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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
SFG
1451
Sovereign Financial Group
Connecticut
$278K +$248K +1,418 New
GPA
1452
Guidance Point Advisors
Massachusetts
$277K +$175 +1 +0.1%
GCA
1453
Gradient Capital Advisors
California
$275K -$45.1K -258 -16%
SBL
1454
Sargent Bickham Lagudis
Colorado
$275K – – –
NAS
1455
Nicolet Advisory Services
Wisconsin
$275K +$246K +1,405 New
BB
1456
Berkshire Bank
Massachusetts
$274K -$17.5K -100 -7%
NCM
1457
Noesis Capital Mangement
Florida
$274K – – –
VFIC
1458
Valley Forge Investment Consultants
Pennsylvania
$274K +$245K +1,400 New
CFO
1459
CVA Family Office
Colorado
$272K +$175 +1 +0.1%
FA
1460
FC Advisory
Pennsylvania
$269K +$350 +2 +0.1%
RBFC
1461
Roman Butler Fullerton & Co
Missouri
$269K +$240K +1,371 New
MCM
1462
MV Capital Management
Maryland
$268K -$16.3K -93 -6%
NEPPG
1463
New England Professional Planning Group
Rhode Island
$266K +$9.97K +57 +4%
SAM
1464
Strategy Asset Managers
California
$266K +$237K +1,355 New
LC
1465
Lincoln Capital
Nebraska
$265K +$237K +1,352 New
AC
1466
Asio Capital
Kentucky
$263K – – –
ETS
1467
ESL Trust Services
New York
$263K – – –
RWP
1468
RWA Wealth Partners
Massachusetts
$261K +$233K +1,333 New
AAP
1469
Arax Advisory Partners
Colorado
$259K -$27.3K -156 -11%
CWP
1470
CFM Wealth Partners
Texas
$259K +$231K +1,319 New
RIS
1471
Retirement Income Solutions
Michigan
$259K +$232K +1,323 New
CIP
1472
Capital Insight Partners
Arizona
$258K +$231K +1,318 New
CBOR
1473
Community Bank of Raymore
Missouri
$257K -$17.5K -100 -7%
LWP
1474
Legacy Wealth Planning
Nevada
$257K +$229K +1,309 New
TP
1475
Tranquility Partners
Tennessee
$257K +$229K +1,309 New
57 58
59
60 61