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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
426
Copeland Capital Management
Pennsylvania
$5.36M +$5.11M +32,329 New
SFA
427
Sequoia Financial Advisors
Ohio
$5.35M +$143K +905 +3%
OR
428
Olympiad Research
Connecticut
$5.32M +$5.08M +32,137 New
XF
429
XML Financial
Maryland
$5.32M +$5.08M +32,118 New
JGC
430
J. Goldman & Co
New York
$5.31M +$2.79M +17,676 +123%
MIM
431
Miller Investment Management
Pennsylvania
$5.24M -$123K -780 -2%
AIM
432
Aspen Investment Management
Michigan
$5.24M -$42.8K -271 -0.8%
SCM
433
Stordahl Capital Management
Colorado
$5.16M -$26.1K -165 -0.5%
LWM
434
Lyell Wealth Management
California
$5.16M +$149K +940 +3%
FTI
435
Fiduciary Trust International
Massachusetts
$5.15M -$2.09M -13,205 -30%
SC
436
Steph & Co
Wisconsin
$5.14M +$4.9M +31,029 New
PA
437
Paracle Advisors
Washington
$5.11M +$327K +2,068 +7%
BWM
438
BT Wealth Management
Georgia
$5.09M -$57.1K -361 -1%
FNFDCM
439
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$5.09M -$9.01K -57 -0.2%
AWC
440
Abundance Wealth Counselors
Pennsylvania
$5.09M -$40.3K -255 -0.8%
NSCM
441
New South Capital Management
Tennessee
$5.05M -$5.03M -31,805 -51%
PP
442
Pegasus Partners
Wisconsin
$5.01M +$62.7K +397 +1%
BFPW
443
BOK Financial Private Wealth
Colorado
$4.96M +$102K +647 +2%
PWM
444
Perigon Wealth Management
California
$4.96M +$23.9K +151 +0.5%
NEPWA
445
New England Private Wealth Advisors
Massachusetts
$4.95M +$13.6K +86 +0.3%
TTWM
446
TCV Trust & Wealth Management
Virginia
$4.92M -$187K -1,181 -4%
BPB
447
Badgley, Phelps & Bell
Washington
$4.91M -$195K -1,235 -4%
PGWM
448
Parisi Gray Wealth Management
New Jersey
$4.88M +$15.6K +99 +0.3%
SCM
449
SOL Capital Management
Maryland
$4.86M +$2.63M +16,661 +132%
OAM
450
Oppenheimer Asset Management
New York
$4.84M +$820K +5,189 +22%
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