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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
VWM
751
Vector Wealth Management
Minnesota
$370K – – –
PGFC
752
Peapack-Gladstone Financial Corp
New Jersey
$369K -$4.73K -41 -1%
RT
753
Rockland Trust
Massachusetts
$368K +$64.6K +560 +21%
SH
754
Svenska Handelsbanken
Sweden
$368K +$376K +3,260 New
HL
755
HeadInvest LLC
Maine
$360K – – –
DWA
756
Douglass Winthrop Advisors
New York
$360K +$369K +3,200 New
AWA
757
Arete Wealth Advisors
Illinois
$358K +$367K +3,178 New
MCM
758
Maple Capital Management
Vermont
$357K -$2.31K -20 -0.6%
HWM
759
Heartwood Wealth Management
United Kingdom
$355K +$363K +3,149 New
AI
760
Atria Investments
North Carolina
$352K -$150K -1,301 -28%
RO
761
Reservoir Operations
New York
$352K – – –
QC
762
QCM Cayman
Texas
$351K +$359K +3,116 New
PWLP
763
Prio Wealth Limited Partnership
Massachusetts
$349K +$358K +3,100 New
PTB
764
Pioneer Trust Bank
Oregon
$347K – – –
EGA
765
Eagle Global Advisors
Texas
$338K +$346K +3,000 New
I2I
766
Insight 2811 Inc
Illinois
$336K -$14.4K -125 -4%
WRM
767
Westport Resources Management
Connecticut
$335K – – –
CAM
768
Carret Asset Management
New York
$331K – – –
NFG
769
NewFocus Financial Group
Washington
$330K +$42.8K +371 +14%
GCAC
770
Guardian Capital Advisors (Canada)
Ontario, Canada
$330K +$98K +850 +38%
HCM
771
Hollencrest Capital Management
California
$323K +$57.7K +500 +21%
AHC
772
Adell Harriman & Carpenter
Texas
$323K – – –
FB
773
Fulton Bank
Pennsylvania
$322K +$44.9K +389 +16%
CGH
774
Cleary Gull Holdings
Wisconsin
$321K -$161K -1,400 -33%
BA
775
BKS Advisors
Michigan
$321K +$329K +2,848 New
29 30
31
32 33