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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
SGI
2126
Summit Global Investments
Utah
$259K +$270K +1,046 New
COI
2127
Connable Office Inc
Michigan
$259K – – –
V
2128
ViaWealth
Kansas
$258K – – –
AFS
2129
Access Financial Services
Minnesota
$258K -$19.1K -74 -7%
SWM
2130
Shakespeare Wealth Management
Wisconsin
$257K – – –
BWL
2131
Bogart Wealth LLC
Virginia
$257K -$47.5K -184 -15%
TLA
2132
Tanglewood Legacy Advisors
Texas
$257K -$51.6K -200 -16%
PNAA
2133
Pictet North America Advisors
Switzerland
$257K – – –
MF
2134
Manuka Financial
Virginia
$256K – – –
SCP
2135
Sandhill Capital Partners
New York
$256K -$2.84K -11 -1%
BT
2136
Banque Transatlantique
France
$256K – – –
VR
2137
Vision Retirement
New Jersey
$256K +$10.1K +39 +4%
SLC
2138
Second Line Capital
Louisiana
$256K +$1.03K +4 +0.4%
LWM
2139
Luminvest Wealth Management
Arizona
$256K – – –
CWM
2140
Cabot Wealth Management
Massachusetts
$255K – – –
WRPWM
2141
Werba Rubin Papier Wealth Management
California
$255K – – –
PWP
2142
Perfromance Wealth Partners
Illinois
$254K +$264K +1,025 New
SLP
2143
Storen Legacy Partners
Indiana
$254K -$21.4K -83 -7%
ODIJL
2144
One Day In July LLC
Vermont
$253K +$2.06K +8 +0.8%
RMC
2145
Resources Management Corp
Connecticut
$253K -$6.45K -25 -2%
7WCP
2146
71 West Capital Partners
Massachusetts
$253K -$79.2K -307 -23%
JC
2147
JB Capital
Connecticut
$252K +$12.9K +50 +5%
UIM
2148
Unified Investment Management
Georgia
$251K – – –
SIC
2149
SJS Investment Consulting
Ohio
$251K +$11.6K +45 +5%
BW
2150
BXM Wealth
Colorado
$251K -$632K -2,451 -71%
84 85
86
87 88