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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
SAW
2026
Signal Advisors Wealth
Michigan
$227K +$212K +1,053 New
AIA
2027
Armor Investment Advisors
North Carolina
$227K – – –
GM
2028
GeoWealth Management
Illinois
$227K -$208K -1,034 -50%
RB
2029
Renasant Bank
Mississippi
$227K -$52.1K -259 -20%
AT
2030
Avalon Trust
New Mexico
$227K -$50.3K -250 -19%
CIP
2031
Capital Insight Partners
Arizona
$227K – – –
RMC
2032
Ring Mountain Capital
California
$226K -$11.7K -58 -5%
DSC
2033
Duncker Streett & Co
Missouri
$226K – – –
PFA
2034
Pathway Financial Advisors
Vermont
$226K – – –
JC
2035
JB Capital
Connecticut
$226K +$210K +1,045 New
APW
2036
Austin Private Wealth
Texas
$225K +$209K +1,041 New
LFA
2037
Lauterbach Financial Advisors
Texas
$224K – – –
TCM
2038
Traynor Capital Management
Pennsylvania
$224K -$24.8K -123 -11%
PNAA
2039
Pictet North America Advisors
Switzerland
$224K – – –
CCP
2040
Cassia Capital Partners
North Carolina
$223K – – –
MF
2041
Manuka Financial
Virginia
$223K -$13.5K -67 -6%
IIA
2042
Integrity Investment Advisors
Colorado
$223K +$604 +3 +0.3%
MIFH
2043
Migdal Insurance & Financial Holdings
Israel
$221K -$214K -1,065 -51%
FWM
2044
FSA Wealth Management
Massachusetts
$220K -$5.03K -25 -2%
JLBC
2045
J.L. Bainbridge & Co
Florida
$219K – – –
DWM
2046
Destination Wealth Management
California
$219K +$2.01K +10 +1%
FGC
2047
Financial Gravity Companies
Texas
$219K +$204K +1,015 New
UIM
2048
Unified Investment Management
Georgia
$219K – – –
WMP
2049
Wealth Management Partners
Arizona
$218K +$200K +993 New
CCMG
2050
Clark Capital Management Group
Pennsylvania
$218K -$269K -1,337 -57%
80 81
82
83 84