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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
WLIM
2201
White Lighthouse Investment Management
Massachusetts
$303K -$28.1K -100 -9%
MHIP
2202
Mountain Hill Investment Partners
New Jersey
$302K – – –
LWMI
2203
Legacy Wealth Management (Idaho)
Idaho
$302K +$5.62K +20 +2%
TFA
2204
Tobias Financial Advisors
Florida
$301K – – –
SFS
2205
Strategic Financial Services
New York
$301K -$1.41K -5 -0.5%
VDI
2206
Vaughan David Investments
Illinois
$301K +$41.9K +149 +17%
1W
2207
1776 Wealth
Georgia
$300K – – –
JAWA
2208
John A. Wolfe & Associates
Michigan
$300K – – –
MM
2209
Meridian Management
Arkansas
$300K – – –
GCM
2210
Greenland Capital Management
New York
$300K +$281K +1,000 New
KMWM
2211
Keudell/Morrison Wealth Management
Oregon
$300K -$76.7K -273 -21%
MAS
2212
Meeder Advisory Services
Ohio
$299K +$280K +997 New
GCP
2213
Guardian Capital (Pennsylvania)
Pennsylvania
$299K -$28.1K -100 -9%
NPAN
2214
Northeast Planning Associates NH
New Hampshire
$299K -$84.6K -301 -23%
JCM
2215
Jag Capital Management
Missouri
$299K +$281 +1 +0.1%
HFA
2216
Hippocratic Financial Advisors
California
$299K +$280K +996 New
DWM
2217
Destination Wealth Management
California
$298K – – –
AIMA
2218
Ables Iannone Moore & Associates
Georgia
$297K -$41.3K -147 -13%
FG
2219
Fairman Group
Pennsylvania
$297K +$562 +2 +0.2%
GHA
2220
GW Henssler & Associates
Georgia
$296K – – –
CMMS
2221
Comprehensive Money Management Services
Florida
$296K – – –
SRC
2222
Shufro Rose & Co
New York
$295K -$1.41K -5 -0.5%
GSAM
2223
Grant Street Asset Management
Pennsylvania
$295K -$92.5K -329 -25%
IAAG
2224
Innovative Asset Advisors Group
Connecticut
$295K +$562 +2 +0.2%
ACM
2225
Arcataur Capital Management
Wisconsin
$294K – – –
87 88
89
90 91