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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
GCAC
726
Guardian Capital Advisors (Canada)
Ontario, Canada
$239K +$267K +2,250 New
KPCM
727
Kings Point Capital Management
New York
$235K -$30.6K -258 -11%
WA
728
Winfield Associates
Ohio
$230K – – –
NSIM
729
North Star Investment Management
Illinois
$230K +$2.02K +17 +0.8%
BW
730
Bison Wealth
Georgia
$228K -$9.25K -78 -4%
PL
731
Plancorp LLC
Missouri
$227K -$192K -1,616 -44%
BWP
732
Baldwin Wealth Partners
Massachusetts
$226K – – –
LCP
733
Lombardia Capital Partners
California
$226K +$245K +2,070 New
ID
734
Integral Derivatives
New York
$225K -$551K -4,650 -69%
GWM
735
Gupta Wealth Management
California
$224K -$134K -1,131 -36%
RWM
736
RKL Wealth Management
Pennsylvania
$224K – – –
FAM
737
Formidable Asset Management
Ohio
$223K – – –
PFS
738
Prospera Financial Services
Texas
$222K -$143K -1,209 -37%
B
739
Barings
North Carolina
$218K -$225K -1,900 -49%
PA
740
Pinnacle Associates
New York
$216K -$20.7K -175 -8%
ISB
741
Iowa State Bank
Iowa
$216K – – –
CTA
742
Chesley Taft & Associates
Illinois
$216K +$35.6K +300 +18%
FPCG
743
Fort Pitt Capital Group
Pennsylvania
$211K -$24.2K -204 -10%
KFC
744
Klingenstein Fields & Co
New York
$210K +$474 +4 +0.2%
PG
745
Patten Group
Tennessee
$205K +$178K +1,505 +401%
MM
746
Meridian Management
Arkansas
$205K -$22.5K -190 -9%
PL
747
Parkwood LLC
Ohio
$202K +$219K +1,850 New
CAS
748
Cue Advisory Services
Arizona
$200K -$212K -1,787 -49%
RFA
749
Reilly Financial Advisors
California
$199K – – –
BMM
750
Buffington Mohr McNeal
Idaho
$190K – – –
28 29
30
31 32