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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
MSFS
1076
Main Street Financial Solutions
Pennsylvania
$740K +$21.4K +116 +3%
FCC
1077
Flower City Capital
New York
$740K +$181K +983 +29%
SHFP
1078
Second Half Financial Partners
Florida
$735K – – –
SWM
1079
Shelton Wealth Management
Texas
$734K -$28.8K -156 -3%
NWM
1080
Northwest Wealth Management
Iowa
$734K +$18.8K +102 +2%
ECM
1081
Elgethun Capital Management
South Dakota
$732K +$2.21K +12 +0.3%
CF
1082
Centaurus Financial
California
$729K -$9.4K -51 -1%
NSIM
1083
North Star Investment Management
Illinois
$729K +$5.53K +30 +0.7%
NGA
1084
Naples Global Advisors
Florida
$727K +$62.3K +338 +9%
ZB
1085
Zions Bancorporation
Utah
$726K -$762K -4,133 -49%
CIAS
1086
Capital Investment Advisory Services
North Carolina
$726K +$71.2K +386 +10%
LC
1087
LCNB Corp
Ohio
$725K – – –
LI
1088
Leeward Investments
Massachusetts
$723K +$787K +4,267 New
BDF
1089
Balasa Dinverno & Foltz
$717K +$206K +1,115 +36%
TPA
1090
Trivium Point Advisory
Connecticut
$714K -$1.52M -8,258 -67%
LFG
1091
Larson Financial Group
Missouri
$714K +$23.6K +128 +3%
SWM
1092
Sugarloaf Wealth Management
Georgia
$714K +$50.3K +273 +7%
IP
1093
Investment Partners
Ohio
$714K +$56.6K +307 +8%
PWW
1094
Pettyjohn Wood & White
Virginia
$712K +$355K +1,925 +84%
AWM
1095
AAF Wealth Management
Massachusetts
$711K -$24K -130 -3%
VWA
1096
V Wealth Advisors
Kansas
$711K -$236K -1,281 -23%
G
1097
GenTrust
Florida
$711K +$18.4K +100 +2%
DE
1098
Day & Ennis
Georgia
$709K -$225K -1,218 -23%
HCM
1099
HM Capital Management
Missouri
$709K – – –
BFA
1100
Brown Financial Advisory
Alabama
$706K -$37.8K -205 -5%
42 43
44
45 46