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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
BB
1901
Burford Brothers
Texas
$250K -$57.8K -270 -19%
AWM
1902
Ariadne Wealth Management
California
$250K – – –
PG
1903
Patten Group
Tennessee
$250K -$64K -299 -21%
SPWM
1904
Straight Path Wealth Management
Michigan
$250K +$242K +1,130 New
FWM
1905
ForthRight Wealth Management
Georgia
$249K -$41.7K -195 -15%
FWM
1906
FSA Wealth Management
Massachusetts
$249K +$241K +1,128 New
RMA
1907
Roffman Miller Associates
Pennsylvania
$249K – – –
RFP
1908
Root Financial Partners
California
$249K +$241K +1,126 New
FG
1909
Fairman Group
Pennsylvania
$249K -$24.8K -116 -9%
CIP
1910
Capital Insight Partners
Arizona
$249K – – –
GWAG
1911
Garrett Wealth Advisory Group
Texas
$248K +$27.6K +129 +13%
CWP
1912
Core Wealth Partners
California
$248K +$5.99K +28 +3%
CGFA
1913
Colton Groome Financial Advisors
North Carolina
$248K +$240K +1,121 New
TWA
1914
Talisman Wealth Advisors
New Jersey
$247K – – –
FGC
1915
Financial Gravity Companies
Texas
$246K +$239K +1,115 New
TNA
1916
True North Advisors
Texas
$246K -$43.9K -205 -16%
TAM
1917
TCP Asset Management
Ohio
$246K -$3.21K -15 -1%
WCM
1918
Wealthcare Capital Management
Virginia
$245K -$214 -1 -0.1%
CWM
1919
Cabot Wealth Management
Massachusetts
$245K – – –
CA
1920
Cortland Associates
Missouri
$245K – – –
WMWM
1921
Whitaker-Myers Wealth Managers
Ohio
$245K -$366K -1,712 -61%
JSL
1922
JT Stratford LLC
Georgia
$244K +$236K +1,105 New
EHC
1923
Everett Harris & Co
California
$244K -$2.14K -10 -0.9%
HR
1924
Howe & Rusling
New York
$244K +$8.56K +40 +4%
JCM
1925
Jag Capital Management
Missouri
$243K – – –
75 76
77
78 79