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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
CWMK
1101
Caliber Wealth Management (Kansas)
Kansas
$1.59M -$257K -1,045 -14%
SGCA
1102
Steel Grove Capital Advisors
Tennessee
$1.58M – – –
STFP
1103
Signal Tree Financial Partners
Ohio
$1.58M – – –
HW
1104
HORAN Wealth
Ohio
$1.58M +$4.18K +17 +0.3%
TFGT
1105
TS Financial Group (TSFG)
Illinois
$1.57M -$291K -1,184 -16%
RIS
1106
Richmond Investment Services
Wisconsin
$1.56M +$152K +617 +11%
KFG
1107
Kelly Financial Group
Connecticut
$1.56M -$65.4K -266 -4%
AWM
1108
Avior Wealth Management
Nebraska
$1.56M +$47.2K +192 +3%
WWA
1109
Wealth Watch Advisors
Colorado
$1.56M +$68.6K +279 +5%
AWM
1110
Angeles Wealth Management
California
$1.55M +$586K +2,382 +61%
JSW
1111
Journey Strategic Wealth
New Jersey
$1.55M +$1.31M +5,318 +551%
KFAS
1112
Keating Financial Advisory Services
Kansas
$1.55M +$1.54M +6,277 New
CFP
1113
Catalyst Financial Partners
Massachusetts
$1.54M +$171K +697 +12%
SW
1114
SlateStone Wealth
Florida
$1.54M +$24.8K +101 +2%
MG
1115
Mather Group
Illinois
$1.54M -$164K -668 -10%
AC
1116
Allstate Corporation
Illinois
$1.54M -$139K -564 -8%
AWA
1117
Adapt Wealth Advisors
Georgia
$1.54M -$17K -69 -1%
BFO
1118
Boston Family Office
Massachusetts
$1.53M +$8.11K +33 +0.5%
PS
1119
Planned Solutions
California
$1.53M +$4.18K +17 +0.3%
CA
1120
Cambridge Advisors
Nebraska
$1.53M – – –
DDPIC
1121
Deroy & Devereaux Private Investment Counsel
Michigan
$1.53M +$57K +232 +4%
SOW
1122
State of Wyoming
Wyoming
$1.53M +$221K +900 +17%
SIA
1123
Soltis Investment Advisors
Utah
$1.52M +$116K +471 +8%
CWS
1124
Confluence Wealth Services
Pennsylvania
$1.52M +$4.67K +19 +0.3%
LCM
1125
Lunt Capital Management
Utah
$1.51M – – –
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