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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
LWM
2076
Luminvest Wealth Management
Arizona
$206K +$186K +924 New
MCM
2077
Monarch Capital Management
Indiana
$206K +$192K +954 New
SA
2078
Shilanski & Associates
Alaska
$205K +$191K +951 New
CCP
2079
Cushing Capital Partners
Wisconsin
$205K +$191K +950 New
SFP
2080
SwitchPoint Financial Planning
Utah
$205K +$191K +949 New
GSEP
2081
Golden State Equity Partners
California
$204K +$191K +948 New
VH
2082
Visionary Horizons
Tennessee
$204K +$191K +947 New
KAS
2083
KPP Advisory Services
Kentucky
$204K +$190K +946 New
CF
2084
Copperwynd Financial
Arizona
$204K +$190K +946 New
UWM
2085
USAdvisors Wealth Management
Minnesota
$204K -$1.7M -8,437 -90%
VCM
2086
Versant Capital Management
Arizona
$204K -$15.5K -77 -8%
CA
2087
Cortland Associates
Missouri
$203K +$190K +943 New
GWAG
2088
Garrett Wealth Advisory Group
Texas
$203K +$189K +940 New
VHAM
2089
Van Hulzen Asset Management
California
$203K +$189K +939 New
CFO
2090
CVA Family Office
Colorado
$202K – – –
LPFG
2091
Landing Point Financial Group
Ohio
$201K -$54.5K -271 -22%
NA
2092
Novus Advisors
South Carolina
$201K -$172K -853 -48%
PSFG
2093
Park Square Financial Group
Georgia
$201K +$8.05K +40 +4%
GA
2094
Gordian Advisors
Arizona
$200K +$187K +927 New
LCM
2095
Liberty Capital Management
Michigan
$200K +$187K +927 New
BCM
2096
Boreal Capital Management
Florida
$200K +$186K +925 New
MM
2097
Main Management
California
$199K – – –
CPA
2098
Compass Planning Associates
Massachusetts
$199K +$604 +3 +0.3%
NCM
2099
Northwest Capital Management
Oregon
$198K – – –
LFASL
2100
Lugano Financial Advisors SA (LFA)
Switzerland
$198K +$160K +795 +646%
82 83
84
85 86