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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
726
Solaris Asset Management
New York
$550K – – –
SE
727
Summit Equities
New Jersey
$547K +$538K +3,884 New
TSS
728
Two Sigma Securities
New York
$543K -$957K -6,913 -64%
CRC
729
Curi RMB Capital
Illinois
$543K -$400K -2,893 -43%
RW
730
Rand Wealth
Maryland
$539K +$312K +2,252 +143%
GS
731
Girard Securities
California
$536K -$626K -4,522 -54%
NWP
732
Northstar Wealth Partners
Connecticut
$532K +$46.9K +339 +10%
OAM
733
Occidental Asset Management
California
$530K -$2.08K -15 -0.4%
SIMM
734
Stillwater Investment Management (Minnesota)
Minnesota
$529K – – –
TIA
735
Tiemann Investment Advisors
California
$528K +$13.8K +100 +3%
CAM
736
Concorde Asset Management
Michigan
$526K -$64.4K -465 -11%
CAM
737
Carret Asset Management
New York
$525K +$195K +1,410 +61%
LNWWM
738
Laird Norton Wetherby Wealth Management
California
$524K – – –
HF
739
HRT Financial
New York
$523K +$22.1K +160 +5%
NFP
740
Narus Financial Partners
Utah
$520K – – –
FNT
741
First Nebraska Trust
Nebraska
$519K – – –
OAM
742
Oppenheimer Asset Management
New York
$518K -$1.67M -12,053 -77%
EFS
743
Essex Financial Services
Connecticut
$518K -$291K -2,102 -36%
SAS
744
Stelac Advisory Services
New York
$518K +$4.84K +35 +1%
FFS
745
Founders Financial Securities
Maryland
$515K -$44.8K -324 -8%
MPI
746
Mairs & Power Inc
Minnesota
$515K – – –
GHA
747
Garcia Hamilton & Associates
Texas
$514K – – –
KL
748
KWMG LLC
Kansas
$513K -$17.4K -126 -3%
PHAM
749
Palisades Hudson Asset Management
Florida
$513K – – –
KIA
750
KCM Investment Advisors
California
$512K -$15.9K -115 -3%
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