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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
FWP
2226
Fiduciary Wealth Partners
Massachusetts
$236K +$492 +2 +0.2%
TGIA
2227
Torrey Growth & Income Advisors
California
$236K +$236K +958 New
LWMNY
2228
Landmark Wealth Management (New York)
New York
$235K -$246 -1 -0.1%
FIB
2229
First Interstate Bank
Montana
$234K -$57.8K -235 -20%
CCP
2230
Cushing Capital Partners
Wisconsin
$234K – – –
AIA
2231
Allied Investment Advisors
Montana
$233K +$233K +948 New
BFA
2232
Beaumont Financial Advisors
Massachusetts
$233K -$35.4K -144 -13%
IWS
2233
Integrity Wealth Solutions
Colorado
$233K -$1.97K -8 -0.8%
FAL
2234
Focused Alpha LLC
Colorado
$231K +$231K +939 New
LPFG
2235
Landing Point Financial Group
Ohio
$231K +$492 +2 +0.2%
CFO
2236
CVA Family Office
Colorado
$230K – – –
BFWM
2237
Bright Futures Wealth Management
New York
$230K -$1.48K -6 -0.6%
ISWM
2238
Independent Solutions Wealth Management
New York
$230K – – –
RWP
2239
Reliant Wealth Planning
Kentucky
$229K – – –
CPA
2240
Compass Planning Associates
Massachusetts
$228K +$738 +3 +0.3%
BB
2241
Bell Bank
North Dakota
$228K – – –
BCM
2242
Boreal Capital Management
Florida
$228K – – –
MIM
2243
Moseley Investment Management
Florida
$228K +$227K +924 New
AW
2244
Alteri Wealth
California
$227K -$13K -53 -5%
HTIM
2245
Harbour Trust & Investment Management
Indiana
$227K +$227K +924 New
LWM
2246
Luminvest Wealth Management
Arizona
$227K – – –
DDC
2247
DF Dent & Co
Maryland
$227K – – –
MM
2248
Main Management
California
$227K – – –
CWA
2249
Cura Wealth Advisors
Illinois
$227K – – –
VFP
2250
Vilga Financial Planning
New Jersey
$226K +$226K +920 New
88 89
90
91 92