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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
MAS
2551
Meeder Advisory Services
Ohio
– -$216K -979 Closed
JPWM
2552
Jamison Private Wealth Management
Georgia
– -$215K -973 Closed
MSA
2553
Marathon Strategic Advisors
Pennsylvania
– -$214K -970 Closed
GSEP
2554
Golden State Equity Partners
California
– -$214K -968 Closed
SF
2555
SWP Financial
California
– -$213K -966 Closed
SPWG
2556
Syntegra Private Wealth Group
Missouri
– -$213K -965 Closed
TMWM
2557
Taylor & Morgan Wealth Management
Michigan
– -$213K -962 Closed
ECM
2558
Exchange Capital Management
Michigan
– -$211K -956 Closed
MCM
2559
Monarch Capital Management
Indiana
– -$211K -954 Closed
RBWA
2560
RFG - Bristol Wealth Advisors
Massachusetts
– -$211K -954 Closed
AWMG
2561
ADG Wealth Management Group
Louisiana
– -$210K -951 Closed
CWA
2562
Cascade Wealth Advisors
Washington
– -$210K -950 Closed
GWAG
2563
Garrett Wealth Advisory Group
Texas
– -$210K -950 Closed
AW
2564
Alteri Wealth
California
– -$209K -946 Closed
GA
2565
Gordian Advisors
Arizona
– -$209K -944 Closed
JPLA
2566
Joseph P. Lucia & Associates
New York
– -$209K -944 Closed
LPT
2567
Legacy Private Trust
Wisconsin
– -$209K -944 Closed
RRCM
2568
Rappaport Reiches Capital Management
Illinois
– -$209K -944 Closed
RMCM
2569
Reynders McVeigh Capital Management
Massachusetts
– -$207K -939 Closed
SIAP
2570
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
– -$207K -936 Closed
CWG
2571
Crown Wealth Group
North Carolina
– -$206K -932 Closed
PFA
2572
Professional Financial Advisors
Nebraska
– -$205K -928 Closed
LWM
2573
Luminvest Wealth Management
Arizona
– -$204K -924 Closed
EPM
2574
Elm Partners Management
Pennsylvania
– -$204K -921 Closed
OL
2575
Optas LLC
Texas
– -$203K -919 Closed
101 102
103
104 105