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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
FHC
1526
First Heartland Consultants
Missouri
$279K +$25.1K +136 +9%
RA
1527
Rise Advisors
New York
$278K +$5.53K +30 +2%
KBFS
1528
Kohmann Bosshard Financial Services
Ohio
$276K -$7K -38 -2%
T
1529
TCWP
Ohio
$275K +$150K +815 +100%
SGCA
1530
Steel Grove Capital Advisors
Tennessee
$274K -$445K -2,413 -60%
BC
1531
Burleson & Co
California
$273K +$7K +38 +2%
DWM
1532
Darwin Wealth Management
Florida
$272K -$31.5K -171 -11%
PFP
1533
Paragon Financial Partners
California
$272K – – –
EWG
1534
Executive Wealth Group
Washington
$271K +$922 +5 +0.3%
AWM
1535
Aprio Wealth Management
Georgia
$271K -$24.7K -134 -8%
CA
1536
Cullinan Associates
Kentucky
$271K -$11.1K -60 -4%
AC
1537
Apella Capital
Connecticut
$271K +$11.4K +62 +4%
OWM
1538
Orgel Wealth Management
Wisconsin
$271K +$25.1K +136 +9%
GD
1539
Grandfield & Dodd
New York
$270K – – –
TWA
1540
TCI Wealth Advisors
Arizona
$270K +$12.9K +70 +5%
RWM
1541
Rockwood Wealth Management
Pennsylvania
$269K -$147K -795 -33%
BA
1542
Baugh & Associates
Georgia
$267K – – –
MG
1543
McCutchen Group
Washington
$266K -$17.5K -95 -6%
IPW
1544
Intergy Private Wealth
Colorado
$266K – – –
NIM
1545
Nicollet Investment Management
Minnesota
$266K – – –
NF
1546
NTB Financial
Colorado
$266K +$553 +3 +0.2%
RIM
1547
Rockbridge Investment Management
New York
$266K -$371K -2,011 -56%
RWM
1548
Reston Wealth Management
Virginia
$264K +$288K +1,560 New
KL
1549
KilterHowling LLC
Colorado
$264K +$922 +5 +0.3%
GAM
1550
Gemmer Asset Management
California
$263K -$16K -87 -5%
60 61
62
63 64