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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
SDAM
1701
Shulman DeMeo Asset Management
New York
$274K +$279K +1,233 New
CSWG
1702
Cardinal Strategic Wealth Guidance
Kentucky
$273K – – –
ADL
1703
Asset Dedication LLC
California
$271K +$33.7K +149 +14%
AWAG
1704
ARS Wealth Advisors Group
Florida
$271K +$275K +1,218 New
PFP
1705
Paragon Financial Partners
California
$271K +$275K +1,218 New
FCT
1706
First Community Trust
Iowa
$270K +$275K +1,215 New
BSB
1707
Bangor Savings Bank
Maine
$270K – – –
MHR
1708
Matthew Hamilton Rosenberg
$270K – – –
RPCA
1709
Running Point Capital Advisors
California
$270K +$274K +1,213 +121,300%
BAM
1710
Byrne Asset Management
New Jersey
$270K +$275K +1,216 New
MAG
1711
Mayfair Advisory Group
Alabama
$269K -$36.2K -160 -11%
VBFP
1712
Valtinson Bruner Financial Planning
Minnesota
$269K +$26.9K +119 +11%
NC
1713
NovaPoint Capital
Georgia
$269K +$273K +1,210 New
EFG
1714
Everhart Financial Group
Ohio
$268K +$11.3K +50 +4%
HCM
1715
Highview Capital Management
Illinois
$268K +$272K +1,205 New
AI
1716
AXS Investments
New York
$267K -$8.31M -36,793 -97%
IAA
1717
Independent Advisor Alliance
North Carolina
$267K +$271K +1,200 New
KWP
1718
Keystone Wealth Partners
Arizona
$267K +$271K +1,200 New
DHGWA
1719
Dixon Hughes Goodman Wealth Advisors
North Carolina
$266K +$270K +1,194 New
JCM
1720
Jag Capital Management
Missouri
$262K -$41.4K -183 -13%
AOWM
1721
Alpha Omega Wealth Management
Virginia
$262K +$4.97K +22 +2%
ACM
1722
AlphaStar Capital Management
North Carolina
$261K +$58.1K +257 +27%
SAM
1723
SP Asset Management
California
$259K +$904 +4 +0.3%
SCG
1724
Sonata Capital Group
Washington
$259K +$19.2K +85 +8%
RBFC
1725
Roman Butler Fullerton & Co
Missouri
$258K +$49.7K +220 +23%
67 68
69
70 71