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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
WAG
2401
Windsor Advisory Group
Ohio
$217K – – –
QFW
2402
QTR Family Wealth
Florida
$217K +$203K +721 New
PCM
2403
Prospera Capital Management
Arizona
$216K +$203K +724 New
BCM
2404
Brasada Capital Management
Texas
$215K +$201K +715 New
NQWM
2405
Northwest Quadrant Wealth Management
Oregon
$214K +$200K +713 New
SSWM
2406
Sheets Smith Wealth Management
North Carolina
$213K +$200K +710 New
BM
2407
Berman McAleer
Maryland
$213K +$200K +710 New
FFA
2408
Frazier Financial Advisors
Ohio
$213K +$562 +2 +0.3%
SWA
2409
Strategic Wealth Advisors
Arizona
$213K -$64.6K -230 -21%
MAV
2410
Mason & Associates (Virginia)
Virginia
$212K +$198K +704 New
BFA
2411
Beaumont Financial Advisors
Massachusetts
$211K -$101K -361 -34%
JWS
2412
Juncture Wealth Strategies
Arizona
$211K +$197K +701 New
RWI
2413
Red Wave Investments
Pennsylvania
$211K +$197K +701 New
PCMC
2414
Paragon Capital Management (Colorado)
Colorado
$211K +$197K +700 New
PWA
2415
Physician Wealth Advisors
Utah
$210K +$562 +2 +0.3%
RBWA
2416
RFG - Bristol Wealth Advisors
Massachusetts
$210K +$197K +700 New
PC
2417
Payne Capital
Oregon
$210K +$197K +700 New
GFG
2418
GR Financial Group
Arizona
$210K +$196K +698 New
PPC
2419
Pennington Partners & Co
Maryland
$210K +$196K +698 New
PWA
2420
Phoenix Wealth Advisors
North Carolina
$209K +$196K +696 New
CMI
2421
Clare Market Investments
Texas
$209K -$62.7K -223 -24%
EIA
2422
Edgemoor Investment Advisors
Maryland
$209K +$195K +695 New
FFB
2423
First Financial Bankshares
Texas
$209K +$195K +695 New
DWMS
2424
Dominguez Wealth Management Solutions
Virginia
$208K +$195K +693 New
CIC
2425
Cutler Investment Counsel
Oregon
$208K +$195K +693 New
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97
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