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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
PA
2126
Persium Advisors
Georgia
$279K – – –
KF
2127
Kelsey Financial
California
$279K +$279K +1,133 New
CAM
2128
Concorde Asset Management
Michigan
$278K -$36.9K -150 -12%
SPWM
2129
Straight Path Wealth Management
Michigan
$278K – – –
SFGP
2130
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$278K +$5.9K +24 +2%
EWM
2131
Elmwood Wealth Management
California
$278K +$278K +1,129 New
RWS
2132
Retirement Wealth Solutions
Wisconsin
$278K +$8.36K +34 +3%
MWM
2133
Maridea Wealth Management
New York
$277K +$13K +53 +5%
AT
2134
American Trust
Kentucky
$277K +$492 +2 +0.2%
IFA
2135
Interactive Financial Advisors
Illinois
$277K -$24.3K -99 -8%
FPCG
2136
Forum Private Client Group
Indiana
$275K -$2.95K -12 -1%
AFS
2137
Access Financial Services
Minnesota
$274K – – –
SWA
2138
Strategies Wealth Advisors
Michigan
$274K -$348K -1,415 -56%
SLP
2139
Storen Legacy Partners
Indiana
$272K +$272K +1,107 New
PFG
2140
Prosperity Financial Group
California
$272K +$246 +1 +0.1%
CD
2141
Chapin Davis
Maryland
$272K – – –
AAG
2142
Armstrong Advisory Group
Massachusetts
$272K – – –
STA
2143
Shade Tree Advisors
New York
$271K +$270K +1,100 New
GL
2144
Gerber LLC
Ohio
$270K -$50.2K -204 -16%
CVA
2145
Central Valley Advisors
California
$270K -$467K -1,900 -63%
PFA
2146
Pathway Financial Advisors
Vermont
$270K – – –
WAL
2147
W Advisors LLC
Tennessee
$269K +$51.1K +208 +23%
BWM
2148
BCS Wealth Management
Tennessee
$268K +$268K +1,090 New
PP
2149
PDS Planning
Ohio
$268K – – –
BFM
2150
Brooklands Fund Management
United Kingdom
$268K +$615K +2,501 New
84 85
86
87 88