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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
SL
1226
Sentry LLC
Tennessee
$777K +$202 +1 +0%
CHA
1227
Cooper/Haims Advisors
New York
$776K +$202 +1 +0%
TF
1228
Trek Financial
Arizona
$775K -$24.7K -122 -3%
WCM
1229
Windsor Capital Management
Arizona
$775K -$41K -203 -5%
RW
1230
Rockport Wealth
Ohio
$775K +$42K +208 +6%
FF
1231
Francis Financial
$773K -$29.5K -146 -4%
MAM
1232
MMA Asset Management
Pennsylvania
$771K +$25.1K +124 +3%
WA
1233
Wealth Alliance
New York
$771K -$32.5K -161 -4%
FA
1234
FDx Advisors
Illinois
$769K -$9.7K -48 -1%
EM
1235
Excalibur Management
Massachusetts
$769K +$425K +2,103 +125%
MCM
1236
MidAtlantic Capital Management
Virginia
$767K – – –
OGF
1237
Orin Green Financial
California
$767K +$764K +3,781 New
LW
1238
Libra Wealth
California
$766K – – –
DAS
1239
Diversify Advisory Services
Utah
$763K -$24M -118,910 -97%
NFG
1240
Nations Financial Group
Iowa
$758K -$146K -721 -16%
AF
1241
Alerus Financial
North Dakota
$757K -$5.86K -29 -0.8%
WSCM
1242
Wellington Shields Capital Management
New York
$753K – – –
MWM
1243
Modern Wealth Management
Kansas
$747K -$390K -1,932 -34%
FWI
1244
Facet Wealth Inc
Maryland
$747K +$145K +716 +27%
VF
1245
Vawter Financial
Ohio
$746K +$60.6K +300 +9%
WA
1246
Wealth Architects
California
$741K -$3.64K -18 -0.5%
PCA
1247
Prosperity Capital Advisors
Ohio
$741K +$15K +74 +2%
LW
1248
Linscomb Wealth
Texas
$738K -$16.4K -81 -2%
MKC
1249
M. Kraus & Co
Vermont
$735K +$25.3K +125 +4%
WAM
1250
Worth Asset Management
Texas
$735K +$732K +3,623 New
48 49
50
51 52