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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
BFA
751
Bragg Financial Advisors
North Carolina
$245K +$335K +2,779 New
RW
752
Rand Wealth
Maryland
$243K – – –
OIA
753
Optimum Investment Advisors
Illinois
$239K – – –
FPCG
754
Fort Pitt Capital Group
Pennsylvania
$236K +$228K +1,895 New
FFA
755
First Foundation Advisors
California
$235K -$246K -2,038 -52%
BCMO
756
Buckingham Capital Management (Ohio)
Ohio
$235K -$182K -1,510 -44%
CK
757
Carnick & Kubik
Colorado
$234K +$21.9K +182 +11%
NIA
758
Northstar Investment Advisors
Colorado
$232K -$49.3K -409 -18%
RFA
759
Reilly Financial Advisors
California
$228K +$2.53K +21 +1%
MAA
760
Matrix Asset Advisors
New York
$226K +$219K +1,815 New
KFC
761
Klingenstein Fields & Co
New York
$224K +$217K +1,800 New
MHS
762
M Holdings Securities
Oregon
$221K -$10.4K -86 -5%
AC
763
Addison Capital
Pennsylvania
$220K -$1.21K -10 -0.6%
OCG
764
Opus Capital Group
Ohio
$219K +$212K +1,759 New
PAS
765
Professional Advisory Services
Florida
$216K – – –
SWA
766
SFMG Wealth Advisors
Texas
$215K +$208K +1,725 New
FA
767
FC Advisory
Pennsylvania
$214K +$207K +1,721 New
PPCM
768
Pillar Pacific Capital Management
California
$213K +$207K +1,715 New
FT
769
Fiduciary Trust
Massachusetts
$212K +$205K +1,703 New
EWM
770
Empirical Wealth Management
Washington
$210K +$204K +1,690 New
CTA
771
Chesley Taft & Associates
Illinois
$209K – – –
MCM
772
MV Capital Management
Maryland
$209K – – –
VDI
773
Vaughan David Investments
Illinois
$209K – – –
CWM
774
Cabot Wealth Management
Massachusetts
$208K – – –
DC
775
Davenport & Co
Virginia
$204K +$198K +1,644 New
29 30
31
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