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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
1601
Mengis Capital Management
Oregon
$779K – – –
GPA
1602
Guidance Point Advisors
Massachusetts
$775K -$281 -1 -0%
SWMG
1603
Sard Wealth Management Group
Georgia
$774K +$1.41K +5 +0.2%
SAW
1604
Signal Advisors Wealth
Michigan
$773K +$25.6K +91 +4%
OFS
1605
OneAscent Financial Services
Alabama
$773K -$44.7K -159 -6%
RRA
1606
Red Reef Advisors
Florida
$773K -$119K -425 -14%
EPW
1607
Endeavor Private Wealth
Kansas
$771K -$56.5K -201 -7%
FMN
1608
Financial Management Network
California
$770K -$5.34K -19 -0.7%
MFP
1609
Meramec Financial Planners
Missouri
$768K +$34K +121 +5%
SSW
1610
Smith Shellnut Wilson
Mississippi
$766K – – –
APFP
1611
Action Point Financial Planning
Michigan
$762K +$714K +2,542 New
TC
1612
Trilogy Capital
California
$762K -$175K -624 -20%
SMA
1613
Sage Mountain Advisors
Georgia
$761K -$329K -1,171 -32%
FFS
1614
Founders Financial Securities
Maryland
$760K +$43.8K +156 +7%
I2I
1615
Insight 2811 Inc
Illinois
$758K -$21.9K -78 -3%
IC
1616
Inscription Capital
Texas
$757K +$708K +2,520 New
BIM
1617
Baldwin Investment Management
Pennsylvania
$757K +$281 +1 +0%
CLIP
1618
Colter Lewis Investment Partners
Connecticut
$754K +$705K +2,509 New
SVWG
1619
Shared Vision Wealth Group
United States
$753K – – –
PP
1620
Postrock Partners
Oregon
$753K – – –
RMAM
1621
Raab & Moskowitz Asset Management
New Jersey
$752K +$12.4K +44 +2%
DC
1622
Defender Capital
North Carolina
$751K +$703K +2,500 New
FCCM
1623
First City Capital Management
Georgia
$750K -$28.1K -100 -4%
GPA
1624
Garrison Point Advisors
California
$750K – – –
FPB
1625
First PREMIER Bank
South Dakota
$748K – – –
63 64
65
66 67