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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
526
Perigon Wealth Management
California
$952K +$36.4K +302 +4%
LA
527
Lynch & Associates
Indiana
$945K -$1.1M -9,101 -55%
1IA
528
1834 Investment Advisors
Wisconsin
$944K – – –
WP
529
WealthPLAN Partners
Nebraska
$939K +$927K +7,693 New
NCM
530
Neumann Capital Management
California
$938K – – –
SCM
531
SCS Capital Management
Massachusetts
$937K -$83.2K -690 -8%
MJRIC
532
Mogy Joel R Investment Counsel
California
$933K -$24.1K -200 -3%
PA
533
Paracle Advisors
Washington
$924K -$220K -1,824 -20%
AAM
534
Aureus Asset Management
Massachusetts
$915K +$284K +2,352 +47%
RMAM
535
Raab & Moskowitz Asset Management
New Jersey
$911K -$21.5K -178 -2%
DIA
536
Denver Investment Advisors
Colorado
$900K +$872K +7,238 New
TFF
537
The Family Firm
Maryland
$899K +$90K +747 +12%
PAS
538
Partnervest Advisory Services
California
$883K -$663K -5,504 -44%
EA
539
Elm Advisors
California
$881K -$3.01K -25 -0.4%
BFM
540
Boothbay Fund Management
New York
$877K -$8.44M -69,980 -91%
SC
541
Scotia Capital
Ontario, Canada
$875K +$81.6K +677 +11%
CFA
542
CT Financial Advisors
Pennsylvania
$872K -$4.82K -40 -0.6%
FUBT
543
First United Bank & Trust
Maryland
$872K -$7.23K -60 -0.8%
CA
544
Cullinan Associates
Kentucky
$868K +$841K +6,980 New
GA
545
GFS Advisors
Texas
$864K -$101K -838 -11%
BOS
546
Bingham Osborn & Scarborough
California
$857K -$1.33K -11 -0.2%
FHB
547
First Hawaiian Bank
Hawaii
$856K -$78.8K -654 -9%
FF
548
Friedenthal Financial
New Jersey
$851K – – –
BC
549
Bartlett & Co
Ohio
$850K +$74.1K +615 +10%
CAW
550
Cornerstone Advisors (Washington)
Washington
$844K -$133K -1,102 -14%
20 21
22
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