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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
DBRC
1051
D.B. Root & Company
Pennsylvania
$247K +$251K +1,628 New
GAG
1052
GM Advisory Group
New York
$246K -$82.2K -532 -25%
WPA
1053
West Paces Advisors
Georgia
$246K – – –
VA
1054
Valmark Advisers
Ohio
$244K +$21.8K +141 +10%
BFIC
1055
Bedell Frazier Investment Counselling
California
$244K +$248K +1,608 New
HR
1056
Howe & Rusling
New York
$243K -$189K -1,221 -43%
DAC
1057
Dividend Assets Capital
South Carolina
$242K – – –
GG
1058
Greenwood Gearhart
Arkansas
$237K – – –
IF
1059
IRON Financial
Illinois
$235K -$71.4K -462 -23%
WP
1060
WMS Partners
Maryland
$235K – – –
SGAM
1061
Steinberg Global Asset Management
Florida
$235K +$34K +220 +17%
GCM
1062
Gables Capital Management
Florida
$233K +$237K +1,535 New
RCG
1063
Ruggie Capital Group
Florida
$230K – – –
LW
1064
Linscomb Wealth
Texas
$229K +$233K +1,509 New
VFPI
1065
Vantage Financial Partners (Illinois)
Illinois
$228K – – –
NPF
1066
Norris Perne & French
Michigan
$227K -$7.41K -48 -3%
SCA
1067
STALEY CAPITAL ADVISERS
Pennsylvania
$225K – – –
STMM
1068
South Texas Money Management
Texas
$223K – – –
WP
1069
WealthPLAN Partners
Nebraska
$222K -$66.9K -433 -23%
FIMS
1070
FBL Investment Management Services
Iowa
$221K – – –
BG
1071
Bollard Group
Massachusetts
$221K +$618 +4 +0.3%
LFA
1072
Legacy Financial Advisors
Kentucky
$220K – – –
VWA
1073
V Wealth Advisors
Kansas
$220K +$230K +1,487 New
DWM
1074
Destination Wealth Management
California
$219K -$122K -789 -35%
BWA
1075
BlueSky Wealth Advisors
North Carolina
$218K – – –
41 42
43
44 45