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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
WCM
1976
Wealthcare Capital Management
Virginia
$248K -$201 -1 -0.1%
BT
1977
Banque Transatlantique
France
$247K +$231K +1,146 New
GGS
1978
Galvin Gaustad & Stein
Arizona
$247K – – –
AWP
1979
Axis Wealth Partners
Rhode Island
$246K -$22.3K -111 -9%
GWS
1980
Glassman Wealth Services
Virginia
$246K -$15.7K -78 -6%
TCM
1981
TruNorth Capital Management
Michigan
$246K – – –
JAG
1982
Journey Advisory Group
Kentucky
$245K +$2.62K +13 +1%
AWM
1983
Ariadne Wealth Management
California
$245K – – –
SAS
1984
Spurstone Advisory Services
Connecticut
$244K – – –
SPWM
1985
Straight Path Wealth Management
Michigan
$244K – – –
PA
1986
Persium Advisors
Georgia
$244K +$227K +1,129 New
MSFS
1987
Main Street Financial Solutions
Pennsylvania
$243K -$278K -1,381 -55%
RMA
1988
Roffman Miller Associates
Pennsylvania
$243K – – –
NPAN
1989
Northeast Planning Associates NH
New Hampshire
$243K – – –
SIAG
1990
Safeguard Investment Advisory Group
California
$243K +$227K +1,126 New
BSSFA
1991
Baron Silver Stevens Financial Advisors
Florida
$242K – – –
FG
1992
Fairman Group
Pennsylvania
$242K -$1.61K -8 -0.7%
RFW
1993
Rainier Family Wealth
Washington
$242K – – –
NRI
1994
NFP Retirement Inc
California
$241K -$20.1K -100 -8%
VPP
1995
Vertex Planning Partners
Illinois
$241K +$402 +2 +0.2%
BO
1996
Bank OZK
Arkansas
$240K +$224K +1,114 New
SWA
1997
Strategies Wealth Advisors
Michigan
$240K -$147K -729 -40%
LWMM
1998
Legacy Wealth Management (Mississippi)
Mississippi
$240K -$171K -851 -43%
SFGP
1999
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$238K +$6.04K +30 +3%
PFG
2000
Prosperity Financial Group
California
$238K -$8.05K -40 -3%
78 79
80
81 82