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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
IG
601
ING Group
Netherlands
$1.08M -$1.09M -7,851 -50%
WTB
602
Washington Trust Bank
Washington
$1.08M -$19.8K -143 -2%
DJSG
603
D.J. St. Germain
Massachusetts
$1.08M -$11.1K -80 -1%
SPC
604
Sigma Planning Corp
Michigan
$1.06M -$3.16M -22,867 -75%
RPGK
605
Retirement Planning Group (Kansas)
Kansas
$1.05M -$70.6K -510 -6%
EK
606
Evensky & Katz
Florida
$1.05M -$70.3K -508 -6%
KWM
607
Kingsview Wealth Management
Oregon
$1.05M +$56.5K +408 +6%
JIR
608
James Investment Research
Ohio
$1.04M -$4.21M -30,447 -80%
MJRIC
609
Mogy Joel R Investment Counsel
California
$1.04M +$60.1K +434 +6%
HCMT
610
Highland Capital Management (Tennessee)
Tennessee
$1.04M +$35.8K +259 +4%
FA
611
Fagan Associates
New York
$1.04M +$232K +1,675 +30%
CFG
612
Citizens Financial Group
Rhode Island
$1.03M -$92.7K -670 -8%
QCM
613
Quadrant Capital Management
New Jersey
$1.03M -$24.2K -175 -2%
DW
614
Domani Wealth
Pennsylvania
$1.02M -$56.6K -409 -5%
LIC
615
Lodestar Investment Counsel
Illinois
$1.01M +$10.4K +75 +1%
NA
616
NewEdge Advisors
Louisiana
$1.01M +$150K +1,082 +18%
CWM
617
Cranbrook Wealth Management
Michigan
$1.01M +$25.2K +182 +3%
ST
618
Sabal Trust
Florida
$1M +$52.6K +380 +6%
FPCM
619
Financial Partners Capital Management
New York
$1M – – –
CAW
620
Cornerstone Advisors (Washington)
Washington
$1M -$12.3K -89 -1%
AAM
621
Aureus Asset Management
Massachusetts
$992K -$160K -1,155 -14%
BFO
622
Boston Family Office
Massachusetts
$991K – – –
SCA
623
Stonebridge Capital Advisors
Minnesota
$986K – – –
IP
624
Investment Partners
Ohio
$981K +$12.5K +90 +1%
UBWV
625
United Bank (West Virginia)
West Virginia
$977K +$15.8K +114 +2%
23 24
25
26 27