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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
BCMLT
1676
Beacon Capital Management LLC (Tennessee)
Tennessee
$686K +$74.7K +266 +13%
ACP
1677
Arcus Capital Partners
Georgia
$686K -$696K -2,476 -52%
OAS
1678
Optivise Advisory Services
Tennessee
$683K -$8.15K -29 -1%
SFG
1679
Sovereign Financial Group
Connecticut
$681K -$22.5K -80 -3%
BMWM
1680
Brown Miller Wealth Management
Virginia
$681K -$843 -3 -0.1%
VFG
1681
V2 Financial group
Illinois
$680K -$109K -389 -15%
AA
1682
Argent Advisors
Louisiana
$679K -$101K -358 -14%
UFAC
1683
Urban Financial Advisory Corp
Illinois
$679K -$56.8K -202 -8%
CCT
1684
Capital City Trust
Florida
$678K +$634K +2,257 New
CCC
1685
Compass Capital Corp
Massachusetts
$672K -$1.97K -7 -0.3%
WCM
1686
Winthrop Capital Management
Indiana
$671K -$71.4K -254 -10%
PAM
1687
PVG Asset Management
Colorado
$670K -$1.41K -5 -0.2%
IAA
1688
Independent Advisor Alliance
North Carolina
$667K -$26.9M -95,698 -98%
JSC
1689
Jackson Square Capital
California
$667K +$212K +754 +51%
CNBOF
1690
City National Bank of Florida
Florida
$666K +$623K +2,216 New
PF
1691
Penney Financial
Texas
$662K – – –
QC
1692
Quent Capital
New York
$661K +$113K +402 +22%
BHWM
1693
Bar Harbor Wealth Management
New Hampshire
$660K – – –
EW
1694
Elyxium Wealth
California
$660K -$7.03K -25 -1%
AHC
1695
Adell Harriman & Carpenter
Texas
$658K -$43.3K -154 -7%
GCM
1696
Gables Capital Management
Florida
$656K +$2.81K +10 +0.5%
RDWM
1697
Red Door Wealth Management
Tennessee
$655K +$120K +427 +24%
SSW
1698
Stone Summit Wealth
Florida
$654K – – –
IIA
1699
Integral Investment Advisors
California
$651K – – –
PCA
1700
Prosperity Capital Advisors
Ohio
$649K -$567K -2,016 -48%
66 67
68
69 70