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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
GSEP
2551
Golden State Equity Partners
California
– -$214K -968 Closed
SF
2552
SWP Financial
California
– -$213K -966 Closed
SPWG
2553
Syntegra Private Wealth Group
Missouri
– -$213K -965 Closed
TMWM
2554
Taylor & Morgan Wealth Management
Michigan
– -$213K -962 Closed
ECM
2555
Exchange Capital Management
Michigan
– -$211K -956 Closed
MCM
2556
Monarch Capital Management
Indiana
– -$211K -954 Closed
RBWA
2557
RFG - Bristol Wealth Advisors
Massachusetts
– -$211K -954 Closed
AWMG
2558
ADG Wealth Management Group
Louisiana
– -$210K -951 Closed
CWA
2559
Cascade Wealth Advisors
Washington
– -$210K -950 Closed
GWAG
2560
Garrett Wealth Advisory Group
Texas
– -$210K -950 Closed
AW
2561
Alteri Wealth
California
– -$209K -946 Closed
GA
2562
Gordian Advisors
Arizona
– -$209K -944 Closed
JPLA
2563
Joseph P. Lucia & Associates
New York
– -$209K -944 Closed
LPT
2564
Legacy Private Trust
Wisconsin
– -$209K -944 Closed
RRCM
2565
Rappaport Reiches Capital Management
Illinois
– -$209K -944 Closed
RMCM
2566
Reynders McVeigh Capital Management
Massachusetts
– -$207K -939 Closed
SIAP
2567
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
– -$207K -936 Closed
CWG
2568
Crown Wealth Group
North Carolina
– -$206K -932 Closed
PFA
2569
Professional Financial Advisors
Nebraska
– -$205K -928 Closed
LWM
2570
Luminvest Wealth Management
Arizona
– -$204K -924 Closed
EPM
2571
Elm Partners Management
Pennsylvania
– -$204K -921 Closed
OL
2572
Optas LLC
Texas
– -$203K -919 Closed
PFS
2573
Prospect Financial Services
New York
– -$203K -918 Closed
TNBTD
2574
Trustmark National Bank Trust Department
Mississippi
– -$202K -915 Closed
BOC
2575
Blue Oak Capital
California
– -$201K -910 Closed
101 102
103
104 105