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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
CWG
2026
Crown Wealth Group
North Carolina
– -$215K -1,235 Closed
KFC
2027
Klingenstein Fields & Co
New York
– -$215K -1,235 Closed
BFG
2028
Berger Financial Group
Minnesota
– -$215K -1,231 Closed
ISB
2029
Iowa State Bank
Iowa
– -$212K -1,215 Closed
WCM
2030
Washington Capital Management
Washington
– -$206K -1,180 Closed
VNB
2031
Virginia National Bank
Virginia
– -$203K -1,162 Closed
MLA
2032
My Legacy Advisors
Oregon
– -$228K -1,157 Closed
SWA
2033
Sax Wealth Advisors
New Jersey
– -$201K -1,155 Closed
RBFC
2034
Roman Butler Fullerton & Co
Missouri
– -$215K -1,150 Closed
JWM
2035
JFG Wealth Management
Colorado
– -$200K -1,148 Closed
TA
2036
Tectonic Advisors
Texas
– -$103K -591 Closed
MPCL
2037
My Personal CFO LLC
Washington
– -$101K -579 Closed
LS
2038
Leelyn Smith
Illinois
– -$91.4K -524 Closed
PFC
2039
Phocas Financial Corp
California
– -$81.3K -466 Closed
AWM
2040
Accurate Wealth Management
Florida
– -$78.6K -435 Closed
TWA
2041
Tandem Wealth Advisors
Arizona
– -$29.2K -167 Closed
MWM
2042
MinichMacGregor Wealth Management
New York
– -$27.5K -158 Closed
VFM
2043
Valley Financial Management
New York
– -$25.3K -145 Closed
AF
2044
Affiance Financial
Minnesota
– -$23K -132 Closed
TWD
2045
True Wealth Design
Ohio
– -$20.7K -119 Closed
BA
2046
Bellwether Advisors
Nebraska
– -$18.5K -106 Closed
CAS
2047
Coppell Advisory Solutions
Texas
– -$16K -92 Closed
CASC
2048
Coppell Advisory Solutions Corp
Texas
– -$16K -92 Closed
FMB
2049
Field & Main Bank
Kentucky
– -$15.7K -90 Closed
FWA
2050
Freedom Wealth Alliance
Wisconsin
– -$14.6K -84 Closed
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