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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
IA
626
Independence Advisors
Pennsylvania
$1.69M -$49.8K -323 -3%
SWM
627
Sequoia Wealth Management
Illinois
$1.69M -$1.15M -7,489 -41%
MC
628
Middleton & Co
Massachusetts
$1.69M +$56K +363 +3%
CTA
629
Colonial Trust Advisors
South Carolina
$1.68M -$117K -760 -7%
OIM
630
Orca Investment Management
Oregon
$1.67M -$21.7K -141 -1%
FI
631
FormulaFolio Investments
Michigan
$1.66M +$140K +910 +9%
PV
632
Private Vista
Illinois
$1.64M -$90.9K -590 -5%
PCMF
633
Private Capital Management (Florida)
Florida
$1.63M – – –
NB
634
Nicolet Bankshares
Wisconsin
$1.63M -$25.6K -166 -2%
EAM
635
Evanson Asset Management
California
$1.63M -$71.7K -465 -4%
GW
636
GW & Wade
Massachusetts
$1.63M +$79.8K +518 +5%
B
637
Bailard
California
$1.62M +$11.1K +72 +0.7%
RWG
638
Regal Wealth Group
California
$1.6M +$154 +1 +0%
CASB
639
Cape Ann Savings Bank
Massachusetts
$1.6M -$124K -802 -7%
SC
640
SouthState Corp
Florida
$1.59M -$265K -1,722 -14%
FBFS
641
First Business Financial Services
Wisconsin
$1.58M -$115K -748 -7%
SPC
642
Sigma Planning Corp
Michigan
$1.57M -$13.6K -88 -0.9%
BO
643
Bach Option
Hong Kong
$1.57M -$4.8M -31,147 -76%
HCMT
644
Highland Capital Management (Tennessee)
Tennessee
$1.57M -$33.9K -220 -2%
RWM
645
RKL Wealth Management
Pennsylvania
$1.55M -$150K -974 -9%
FCM
646
Force Capital Management
New York
$1.55M -$36.7K -238 -2%
JIR
647
James Investment Research
Ohio
$1.53M -$201K -1,305 -12%
MA
648
Mutual Advisors
Nebraska
$1.53M +$116K +753 +8%
SFP
649
Shepherd Financial Partners
Massachusetts
$1.53M -$3.63M -23,542 -71%
FA
650
Fagan Associates
New York
$1.53M +$16K +104 +1%
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