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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
MKW
2026
Mullaney, Keating & Wright
Connecticut
$385K +$12.6K +45 +4%
VAM
2027
Verity Asset Management
North Carolina
$384K +$359K +1,279 New
O3W
2028
Omni 360 Wealth
New Jersey
$383K +$359K +1,276 New
BAM
2029
Byrne Asset Management
New Jersey
$383K +$29.5K +105 +9%
MCP
2030
Mirador Capital Partners
California
$383K +$10.1K +36 +3%
MAWCM
2031
Mine & Arao Wealth Creation & Management
California
$383K +$843 +3 +0.2%
XWM
2032
Xcel Wealth Management
Florida
$382K -$111K -395 -24%
FHB
2033
First Hawaiian Bank
Hawaii
$382K -$3.09K -11 -0.9%
NRI
2034
NFP Retirement Inc
California
$381K -$562 -2 -0.2%
WAG
2035
Wallace Advisory Group
California
$380K +$843 +3 +0.2%
MA
2036
MW Advisory
Georgia
$380K +$355K +1,265 New
GFA
2037
Godfrey Financial Associates
New York
$378K – – –
KW
2038
KWB Wealth
California
$378K – – –
FSCM
2039
Front Street Capital Management
Montana
$376K -$1.97K -7 -0.6%
MSG
2040
Main Street Group
Virginia
$375K – – –
DF
2041
Dedeker Financial
Minnesota
$375K -$55.6K -198 -14%
LC
2042
Lincoln Capital
Nebraska
$374K – – –
RFW
2043
Rainier Family Wealth
Washington
$374K – – –
OMIC
2044
Old Mission Investment Co
Michigan
$374K +$350K +1,246 New
PWP
2045
Perfromance Wealth Partners
Illinois
$374K +$61.8K +220 +21%
IWS
2046
Insight Wealth Strategies
California
$374K -$27.3K -97 -7%
NFSG
2047
Newbridge Financial Services Group
Florida
$374K +$15.2K +54 +5%
AIA
2048
AssuredPartners Investment Advisors
Florida
$373K -$64.4K -229 -16%
CICI
2049
Capital Investment Counsel Inc
North Carolina
$373K +$105K +375 +43%
GIM
2050
Goelzer Investment Management
Indiana
$372K -$19.7K -70 -5%
80 81
82
83 84