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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
BHWM
1701
Bar Harbor Wealth Management
New Hampshire
$660K – – –
EW
1702
Elyxium Wealth
California
$660K -$7.03K -25 -1%
AHC
1703
Adell Harriman & Carpenter
Texas
$658K -$43.3K -154 -7%
GCM
1704
Gables Capital Management
Florida
$656K +$2.81K +10 +0.5%
RDWM
1705
Red Door Wealth Management
Tennessee
$655K +$120K +427 +24%
SSW
1706
Stone Summit Wealth
Florida
$654K – – –
IIA
1707
Integral Investment Advisors
California
$651K – – –
PCA
1708
Prosperity Capital Advisors
Ohio
$649K -$567K -2,016 -48%
CA
1709
Cortland Associates
Missouri
$649K +$4.78K +17 +0.8%
TCM
1710
Tran Capital Management
California
$649K – – –
WPP
1711
Whalerock Point Partners
Rhode Island
$648K – – –
KWA
1712
Kondo Wealth Advisors
California
$647K -$6.46K -23 -1%
KWM
1713
Kassira Wealth Management
Tennessee
$647K – – –
BI
1714
Breachway Investments
Rhode Island
$646K -$4.21K -15 -0.7%
HCM
1715
Highview Capital Management
Illinois
$644K +$603K +2,145 New
CI
1716
Cavalier Investments
Georgia
$643K -$350K -1,246 -37%
WCP
1717
Wealthcare Capital Partners
Pennsylvania
$642K +$154K +548 +34%
RFA
1718
Register Financial Advisors
Georgia
$642K +$19.7K +70 +3%
RIA
1719
Retirement Investment Advisors
Oklahoma
$639K – – –
AAS
1720
Annex Advisory Services
Wisconsin
$639K +$334K +1,188 +127%
MPW
1721
MASECO Private Wealth
$638K +$100K +357 +20%
MWA
1722
Midland Wealth Advisors
Illinois
$636K -$3.09K -11 -0.5%
SIAS
1723
Summit Investment Advisory Services
Minnesota
$635K – – –
MFG
1724
Magnus Financial Group
New York
$635K -$25K -89 -4%
FPGK
1725
Financial Partners Group (Kansas)
Kansas
$633K +$3.65K +13 +0.6%
67 68
69
70 71