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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
WCAMG
576
Woodard & Company Asset Management Group
North Carolina
$5.39M +$5.38M +21,900 New
JWM
577
Jacksonville Wealth Management
Florida
$5.39M +$106K +433 +2%
EGA
578
E&G Advisors
Texas
$5.37M -$26.3K -107 -0.5%
ACA
579
Alpha Capital Advisors
Maine
$5.37M +$5.06M +20,564 New
MCM
580
Manchester Capital Management
Vermont
$5.37M +$371K +1,508 +7%
MIC
581
Meridian Investment Counsel
California
$5.37M +$533K +2,166 +11%
NG
582
Novem Group
New York
$5.34M – – –
AC
583
Addenda Capital
Quebec, Canada
$5.33M +$209K +850 +4%
WIA
584
Wealthedge Investment Advisors
New York
$5.26M -$63.4K -258 -1%
SC
585
Steph & Co
Wisconsin
$5.25M +$118K +481 +2%
GCG
586
Gilbert Capital Group
Maine
$5.25M +$5.24M +21,321 New
MA
587
Montag & Associates
Georgia
$5.24M -$1.44M -5,843 -22%
FMTC
588
Farmers & Merchants Trust Company
California
$5.23M +$242K +986 +5%
TTWM
589
TCV Trust & Wealth Management
Virginia
$5.22M -$37.6K -153 -0.7%
EB
590
Eastern Bank
Massachusetts
$5.2M +$1.59M +6,472 +44%
AAM
591
Ackerman Asset Management
Maryland
$5.17M +$3.44K +14 +0.1%
FNBOO
592
First National Bank of Omaha
Nebraska
$5.17M +$5.12M +20,843 New
NFG
593
Northeast Financial Group
Pennsylvania
$5.17M -$5.73M -23,298 -53%
CPSAC
594
Chas P. Smith & Associates (CPS)
Florida
$5.11M +$1.84M +7,465 +56%
CIC
595
Carnegie Investment Counsel
Ohio
$5.1M +$771K +3,137 +18%
WWC
596
Waypoint Wealth Counsel
Georgia
$5.06M +$39.8K +162 +0.8%
CWM
597
C2C Wealth Management
Arizona
$5.05M -$460K -1,869 -8%
SIM
598
SSI Investment Management
California
$5.03M +$4.18K +17 +0.1%
TBWA
599
Three Bridge Wealth Advisors
California
$5.02M +$291K +1,185 +6%
OIA
600
OneDigital Investment Advisors
Kansas
$4.98M +$13.8K +56 +0.3%
22 23
24
25 26