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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
KNFPWM
2351
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$232K +$217K +771 New
SAM
2352
Summit Asset Management
Tennessee
$230K +$215K +766 New
PFA
2353
Professional Financial Advisors
Nebraska
$230K -$88K -313 -29%
SDWIA
2354
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$228K +$214K +760 New
EFG
2355
Embree Financial Group
Illinois
$228K +$213K +759 New
TFP
2356
Triune Financial Partners
Kansas
$228K +$213K +759 New
MWM
2357
Melfa Wealth Management
Massachusetts
$228K +$213K +758 New
MIAS
2358
Mason Investment Advisory Services
Virginia
$228K +$213K +758 New
LTI
2359
Laffer Tengler Investments
Tennessee
$228K +$213K +758 New
FH
2360
FWG Holdings
Florida
$228K +$220K +782 New
MC
2361
Matisse Capital
Oregon
$227K +$213K +757 New
FGC
2362
First Growth Capital
Maryland
$227K +$212K +756 New
W
2363
WorthPointe
California
$227K -$441K -1,569 -68%
RMC
2364
Resources Management Corp
Connecticut
$227K -$74.5K -265 -26%
BL
2365
BFSG LLC
California
$226K – – –
IFA
2366
Index Fund Advisors
California
$226K +$212K +754 New
NCM
2367
Nelson Capital Management
California
$226K -$21.6K -77 -9%
GPWM
2368
Grant Private Wealth Management
California
$226K +$211K +752 New
VCM
2369
Versant Capital Management
Arizona
$226K +$4.21K +15 +2%
CGFA
2370
Colton Groome Financial Advisors
North Carolina
$225K +$211K +750 New
GWL
2371
Generations Wealth LLC
Ohio
$225K +$211K +750 New
SAM
2372
Strategy Asset Managers
California
$225K +$211K +750 New
MHR
2373
Matthew Hamilton Rosenberg
$225K – – –
QIM
2374
Quest Investment Management
Oregon
$224K +$209K +745 New
VFP
2375
Vested Financial Planning
California
$223K +$209K +744 New
93 94
95
96 97