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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
WPC
751
White Pine Capital
Minnesota
$815K +$127K +846 +19%
F
752
Filament
Washington
$806K -$200K -1,333 -20%
APP
753
Avantax Planning Partners
Iowa
$804K -$77.4K -515 -9%
JGIA
754
Jackson Grant Investment Advisers
Connecticut
$803K +$78.4K +522 +11%
VDFA
755
Vickerman & Driscoll Financial Advisors
Washington
$803K +$792K +5,270 New
PP
756
Patten & Patten
Tennessee
$800K +$113K +749 +17%
DC
757
Davenport & Co
Virginia
$798K +$46.7K +311 +6%
BA
758
Birinyi Associates
Connecticut
$798K +$90.1K +600 +13%
GC
759
Garde Capital
Washington
$798K +$786K +5,232 New
FLA
760
Financial Life Advisors
Texas
$798K +$786K +5,233 New
NL
761
NWAM LLC
Washington
$789K +$12K +80 +2%
AWM
762
Avior Wealth Management
Nebraska
$786K – – –
LIC
763
Lodestar Investment Counsel
Illinois
$784K -$327K -2,177 -30%
WCM
764
Windsor Capital Management
Arizona
$784K -$37.3K -248 -5%
OFG
765
Oxford Financial Group
Indiana
$781K +$261K +1,736 +51%
WA
766
Wasatch Advisors
Utah
$776K +$764K +5,087 New
TFF
767
The Family Firm
Maryland
$774K -$25.4K -169 -3%
APSP
768
Asset Planning Services (Pennsylvania)
Pennsylvania
$774K -$21.3K -142 -3%
NFC
769
Northeast Financial Consultants
Connecticut
$767K +$447K +2,974 +144%
FNB
770
Farmers National Bank
Kentucky
$766K +$132K +881 +21%
SWM
771
SeaCrest Wealth Management
New York
$761K +$750K +4,990 New
ECAM
772
East Coast Asset Management
Massachusetts
$760K -$18.9K -126 -2%
PI
773
Parkside Investments
Illinois
$752K +$392K +2,607 +112%
GJIC
774
Gamble Jones Investment Counsel
California
$751K +$751 +5 +0.1%
JIR
775
James Investment Research
Ohio
$750K -$186K -1,236 -20%
29 30
31
32 33