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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
GA
2351
GoalVest Advisory
New York
$236K – – –
ZF
2352
Zhang Financial
Michigan
$235K +$220K +783 New
PFGIA
2353
Patriot Financial Group Insurance Agency
Massachusetts
$235K -$128K -455 -37%
GM
2354
GeoWealth Management
Illinois
$235K -$4.21K -15 -2%
SF
2355
SWP Financial
California
$234K -$8.71K -31 -4%
MCM
2356
McDonough Capital Management
Florida
$234K +$219K +778 New
LWMM
2357
Legacy Wealth Management (Mississippi)
Mississippi
$234K +$219K +778 New
KFI
2358
Kachkovsky & Fisher Inc
California
$234K +$218K +777 New
LW
2359
Livet Wealth
Utah
$233K +$218K +776 New
DDC
2360
DF Dent & Co
Maryland
$233K +$218K +774 New
MAM
2361
McLaughlin Asset Management
Illinois
$232K -$38.2K -136 -15%
CFG
2362
Cooper Financial Group
California
$232K +$217K +772 New
FA
2363
Faithward Advisors
Pennsylvania
$232K +$217K +772 New
CSF
2364
Capital Squared Financial
Maryland
$232K +$217K +771 New
KNFPWM
2365
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$232K +$217K +771 New
SAM
2366
Summit Asset Management
Tennessee
$230K +$215K +766 New
PFA
2367
Professional Financial Advisors
Nebraska
$230K -$88K -313 -29%
SDWIA
2368
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$228K +$214K +760 New
EFG
2369
Embree Financial Group
Illinois
$228K +$213K +759 New
TFP
2370
Triune Financial Partners
Kansas
$228K +$213K +759 New
MWM
2371
Melfa Wealth Management
Massachusetts
$228K +$213K +758 New
MIAS
2372
Mason Investment Advisory Services
Virginia
$228K +$213K +758 New
LTI
2373
Laffer Tengler Investments
Tennessee
$228K +$213K +758 New
FH
2374
FWG Holdings
Florida
$228K +$220K +782 New
MC
2375
Matisse Capital
Oregon
$227K +$213K +757 New
93 94
95
96 97