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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
MFG
2201
Mendota Financial Group
Wisconsin
$161K +$153K +667 New
CWM
2202
Crowley Wealth Management
Delaware
$161K +$11.5K +50 +8%
FMP
2203
Financial Management Professionals
Texas
$158K – – –
AG
2204
AmeriFlex Group
Nevada
$155K +$11K +48 +8%
ADL
2205
Asset Dedication LLC
California
$154K +$34.6K +151 +31%
CFD
2206
Creative Financial Designs
Indiana
$154K +$5.51K +24 +4%
RF
2207
Roxbury Financial
New Jersey
$154K – – –
VWM
2208
Vermillion Wealth Management
Minnesota
$153K -$9.41K -41 -6%
CSC
2209
Caldwell Sutter Capital
California
$152K -$1.38K -6 -0.9%
AWM
2210
Aberdeen Wealth Management
Illinois
$152K – – –
SIS
2211
Sound Income Strategies
Florida
$152K -$3.9K -17 -3%
PWA
2212
Physician Wealth Advisors
Utah
$150K +$459 +2 +0.3%
CNBTD
2213
Citizens National Bank Trust Department
Mississippi
$145K – – –
FLFS
2214
Family Legacy Financial Solutions
North Carolina
$142K -$2.06K -9 -2%
DFC
2215
DB Fitzpatrick & Co
Idaho
$140K – – –
AW
2216
Avion Wealth
Texas
$140K – – –
CF
2217
Collier Financial
Colorado
$140K +$132K +577 New
BI
2218
Ballast Inc
Kentucky
$137K +$130K +567 New
HWA
2219
HHM Wealth Advisors
Tennessee
$137K +$1.61K +7 +1%
DWM
2220
Darwin Wealth Management
Florida
$135K -$2.75K -12 -2%
WA
2221
WPG Advisers
Maryland
$135K – – –
PWMG
2222
Private Wealth Management Group
New Jersey
$132K – – –
GWS
2223
Greykasell Wealth Strategies
California
$132K – – –
PP
2224
Pacifica Partners
Canada
$131K -$6.88K -30 -5%
PFA
2225
Pillar Financial Advisors
Kentucky
$131K – – –
87 88
89
90 91