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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
JCFM
1951
JBR Co Financial Management
Oklahoma
$367K +$3.93K +16 +1%
SPL
1952
Smart Portfolios LLC
Washington
$366K +$24.3K +99 +7%
CST
1953
Charles Schwab Trust
Nevada
$364K +$4.92K +20 +1%
DWM
1954
Daner Wealth Management
Georgia
$363K – – –
AMBIA
1955
Allen Mooney & Barnes Investment Advisors
Georgia
$363K +$246 +1 +0.1%
GCM
1956
G2 Capital Management
Ohio
$362K – – –
SEM
1957
Strategic Equity Management
Arizona
$361K +$361K +1,468 New
ICP
1958
Interchange Capital Partners
Pennsylvania
$361K – – –
SAM
1959
Seelaus Asset Management
New Jersey
$360K +$18.4K +75 +5%
DP
1960
Denver PWM
Colorado
$358K – – –
CGF
1961
Constant Guidance Financial
Massachusetts
$358K +$128K +522 New
FCA
1962
Fortis Capital Advisors
Kansas
$357K +$492 +2 +0.1%
BFIC
1963
Bedell Frazier Investment Counselling
California
$355K -$12.9M -52,446 -97%
OFG
1964
Omega Financial Group
California
$354K +$492 +2 +0.1%
SWM
1965
Shrier Wealth Management
California
$353K +$353K +1,435 New
EWP
1966
Elevation Wealth Partners
California
$353K – – –
FF
1967
Friedenthal Financial
New Jersey
$353K -$36.1K -147 -9%
KWM
1968
KW Wealth Management
California
$353K +$15.2K +62 +5%
JSC
1969
Jackson Square Capital
California
$352K -$4.31M -17,534 -92%
LFA
1970
Lauterbach Financial Advisors
Texas
$352K +$96.1K +391 +38%
PP
1971
Prosperity Planning
Missouri
$351K -$36.9K -150 -10%
DG
1972
Dala Group
Illinois
$351K +$350K +1,424 New
TWM
1973
Trueblood Wealth Management
Ohio
$350K +$738 +3 +0.2%
WAG
1974
Wallace Advisory Group
California
$350K +$1.72K +7 +0.5%
RFW
1975
Redwood Family Wealth
Texas
$350K +$349K +1,420 New
77 78
79
80 81