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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
WAS
2026
Winch Advisory Services
Wisconsin
$121K -$14K -78 -11%
PCFFS
2027
Pacific Center for Financial Services
California
$117K -$896 -5 -0.8%
FPFS
2028
First Personal Financial Services
North Carolina
$116K – – –
CSC
2029
Caldwell Sutter Capital
California
$115K +$179 +1 +0.2%
ME
2030
McIlrath & Eck
Washington
$113K -$1.61K -9 -2%
AAMA
2031
Advanced Asset Management Advisors
Ohio
$112K +$54.5K +304 +121%
FA
2032
Faithward Advisors
Pennsylvania
$110K +$2.33K +13 +2%
HWA
2033
HHM Wealth Advisors
Tennessee
$110K +$4.12K +23 +4%
MSWM
2034
McGlone Suttner Wealth Management
Wisconsin
$109K +$97.6K +545 New
DSC
2035
Duncker Streett & Co
Missouri
$105K +$17.9K +100 +24%
APW
2036
Atlantic Private Wealth
North Carolina
$104K – – –
VNA
2037
Valley National Advisers
Pennsylvania
$103K +$51.6K +288 +127%
M
2038
MOTCO
Texas
$103K – – –
CYG
2039
Clean Yield Group
Vermont
$100K – – –
KHC
2040
Koesten Hirschmann & Crabtree
Kansas
$100K – – –
CAL
2041
Capital Analysts LLC
Pennsylvania
$99K -$25.3K -141 -22%
FFA
2042
Frazier Financial Advisors
Ohio
$98.6K +$88K +491 New
RFS
2043
Richardson Financial Services
Massachusetts
$98.3K +$87.8K +490 New
TSWM
2044
Tyler-Stone Wealth Management
Ohio
$97.1K +$13.4K +75 +18%
AAP
2045
Arax Advisory Partners
Colorado
$96.8K -$8.42K -47 -9%
TCM
2046
TD Capital Management
Tennessee
$96.8K +$358 +2 +0.4%
AP
2047
Atwood & Palmer
Missouri
$96.3K – – –
RFA
2048
Resurgent Financial Advisors
Georgia
$96.3K – – –
WIA
2049
Wetzel Investment Advisors
Indiana
$96K +$85.3K +476 New
ADL
2050
Asset Dedication LLC
California
$95K -$19.9K -111 -19%
80 81
82
83 84