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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
3F
2076
360 Financial
Minnesota
$281K +$293K +1,135 New
MSFS
2077
Main Street Financial Solutions
Pennsylvania
$281K +$19.9K +77 +7%
AT
2078
American Trust
Kentucky
$281K +$2.06K +8 +0.7%
SPWM
2079
Straight Path Wealth Management
Michigan
$280K – – –
FPCG
2080
Forum Private Client Group
Indiana
$278K +$1.55K +6 +0.5%
RWS
2081
Retirement Wealth Solutions
Wisconsin
$278K -$1.55K -6 -0.5%
EWM
2082
Elevatus Welath Management
New York
$277K +$28.4K +110 +11%
FM
2083
Foster & Motley
Ohio
$277K +$288K +1,118 New
SWA
2084
Strategies Wealth Advisors
Michigan
$276K +$258 +1 +0.1%
WLIM
2085
White Lighthouse Investment Management
Massachusetts
$275K +$286K +1,107 New
PFG
2086
Prosperity Financial Group
California
$274K +$258 +1 +0.1%
MCG
2087
McCollum Christoferson Group
New York
$274K -$108K -417 -27%
MWM
2088
Mindset Wealth Management
Indiana
$274K -$25.5K -99 -8%
WCM
2089
Wealthcare Capital Management
Virginia
$274K -$10.1K -39 -3%
CRWM
2090
Castle Rock Wealth Management
California
$273K +$280K +1,085 New
PP
2091
PDS Planning
Ohio
$272K +$2.32K +9 +0.8%
SWA
2092
Strategic Wealth Advisors
Arizona
$272K +$59.3K +230 +26%
GCP
2093
Guardian Capital (Pennsylvania)
Pennsylvania
$272K -$211K -819 -43%
GAA
2094
Global Assets Advisory
Florida
$272K +$13.4K +52 +5%
DCA
2095
DB&C Advisors
Michigan
$271K +$28.6K +111 +11%
WAL
2096
W Advisors LLC
Tennessee
$271K – – –
BO
2097
Bank OZK
Arkansas
$271K -$13.9K -54 -5%
AIA
2098
Armor Investment Advisors
North Carolina
$271K +$17.3K +67 +7%
OC
2099
Oarsman Capital
Wisconsin
$270K +$281K +1,090 New
BCM
2100
Birmingham Capital Management
Alabama
$270K -$38.7K -150 -12%
82 83
84
85 86