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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
NWM
1101
Northwest Wealth Management
Iowa
$869K +$51.8K +254 +6%
PCMU
1102
Paragon Capital Management (Utah)
Utah
$868K -$5.1M -25,011 -86%
CT
1103
Caldwell Trust
Florida
$865K -$29.2K -143 -3%
AMC
1104
Asset Management Corp
Illinois
$865K -$105K -515 -11%
DWP
1105
Destiny Wealth Partners
Florida
$863K – – –
DLCIG
1106
D.L. Carlson Investment Group
New Hampshire
$859K -$87.3K -428 -9%
HCM
1107
HM Capital Management
Missouri
$859K – – –
KWM
1108
Kaydan Wealth Management
Michigan
$855K +$84K +412 +11%
ALWM
1109
Andrews Lucia Wealth Management
California
$855K – – –
GFS
1110
GYL Financial Synergies
Connecticut
$851K -$24.1K -118 -3%
KPCM
1111
Kings Point Capital Management
New York
$849K -$47.1K -231 -5%
PCM
1112
Penn Capital Management
Pennsylvania
$848K -$1.75M -8,600 -68%
BWCS
1113
Beirne Wealth Consulting Services
Connecticut
$847K -$32.2K -158 -4%
NFSG
1114
Newbridge Financial Services Group
Florida
$844K -$185K -907 -18%
SWM
1115
SigFig Wealth Management
California
$844K +$27.9K +137 +3%
G
1116
GenTrust
Florida
$842K -$12K -59 -1%
SBIA
1117
Sheaff Brock Investment Advisors
Indiana
$841K +$65.5K +321 +9%
LFG
1118
Larson Financial Group
Missouri
$839K -$14.5K -71 -2%
CCM
1119
Copeland Capital Management
Pennsylvania
$837K -$8.07M -39,538 -91%
V
1120
VeraBank
Texas
$830K -$106K -520 -11%
ZCA
1121
Zeke Capital Advisors
Pennsylvania
$828K +$28.2K +138 +4%
SGCA
1122
Steel Grove Capital Advisors
Tennessee
$827K – – –
LWCFA
1123
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$823K -$542K -2,658 -40%
MIM
1124
Montgomery Investment Management
Maryland
$821K – – –
BMCM
1125
Bryn Mawr Capital Management
Pennsylvania
$818K -$10.4K -51 -1%
43 44
45
46 47