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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
WCA
1726
Westover Capital Advisors
Delaware
$360K +$349K +1,629 New
CD
1727
Chapin Davis
Maryland
$359K -$196K -914 -36%
PFA
1728
Pettinga Financial Advisors
Indiana
$359K -$5.35K -25 -2%
RC
1729
Roundview Capital
New Jersey
$358K -$47.7K -223 -12%
PPG
1730
Peak Planning Group
Colorado
$358K +$1.5K +7 +0.4%
HI
1731
Horizon Investments
North Carolina
$357K -$12.4K -58 -3%
TF
1732
Tenon Financial
New Jersey
$357K +$4.92K +23 +1%
HI
1733
Harrington Investments
California
$356K – – –
MFG
1734
Magnus Financial Group
New York
$355K -$32.7K -153 -9%
EWP
1735
Elevation Wealth Partners
California
$355K +$185K +863 +116%
WCA
1736
Waypoint Capital Advisors
Minnesota
$355K – – –
FCIM
1737
Fairview Capital Investment Management
California
$354K – – –
EWM
1738
EPG Wealth Management
Georgia
$353K +$342K +1,600 New
NIM
1739
Nicollet Investment Management
Minnesota
$353K – – –
RC
1740
Rovin Capital
Arizona
$353K +$214 +1 +0.1%
AAG
1741
Armstrong Advisory Group
Massachusetts
$353K -$233K -1,090 -41%
AAS
1742
Annex Advisory Services
Wisconsin
$351K -$33.6K -157 -9%
BMM
1743
Buffington Mohr McNeal
Idaho
$350K +$17.1K +80 +5%
NEPPG
1744
New England Professional Planning Group
Rhode Island
$350K +$36.8K +172 +12%
RFA
1745
Rollins Financial Advisors
New York
$349K +$112K +525 +50%
KC
1746
Kades & Cheifetz
Pennsylvania
$349K +$1.28K +6 +0.4%
XWM
1747
Xcel Wealth Management
Florida
$349K -$17.1K -80 -5%
PFP
1748
Paragon Financial Partners
California
$347K +$214 +1 +0.1%
KL
1749
KilterHowling LLC
Colorado
$347K – – –
PP
1750
PrairieView Partners
Minnesota
$347K -$3.21K -15 -0.9%
68 69
70
71 72