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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
2226
Destination Wealth Management
California
$211K +$217K +953 New
AWMG
2227
ADG Wealth Management Group
Louisiana
$210K +$217K +951 New
CWA
2228
Cascade Wealth Advisors
Washington
$210K – – –
CW
2229
Code Waechter
Florida
$210K – – –
GWAG
2230
Garrett Wealth Advisory Group
Texas
$210K -$39.7K -174 -15%
AW
2231
Alteri Wealth
California
$209K +$216K +946 New
JPLA
2232
Joseph P. Lucia & Associates
New York
$209K +$215K +944 New
GA
2233
Gordian Advisors
Arizona
$209K – – –
LPT
2234
Legacy Private Trust
Wisconsin
$209K +$215K +944 New
RRCM
2235
Rappaport Reiches Capital Management
Illinois
$209K +$215K +944 New
RMCM
2236
Reynders McVeigh Capital Management
Massachusetts
$207K -$22.8K -100 -10%
SIAP
2237
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$207K – – –
CWG
2238
Crown Wealth Group
North Carolina
$206K +$213K +932 New
SIM
2239
Synergy Investment Management
Florida
$205K +$212K +930 New
SAM
2240
Smartleaf Asset Management
Massachusetts
$205K -$19.2K -84 -8%
PFA
2241
Professional Financial Advisors
Nebraska
$205K +$456 +2 +0.2%
RDIA
2242
RE Dickinson Investment Advisors
Iowa
$204K +$17.1K +75 +9%
LWM
2243
Luminvest Wealth Management
Arizona
$204K – – –
MM
2244
Main Management
California
$204K -$7.98K -35 -4%
EPM
2245
Elm Partners Management
Pennsylvania
$204K -$3.65K -16 -2%
NCM
2246
Northwest Capital Management
Oregon
$203K – – –
OL
2247
Optas LLC
Texas
$203K – – –
PFS
2248
Prospect Financial Services
New York
$203K +$209K +918 New
CPA
2249
Compass Planning Associates
Massachusetts
$203K +$209K +917 New
RCM
2250
Ridgepath Capital Management
Tennessee
$202K +$456 +2 +0.2%
88 89
90
91 92