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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
SSG
1701
Summit Securities Group
New York
$530K +$547K +2,400 New
PIAS
1702
PCA Investment Advisory Services
Ohio
$528K -$179K -786 -25%
FPGK
1703
Financial Partners Group (Kansas)
Kansas
$527K +$3.42K +15 +0.6%
RIA
1704
Retirement Investment Advisors
Oklahoma
$527K – – –
SWA
1705
Sax Wealth Advisors
New Jersey
$526K -$16.2K -71 -3%
SCM
1706
Sollinda Capital Management
Florida
$525K -$30.8K -135 -5%
HWM
1707
Hohimer Wealth Management
Washington
$525K +$109K +478 +25%
BA
1708
Bluesphere Advisors
Pennsylvania
$524K +$42.4K +186 +9%
FWI
1709
Facet Wealth Inc
Maryland
$519K -$50.8K -223 -9%
RFG
1710
RFP Financial Group
Georgia
$519K – – –
TA
1711
TFG Advisers
Michigan
$518K +$1.37K +6 +0.3%
EPIM
1712
Evelyn Partners Investment Management
$518K +$535K +2,345 New
ICP
1713
Impact Capital Partners
Colorado
$517K +$534K +2,341 New
DP
1714
Dearborn Partners
Illinois
$515K – – –
PWP
1715
Principle Wealth Partners
Connecticut
$515K – – –
AI
1716
Arvest Investments
Arkansas
$515K -$189K -829 -26%
LA
1717
Latitude Advisors
Florida
$513K +$4.1K +18 +0.8%
AWA
1718
ARQ Wealth Advisors
Arizona
$512K -$3.42K -15 -0.6%
RIG
1719
RiverFront Investment Group
Virginia
$511K +$233K +1,022 +79%
MRP
1720
Measured Risk Portfolios
California
$511K +$527K +2,311 New
FPB
1721
First PREMIER Bank
South Dakota
$510K – – –
BHWM
1722
Bar Harbor Wealth Management
New Hampshire
$510K – – –
WGC
1723
Watts Gwilliam & Co
Arizona
$509K +$46.1K +202 +10%
SSW
1724
Stone Summit Wealth
Florida
$508K – – –
NFSG
1725
Newbridge Financial Services Group
Florida
$505K +$521K +2,286 New
67 68
69
70 71