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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
AP
751
Atwood & Palmer
Missouri
$568K +$564K +4,129 New
CAM
752
Concorde Asset Management
Michigan
$562K -$973K -7,122 -63%
AT
753
Arden Trust
Delaware
$562K -$88.8K -650 -14%
BAS
754
Brown Advisory Securities
Maryland
$560K – – –
OC
755
Oakworth Capital
Alabama
$553K +$184K +1,350 +50%
CPO
756
Cerity Partners OCIO
New York
$549K -$23.1K -169 -4%
FFS
757
Founders Financial Securities
Maryland
$547K +$4.1K +30 +0.8%
FHB
758
First Hawaiian Bank
Hawaii
$543K -$15.2K -111 -3%
FIMS
759
FBL Investment Management Services
Iowa
$543K – – –
PWLP
760
Prio Wealth Limited Partnership
Massachusetts
$543K – – –
HI
761
Horizon Investments
North Carolina
$541K -$2.19K -16 -0.4%
SAM
762
Solaris Asset Management
New York
$536K – – –
RWP
763
RWA Wealth Partners
Massachusetts
$528K +$525K +3,843 New
OAM
764
Occidental Asset Management
California
$519K – – –
KL
765
KWMG LLC
Kansas
$518K -$1.35M -9,866 -72%
NGA
766
Naples Global Advisors
Florida
$518K – – –
KIA
767
KCM Investment Advisors
California
$516K -$69K -505 -12%
PCM
768
Penn Capital Management
Pennsylvania
$516K -$44K -322 -80%
SIMM
769
Stillwater Investment Management (Minnesota)
Minnesota
$516K +$52.7K +386 +11%
CWM
770
Concentric Wealth Management
California
$515K +$273 +2 +0.1%
LNWWM
771
Laird Norton Wetherby Wealth Management
California
$511K +$123K +903 +32%
GHA
772
Garcia Hamilton & Associates
Texas
$508K – – –
NFP
773
Narus Financial Partners
Utah
$507K – – –
FNT
774
First Nebraska Trust
Nebraska
$506K – – –
MPI
775
Mairs & Power Inc
Minnesota
$503K +$46K +337 +10%
29 30
31
32 33