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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
SFP
2226
SwitchPoint Financial Planning
Utah
$237K – – –
HSG
2227
Helen Stephens Group
Texas
$237K +$237K +964 New
JLBC
2228
J.L. Bainbridge & Co
Florida
$237K – – –
TFA
2229
Tobias Financial Advisors
Florida
$237K +$1.72K +7 +0.7%
MSA
2230
Marathon Strategic Advisors
Pennsylvania
$236K -$738 -3 -0.3%
VHAM
2231
Van Hulzen Asset Management
California
$236K +$236K +960 New
FWP
2232
Fiduciary Wealth Partners
Massachusetts
$236K +$492 +2 +0.2%
TGIA
2233
Torrey Growth & Income Advisors
California
$236K +$236K +958 New
LWMNY
2234
Landmark Wealth Management (New York)
New York
$235K -$246 -1 -0.1%
FIB
2235
First Interstate Bank
Montana
$234K -$57.8K -235 -20%
CCP
2236
Cushing Capital Partners
Wisconsin
$234K – – –
AIA
2237
Allied Investment Advisors
Montana
$233K +$233K +948 New
BFA
2238
Beaumont Financial Advisors
Massachusetts
$233K -$35.4K -144 -13%
IWS
2239
Integrity Wealth Solutions
Colorado
$233K -$1.97K -8 -0.8%
FAL
2240
Focused Alpha LLC
Colorado
$231K +$231K +939 New
LPFG
2241
Landing Point Financial Group
Ohio
$231K +$492 +2 +0.2%
CFO
2242
CVA Family Office
Colorado
$230K – – –
BFWM
2243
Bright Futures Wealth Management
New York
$230K -$1.48K -6 -0.6%
ISWM
2244
Independent Solutions Wealth Management
New York
$230K – – –
RWP
2245
Reliant Wealth Planning
Kentucky
$229K – – –
CPA
2246
Compass Planning Associates
Massachusetts
$228K +$738 +3 +0.3%
BB
2247
Bell Bank
North Dakota
$228K – – –
BCM
2248
Boreal Capital Management
Florida
$228K – – –
MIM
2249
Moseley Investment Management
Florida
$228K +$227K +924 New
AW
2250
Alteri Wealth
California
$227K -$13K -53 -5%
88 89
90
91 92