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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
OPTFSNA
2301
Old Point Trust & Financial Services N A
Virginia
$207K – – –
GWAG
2302
Garrett Wealth Advisory Group
Texas
$206K -$34.9K -142 -14%
MCWA
2303
Meadow Creek Wealth Advisors
Georgia
$206K – – –
CIP
2304
Capital Insight Partners
Arizona
$206K -$52.4K -213 -20%
GA
2305
GoalVest Advisory
New York
$206K -$55.6K -226 -21%
CCP
2306
Cassia Capital Partners
North Carolina
$206K – – –
MWM
2307
Maripau Wealth Management
Indiana
$205K +$205K +834 New
PCP
2308
Proficio Capital Partners
Massachusetts
$205K +$205K +834 New
QFW
2309
QTR Family Wealth
Florida
$205K -$242K -985 -56%
AWA
2310
ARQ Wealth Advisors
Arizona
$204K – – –
NCM
2311
Nelson Capital Management
California
$204K – – –
CGFA
2312
Colton Groome Financial Advisors
North Carolina
$204K – – –
SCP
2313
Stevens Capital Partners
Nebraska
$203K +$203K +827 New
OWM
2314
Opes Wealth Management
California
$203K +$203K +826 New
KFGK
2315
Keystone Financial Group (Kentucky)
Kentucky
$202K +$202K +820 New
PMSA
2316
Patrick M. Sweeney & Associates
Illinois
$201K -$4.92K -20 -2%
BSA
2317
Braun Stacey Associates
New York
$201K +$201K +817 New
BP
2318
BWM Planning
Texas
$200K +$200K +814 New
CCMI
2319
Creative Capital Management Investments
California
$198K – – –
ETS
2320
ESL Trust Services
New York
$198K – – –
FCG
2321
Financial Connections Group
California
$198K – – –
AT
2322
Avalon Trust
New Mexico
$197K – – –
GM
2323
GeoWealth Management
Illinois
$197K -$38.6K -157 -16%
LFASL
2324
Lugano Financial Advisors SA (LFA)
Switzerland
$196K – – –
HWP
2325
Highline Wealth Partners
California
$189K -$36.9K -150 -16%
91 92
93
94 95