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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
X
1301
Xponance
Pennsylvania
$518K +$38.6K +217 +8%
ZCA
1302
Zeke Capital Advisors
Pennsylvania
$517K – – –
EW
1303
Enzi Wealth
Texas
$517K -$32K -180 -6%
TC
1304
TAGStone Capital
North Carolina
$515K +$4.98K +28 +1%
CCP
1305
Clarkston Capital Partners
Michigan
$514K – – –
TC
1306
Trilogy Capital
California
$514K +$152K +852 +41%
RC
1307
Rovin Capital
Arizona
$511K +$521K +2,928 New
CWS
1308
Confluence Wealth Services
Pennsylvania
$510K +$72.7K +409 +16%
GWS
1309
Glassman Wealth Services
Virginia
$510K +$356 +2 +0.1%
NG
1310
NWK Group
California
$506K -$31.1K -175 -6%
ARG
1311
Advisory Resource Group
Oklahoma
$505K +$23.8K +134 +5%
TGAM
1312
TBH Global Asset Management
Tennessee
$505K +$515K +2,897 New
JJBC
1313
James J. Burns & Company
New York
$505K +$2.13K +12 +0.4%
SFS
1314
Strategic Financial Services
New York
$505K +$62.1K +349 +14%
V
1315
ViaWealth
Kansas
$504K +$504K +2,832 New
IIC
1316
Integrated Investment Consultants
Michigan
$501K +$97.5K +548 +24%
FPCG
1317
Forum Private Client Group
Indiana
$500K +$10.5K +59 +2%
CWA
1318
CM Wealth Advisors
Ohio
$498K – – –
EK
1319
Evensky & Katz
Florida
$496K -$71.5K -402 -12%
KIA
1320
KCM Investment Advisors
California
$495K -$11.6K -65 -2%
SP
1321
Successful Portfolios
Florida
$491K +$129K +726 +35%
CAAS
1322
Capital Asset Advisory Services
Michigan
$489K -$49.4K -278 -9%
CWP
1323
Cyndeo Wealth Partners
Florida
$489K +$499K +2,805 New
SB
1324
Strategic Blueprint
Georgia
$486K -$634K -3,567 -56%
SCA
1325
Stillwater Capital Advisors
Pennsylvania
$484K +$89.5K +503 +22%
51 52
53
54 55