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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
PWP
1101
Perfromance Wealth Partners
Illinois
$1.04M +$1.06M +4,679 New
BA
1102
Bluesphere Advisors
Pennsylvania
$1.04M +$1.36K +6 +0.1%
WTB
1103
Washington Trust Bank
Washington
$1.04M – – –
CPA
1104
Clear Perspective Advisors
Illinois
$1.04M +$66.4K +294 +7%
CPA
1105
Cardiff Park Advisors
California
$1.03M +$1.05M +4,642 New
HGERS
1106
Householder Group Estate & Retirement Specialist
Arizona
$1.03M +$1.05M +4,644 New
GJIC
1107
Gamble Jones Investment Counsel
California
$1.03M – – –
WPP
1108
Whalerock Point Partners
Rhode Island
$1.03M +$16K +71 +2%
BFA
1109
Brown Financial Advisory
Alabama
$1.03M – – –
DLCIG
1110
D.L. Carlson Investment Group
New Hampshire
$1.03M +$51.5K +228 +5%
AAM
1111
Ameraudi Asset Management
New York
$1.02M +$189K +835 +22%
DDPIC
1112
Deroy & Devereaux Private Investment Counsel
Michigan
$1.02M +$530K +2,345 +104%
EE
1113
EWG Elevate
California
$1.02M -$4.43M -19,617 -81%
HA
1114
HFG Advisors
Ohio
$1.02M +$1.04M +4,595 New
AFO
1115
Allie Family Office
Florida
$1.02M +$1.04M +4,596 New
WCM
1116
Windsor Capital Management
Arizona
$1.02M -$2.03K -9 -0.2%
V
1117
VeraBank
Texas
$1.01M +$281K +1,245 +38%
BWA
1118
Bordeaux Wealth Advisors
California
$1.01M +$200K +887 +24%
WC
1119
Wexford Capital
Florida
$1M +$1.02M +4,518 New
CHA
1120
Carmichael Hill & Associates
Maryland
$1M +$858K +3,798 +531%
SS
1121
Sunbelt Securities
Texas
$1M -$76.4K -338 -6%
BHWM
1122
Beaird Harris Wealth Management
Texas
$1M +$1.02M +4,510 New
EWA
1123
Exencial Wealth Advisors
Oklahoma
$1M +$1.02M +4,500 New
MWM
1124
Mattern Wealth Management
Kansas
$997K -$564K -2,496 -36%
CFG
1125
Cooper Financial Group
California
$994K -$52.2K -231 -5%
43 44
45
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