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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
S
1301
SignatureFD
Georgia
$964K +$688 +3 +0.1%
OGF
1302
Orin Green Financial
California
$957K +$18.1K +79 +2%
NWM
1303
Northwest Wealth Management
Iowa
$956K – – –
SMA
1304
Sage Mountain Advisors
Georgia
$953K -$5.74K -25 -0.6%
AWM
1305
Angeles Wealth Management
California
$949K -$31.7K -138 -3%
SCM
1306
Saxony Capital Management
Missouri
$948K -$256K -1,115 -22%
IA
1307
Inspire Advisors
Idaho
$947K -$126K -548 -12%
PCH
1308
PGIM Custom Harvest
New Jersey
$946K +$1.84K +8 +0.2%
MCM
1309
MidAtlantic Capital Management
Virginia
$944K – – –
PAS
1310
Parsonex Advisory Services
Colorado
$942K +$893K +3,893 New
WDG
1311
Wealth Dimensions Group
Ohio
$940K -$128K -559 -13%
SHF
1312
Stage Harbor Financial
Massachusetts
$938K +$95.2K +415 +12%
NFP
1313
Narus Financial Partners
Utah
$938K +$2.29K +10 +0.3%
RFWA
1314
RPg Family Wealth Advisory
Massachusetts
$938K +$889K +3,875 New
FA
1315
Fiduciary Alliance
South Carolina
$935K +$54.6K +238 +7%
NEPPG
1316
New England Professional Planning Group
Rhode Island
$934K -$7.57K -33 -0.8%
PHAM
1317
Palisades Hudson Asset Management
Florida
$934K +$229 +1 +0%
GI
1318
GAMMA Investing
California
$931K +$30.3K +132 +4%
EP
1319
Edgestream Partners
New Jersey
$927K +$271K +1,179 +44%
CCM
1320
Cullen Capital Management
New York
$927K +$879K +3,830 New
FHA
1321
Flagship Harbor Advisors
Massachusetts
$925K +$110K +481 +14%
BLC
1322
Brown, Lisle/Cummings
Rhode Island
$918K -$5.74K -25 -0.7%
AFA
1323
American Financial Advisors
Georgia
$915K -$15.1K -66 -2%
VCP
1324
Vista Capital Partners
Oregon
$914K – – –
TAM
1325
Townsend Asset Management
North Carolina
$914K -$56.7K -247 -6%
51 52
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