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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
LTL
1351
Lowery Thomas LLC
California
$984K -$243K -988 -20%
PMFA
1352
Plante Moran Financial Advisors
Michigan
$983K +$364K +1,479 +59%
FPW
1353
Flagship Private Wealth
Massachusetts
$980K -$19.7K -80 -2%
SS
1354
SBI Securities
Japan
$979K -$75K -305 -7%
GFP
1355
Guardian Financial Partners
California
$977K +$160K +652 +20%
PAS
1356
Parsonex Advisory Services
Colorado
$977K +$18.7K +76 +2%
FA
1357
FDx Advisors
Illinois
$977K -$2.46K -10 -0.3%
OBWA
1358
Oak Barrel Wealth Advisory
Virginia
$975K +$974K +3,961 New
IIC
1359
Integrated Investment Consultants
Michigan
$974K -$121K -493 -11%
PWM
1360
Power Wealth Management
Georgia
$972K -$80.4K -327 -8%
BFS
1361
BridgePort Financial Solutions
Iowa
$971K -$33.9K -138 -3%
AIM
1362
Arcadia Investment Management
Michigan
$970K -$369K -1,500 -28%
S
1363
SignatureFD
Georgia
$968K -$11.8K -48 -1%
PCH
1364
PGIM Custom Harvest
New Jersey
$968K +$5.9K +24 +0.6%
VCP
1365
Vista Capital Partners
Oregon
$967K +$37.6K +153 +4%
TWP
1366
Tyche Wealth Partners
Texas
$963K -$180K -733 -16%
MCM
1367
MidAtlantic Capital Management
Virginia
$960K – – –
FCB
1368
First County Bank
Connecticut
$960K +$54.1K +220 +6%
SMA
1369
Sage Mountain Advisors
Georgia
$958K -$11.3K -46 -1%
TC
1370
Trilogy Capital
California
$958K -$122K -495 -11%
SHF
1371
Stage Harbor Financial
Massachusetts
$957K +$2.7K +11 +0.3%
PCM
1372
Presidio Capital Management
California
$956K +$146K +593 +18%
NFP
1373
Narus Financial Partners
Utah
$955K – – –
EFA
1374
Edge Financial Advisors
Illinois
$954K -$30.7K -125 -3%
PHAM
1375
Palisades Hudson Asset Management
Florida
$951K +$246 +1 +0%
53 54
55
56 57