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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
ST
2326
Somerset Trust
Pennsylvania
$240K +$225K +800 New
TCPG
2327
Trivant Custom Portfolio Group
California
$240K +$225K +800 New
KIM
2328
Kestra Investment Management
Texas
$240K +$225K +799 New
PIA
2329
Panoramic Investment Advisors
Colorado
$240K +$225K +799 New
SFG
2330
Stonebridge Financial Group
California
$239K +$224K +796 New
VW
2331
Vance Wealth
California
$239K +$223K +795 New
SFG
2332
Shum Financial Group
California
$239K +$223K +794 New
TCM
2333
Tandem Capital Management
New Jersey
$237K +$222K +790 New
SCP
2334
Stevens Capital Partners
Nebraska
$237K -$10.7K -38 -5%
NFA
2335
Northwest Financial Advisors
Virginia
$237K +$221K +788 New
KRW
2336
Kaufman Rossin Wealth
Florida
$236K +$223K +795 New
FNWM
2337
Financial Network Wealth Management
Utah
$236K +$221K +787 New
GA
2338
GoalVest Advisory
New York
$236K – – –
ZF
2339
Zhang Financial
Michigan
$235K +$220K +783 New
PFGIA
2340
Patriot Financial Group Insurance Agency
Massachusetts
$235K -$128K -455 -37%
GM
2341
GeoWealth Management
Illinois
$235K -$4.21K -15 -2%
SF
2342
SWP Financial
California
$234K -$8.71K -31 -4%
MCM
2343
McDonough Capital Management
Florida
$234K +$219K +778 New
LWMM
2344
Legacy Wealth Management (Mississippi)
Mississippi
$234K +$219K +778 New
LW
2345
Livet Wealth
Utah
$233K +$218K +776 New
DDC
2346
DF Dent & Co
Maryland
$233K +$218K +774 New
MAM
2347
McLaughlin Asset Management
Illinois
$232K -$38.2K -136 -15%
CFG
2348
Cooper Financial Group
California
$232K +$217K +772 New
FA
2349
Faithward Advisors
Pennsylvania
$232K +$217K +772 New
CSF
2350
Capital Squared Financial
Maryland
$232K +$217K +771 New
92 93
94
95 96