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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
CAL
2401
Capital Advisors Ltd
Ohio
$79K – – –
PJC
2402
Phillip James Consulting
Minnesota
$79K +$64.7K +251 New
NOI
2403
Newton One Investments
Delaware
$78.7K -$3.1K -12 -4%
SHIM
2404
Stone House Investment Management
Pennsylvania
$76.9K -$4.64K -18 -5%
NF
2405
Napier Financial
Massachusetts
$76.2K +$79.2K +307 New
HPIA
2406
Hamilton Point Investment Advisors
North Carolina
$75.4K -$4.9K -19 -6%
SFC
2407
SYM Financial Corp
Indiana
$74.2K – – –
AWM
2408
Abound Wealth Management
Tennessee
$72.4K +$1.81K +7 +2%
HC
2409
Hoese & Co
Minnesota
$68.2K – – –
RCM
2410
Richardson Capital Management
Wisconsin
$67.9K – – –
MDA
2411
Minot DeBlois Advisors
Massachusetts
$67.5K +$63.7K +247 +988%
DSC
2412
Daytona Street Capital
Missouri
$66.9K +$68.4K +265 New
RTC
2413
Riverview Trust Company
Washington
$66.7K – – –
DF
2414
DecisionPoint Financial
Arizona
$66.2K – – –
HIW
2415
Holos Integrated Wealth
Pennsylvania
$64.7K +$51.6K +200 +357%
HFM
2416
Hartford Financial Management
Connecticut
$64K – – –
AF
2417
Abound Financial
California
$62.7K – – –
AW
2418
Ankerstar Wealth
Texas
$62.5K -$54.9K -213 -46%
M
2419
MOTCO
Texas
$62.5K – – –
CYG
2420
Clean Yield Group
Vermont
$62K – – –
TTIC
2421
Tower Trust & Investment Company
Iowa
$62K – – –
APW
2422
Aventura Private Wealth
Florida
$61.5K +$57.3K +222 +854%
CNBT
2423
Cornerstone National Bank & Trust
Illinois
$61.4K – – –
CFS
2424
CGC Financial Services
Oregon
$60.5K -$6.71K -26 -10%
FF
2425
Frankly Finances
Florida
$60K – – –
95 96
97
98 99