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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
BI
2276
Ballast Inc
Kentucky
$205K +$213K +826 New
BWA
2277
BlueSky Wealth Advisors
North Carolina
$204K +$212K +823 New
FP
2278
Fiduciary Planning
Florida
$204K +$212K +822 New
SIC
2279
Sage Investment Counsel
Tennessee
$202K +$210K +816 New
BP
2280
BWM Planning
Texas
$202K – – –
SF
2281
SWP Financial
California
$201K +$209K +810 New
B
2282
Bellecapital
Switzerland
$200K +$208K +808 New
BF
2283
Brooklyn FI
New York
$200K +$208K +808 New
CIA
2284
Cladis Investment Advisory
Montana
$200K +$208K +808 New
PWM
2285
Palacios Wealth Management
Florida
$200K +$186K +720 New
ORC
2286
O'Rourke & Company
Massachusetts
$200K -$64.2K -249 -24%
FCG
2287
Financial Connections Group
California
$200K – – –
CCMI
2288
Creative Capital Management Investments
California
$200K – – –
GM
2289
GeoWealth Management
Illinois
$198K -$258 -1 -0.1%
LFASL
2290
Lugano Financial Advisors SA (LFA)
Switzerland
$197K – – –
SOS
2291
Silver Oak Securities
Tennessee
$196K +$204K +792 New
SIM
2292
Synergy Investment Management
Florida
$196K +$204K +790 New
GA
2293
GoalVest Advisory
New York
$195K -$12.9K -50 -6%
FGAM
2294
Financial Gravity Asset Management
Texas
$188K – – –
JEST
2295
JTC Employer Solutions Trustee
Jersey
$187K +$98K +380 +101%
BL
2296
BFSG LLC
California
$187K – – –
MHR
2297
Matthew Hamilton Rosenberg
$186K -$3.87K -15 -2%
MCI
2298
MRP Capital Investments
Georgia
$185K -$163K -630 -46%
VCM
2299
Versant Capital Management
Arizona
$182K – – –
CTC
2300
Cetera Trust Company
Minnesota
$182K – – –
90 91
92
93 94