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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
1426
Dynasty Wealth Management
Florida
$604K +$573K +2,873 New
DMC
1427
Drexel Morgan & Co
Pennsylvania
$603K – – –
DIA
1428
Dana Investment Advisors
Wisconsin
$603K -$274K -1,373 -32%
KWA
1429
Kellett Wealth Advisors
Ohio
$602K +$18.2K +91 +3%
FFO
1430
Fortitude Family Office
Arizona
$601K – – –
GCM
1431
Greenland Capital Management
New York
$599K -$128K -642 -18%
CAAS
1432
Capital Asset Advisory Services
Michigan
$597K +$34.9K +175 +6%
BW
1433
Bison Wealth
Georgia
$593K +$12K +60 +2%
PPW
1434
Parcion Private Wealth
Washington
$593K +$7.38K +37 +1%
TW
1435
TritonPoint Wealth
Maryland
$590K +$98.1K +492 +17%
IA
1436
Insight Advisors
Pennsylvania
$590K +$5.19K +26 +0.9%
GP
1437
Geneva Partners
Wisconsin
$587K -$76.6K -384 -12%
JFA
1438
JNBA Financial Advisors
Minnesota
$586K -$8.78K -44 -2%
SCA
1439
St. Clair Advisors
Ohio
$584K -$368K -1,844 -40%
LSPW
1440
Lake Street Private Wealth
Illinois
$584K +$110K +550 +25%
MGW
1441
MB Generational Wealth
Washington
$581K – – –
BCM
1442
Birmingham Capital Management
Alabama
$579K – – –
ML
1443
McAdam LLC
Pennsylvania
$579K +$8.38K +42 +2%
UFAC
1444
Urban Financial Advisory Corp
Illinois
$579K -$13.2K -66 -2%
SC
1445
SouthState Corp
Florida
$579K -$153K -765 -22%
UBV
1446
United Bank (Virginia)
Virginia
$576K – – –
RP
1447
Riverwater Partners
Wisconsin
$576K +$1.4K +7 +0.3%
FWM
1448
Forza Wealth Management
Florida
$575K – – –
SMA
1449
Sage Mountain Advisors
Georgia
$573K +$53.9K +270 +11%
SIMG
1450
Sonora Investment Management Group
Arizona
$572K +$119K +595 +28%
56 57
58
59 60