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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
2126
Elmwood Wealth Management
California
$278K +$278K +1,129 New
RWS
2127
Retirement Wealth Solutions
Wisconsin
$278K +$8.36K +34 +3%
MWM
2128
Maridea Wealth Management
New York
$277K +$13K +53 +5%
AT
2129
American Trust
Kentucky
$277K +$492 +2 +0.2%
IFA
2130
Interactive Financial Advisors
Illinois
$277K -$24.3K -99 -8%
FPCG
2131
Forum Private Client Group
Indiana
$275K -$2.95K -12 -1%
AFS
2132
Access Financial Services
Minnesota
$274K – – –
SWA
2133
Strategies Wealth Advisors
Michigan
$274K -$348K -1,415 -56%
SLP
2134
Storen Legacy Partners
Indiana
$272K +$272K +1,107 New
PFG
2135
Prosperity Financial Group
California
$272K +$246 +1 +0.1%
CD
2136
Chapin Davis
Maryland
$272K – – –
AAG
2137
Armstrong Advisory Group
Massachusetts
$272K – – –
STA
2138
Shade Tree Advisors
New York
$271K +$270K +1,100 New
GL
2139
Gerber LLC
Ohio
$270K -$50.2K -204 -16%
CVA
2140
Central Valley Advisors
California
$270K -$467K -1,900 -63%
PFA
2141
Pathway Financial Advisors
Vermont
$270K – – –
WAL
2142
W Advisors LLC
Tennessee
$269K +$51.1K +208 +23%
BWM
2143
BCS Wealth Management
Tennessee
$268K +$268K +1,090 New
PP
2144
PDS Planning
Ohio
$268K – – –
BFM
2145
Brooklands Fund Management
United Kingdom
$268K +$615K +2,501 New
UCB
2146
United Community Bank
South Carolina
$267K -$68.6K -279 -20%
PWM
2147
Peterson Wealth Management
Nevada
$267K -$4.18K -17 -2%
GCM
2148
Gunpowder Capital Management
Maryland
$267K +$267K +1,084 New
KCM
2149
Kennicott Capital Management
California
$267K -$39.1K -159 -13%
RFW
2150
Rainier Family Wealth
Washington
$265K -$10.8K -44 -4%
84 85
86
87 88