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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
TI
751
Truepoint Inc
Ohio
$377K +$386K +3,350 New
TNB
752
Thomasville National Bank
Georgia
$376K -$45.9K -398 -11%
NFG
753
Next Financial Group
Texas
$375K -$94K -815 -20%
WI
754
Wedgewood Investors
Pennsylvania
$374K -$14.4K -125 -4%
IMOV
755
Investment Management of Virginia
Virginia
$372K +$381K +3,300 New
VWM
756
Vector Wealth Management
Minnesota
$370K – – –
PGFC
757
Peapack-Gladstone Financial Corp
New Jersey
$369K -$4.73K -41 -1%
RT
758
Rockland Trust
Massachusetts
$368K +$64.6K +560 +21%
SH
759
Svenska Handelsbanken
Sweden
$368K +$376K +3,260 New
HL
760
HeadInvest LLC
Maine
$360K – – –
DWA
761
Douglass Winthrop Advisors
New York
$360K +$369K +3,200 New
AWA
762
Arete Wealth Advisors
Illinois
$358K +$367K +3,178 New
MCM
763
Maple Capital Management
Vermont
$357K -$2.31K -20 -0.6%
HWM
764
Heartwood Wealth Management
United Kingdom
$355K +$363K +3,149 New
AI
765
Atria Investments
North Carolina
$352K -$150K -1,301 -28%
RO
766
Reservoir Operations
New York
$352K – – –
QC
767
QCM Cayman
Texas
$351K +$359K +3,116 New
PWLP
768
Prio Wealth Limited Partnership
Massachusetts
$349K +$358K +3,100 New
PTB
769
Pioneer Trust Bank
Oregon
$347K – – –
EGA
770
Eagle Global Advisors
Texas
$338K +$346K +3,000 New
I2I
771
Insight 2811 Inc
Illinois
$336K -$14.4K -125 -4%
WRM
772
Westport Resources Management
Connecticut
$335K – – –
CAM
773
Carret Asset Management
New York
$331K – – –
NFG
774
NewFocus Financial Group
Washington
$330K +$42.8K +371 +14%
GCAC
775
Guardian Capital Advisors (Canada)
Ontario, Canada
$330K +$98K +850 +38%
29 30
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