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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
BL
1651
Balentine LLC
Georgia
$384K +$84K +421 +30%
RWA
1652
Redmont Wealth Advisors
Illinois
$384K -$251K -1,259 -41%
NRI
1653
NFP Retirement Inc
California
$380K +$15.2K +76 +4%
PP
1654
Prosperity Planning
Missouri
$379K +$4.59K +23 +1%
FFS
1655
Founders Financial Securities
Maryland
$379K -$704K -3,529 -66%
DC
1656
Defender Capital
North Carolina
$379K – – –
BWA
1657
Bordeaux Wealth Advisors
California
$378K -$842K -4,220 -70%
SAM
1658
SignalPoint Asset Management
Missouri
$378K +$3.19K +16 +0.9%
FPW
1659
Flagship Private Wealth
Massachusetts
$377K -$126K -633 -26%
SP
1660
Successful Portfolios
Florida
$377K -$50.7K -254 -12%
MAS
1661
Madden Advisory Services
Florida
$375K -$2K -10 -0.6%
PFGIA
1662
Patriot Financial Group Insurance Agency
Massachusetts
$374K +$123K +616 +53%
SFM
1663
Signet Financial Management
New Jersey
$373K -$69.2K -347 -16%
AWA
1664
Amplius Wealth Advisors
Pennsylvania
$373K – – –
BAM
1665
BOS Asset Management
Illinois
$372K +$48.3K +242 +16%
MFG
1666
Magnus Financial Group
New York
$371K +$20.3K +102 +6%
SCM
1667
Sage Capital Management
New Jersey
$371K +$399 +2 +0.1%
TI
1668
Tidal Investments
Wisconsin
$371K -$9.25M -46,359 -96%
EWA
1669
Encompass Wealth Advisors
Oregon
$370K -$2K -10 -0.6%
PCA
1670
Providence Capital Advisors
North Carolina
$369K – – –
3F
1671
360 Financial
Minnesota
$367K +$348K +1,746 New
CCM
1672
Chilton Capital Management
Texas
$367K -$28.3K -142 -8%
TCBWMS
1673
Texas Capital Bank Wealth Management Services
Texas
$367K -$785K -3,936 -69%
BOH
1674
Bank of Hawaii
Hawaii
$366K +$347K +1,740 New
SFG
1675
Sovereign Financial Group
Connecticut
$366K -$359K -1,798 -51%
65 66
67
68 69