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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
LA
1601
Lynch & Associates
Indiana
$784K – – –
LW
1602
Linscomb Wealth
Texas
$784K -$23.3K -83 -3%
EFG
1603
Everhart Financial Group
Ohio
$783K +$7.03K +25 +1%
CCP
1604
Clarkston Capital Partners
Michigan
$781K – – –
CMA
1605
Cedar Mountain Advisors
Oregon
$781K -$410K -1,460 -36%
MCM
1606
M1 Capital Management
Michigan
$779K +$14.6K +52 +2%
AFP
1607
Advus Financial Partners
Florida
$779K -$84K -299 -10%
MCM
1608
Mengis Capital Management
Oregon
$779K – – –
GPA
1609
Guidance Point Advisors
Massachusetts
$775K -$281 -1 -0%
SWMG
1610
Sard Wealth Management Group
Georgia
$774K +$1.41K +5 +0.2%
SAW
1611
Signal Advisors Wealth
Michigan
$773K +$25.6K +91 +4%
OFS
1612
OneAscent Financial Services
Alabama
$773K -$44.7K -159 -6%
RRA
1613
Red Reef Advisors
Florida
$773K -$119K -425 -14%
EPW
1614
Endeavor Private Wealth
Kansas
$771K -$56.5K -201 -7%
FMN
1615
Financial Management Network
California
$770K -$5.34K -19 -0.7%
MFP
1616
Meramec Financial Planners
Missouri
$768K +$34K +121 +5%
SSW
1617
Smith Shellnut Wilson
Mississippi
$766K – – –
APFP
1618
Action Point Financial Planning
Michigan
$762K +$714K +2,542 New
TC
1619
Trilogy Capital
California
$762K -$175K -624 -20%
SMA
1620
Sage Mountain Advisors
Georgia
$761K -$329K -1,171 -32%
FFS
1621
Founders Financial Securities
Maryland
$760K +$43.8K +156 +7%
I2I
1622
Insight 2811 Inc
Illinois
$758K -$21.9K -78 -3%
IC
1623
Inscription Capital
Texas
$757K +$708K +2,520 New
BIM
1624
Baldwin Investment Management
Pennsylvania
$757K +$281 +1 +0%
CLIP
1625
Colter Lewis Investment Partners
Connecticut
$754K +$705K +2,509 New
63 64
65
66 67