864K +$137K +626 +19%
MSFS
1098
Main Street Financial Solutions
Pennsylvania
$861K +$27.5K +126 +3%
BFC
1099
Bedel Financial Consulting
Indiana
$860K +$15.3K +70 +2%
9WM
1100
9258 Wealth Management
Ohio
$860K +$60.7K +278 +8%
42 43
44
45 46