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iShares Russell 2000 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GWMIA
2026
Global Wealth Management Investment Advisory
Florida
$265K +$251K +1,096 New
RWS
2027
Retirement Wealth Solutions
Wisconsin
$265K -$2.52K -11 -1%
BFA
2028
Beaumont Financial Advisors
Massachusetts
$264K +$229 +1 +0.1%
PP
2029
PDS Planning
Ohio
$263K
CWA
2030
Continuum Wealth Advisors
New York
$261K
TCM
2031
Traynor Capital Management
Pennsylvania
$261K +$11.7K +51 +5%
EHC
2032
Everett Harris & Co
California
$260K
WTB
2033
Washington Trust Bank
Washington
$260K
EE
2034
EWG Elevate
California
$258K
TWG
2035
The Wealth Group
Minnesota
$257K
NA
2036
Nestegg Advisors
New York
$257K -$29.1K -127 -11%
ME
2037
McIlrath & Eck
Washington
$257K +$459 +2 +0.2%
GA
2038
GoalVest Advisory
New York
$257K
CWM
2039
Cabot Wealth Management
Massachusetts
$256K
PFA
2040
Pathway Financial Advisors
Vermont
$255K +$1.61K +7 +0.7%
FPW
2041
Flywheel Private Wealth
California
$254K -$3.67K -16 -1%
PWM
2042
Palacios Wealth Management
Florida
$254K -$37.2K -162 -13%
MSG
2043
Main Street Group
Virginia
$254K -$29.1K -127 -11%
CIP
2044
Capital Insight Partners
Arizona
$254K
GIM
2045
Guild Investment Management
California
$254K +$241K +1,050 New
GAA
2046
Global Assets Advisory
Florida
$254K -$22.9K -100 -9%
COI
2047
Connable Office Inc
Michigan
$253K +$240K +1,044 New
LFA
2048
Lauterbach Financial Advisors
Texas
$251K
AWM
2049
Ariadne Wealth Management
California
$251K
PNAA
2050
Pictet North America Advisors
Switzerland
$251K