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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
NFC
751
Northeast Financial Consultants
Connecticut
$1.04M +$152K +900 +17%
EA
752
Elm Advisors
California
$1.03M – – –
AIC
753
Ayalon Insurance Company
Israel
$1.03M +$582K +3,448 +122%
UFF
754
USA Financial Formulas
Michigan
$1.02M +$140K +831 +15%
RIS
755
Retirement Income Solutions
Michigan
$1.02M +$54.7K +324 +6%
ST
756
Spinnaker Trust
Maine
$1.01M +$111K +655 +12%
ONST
757
Old North State Trust
North Carolina
$1.01M +$1.02M +6,029 New
SCA
758
Stonebridge Capital Advisors
Minnesota
$1.01M – – –
WHG
759
Westwood Holdings Group
Texas
$1M – – –
PL
760
Parthenon LLC
Kentucky
$994K -$58.8K -348 -6%
AWM
761
Altium Wealth Management
New York
$992K -$54.9K -325 -5%
MC
762
Miles Capital
Iowa
$980K -$844 -5 -0.1%
MIM
763
Montgomery Investment Management
Maryland
$976K +$978K +5,792 New
SC
764
Savant Capital
Illinois
$970K +$46.6K +276 +5%
TH
765
TCTC Holdings
Texas
$966K – – –
BPCA
766
Bank Pictet & Cie (Asia)
Singapore
$962K – – –
WCM
767
Wealthcare Capital Management
Virginia
$962K +$8.95K +53 +0.9%
SIMM
768
Stillwater Investment Management (Minnesota)
Minnesota
$948K +$3.38K +20 +0.4%
WPC
769
White Pine Capital
Minnesota
$947K +$8.44K +50 +0.9%
MCM
770
Murphy Capital Management
New Jersey
$947K +$409K +2,424 +76%
NL
771
NWAM LLC
Washington
$940K +$79.9K +473 +9%
AP
772
Advisor Partners
California
$930K +$931K +5,516 New
BAM
773
Berkshire Asset Management
Pennsylvania
$929K -$129K -765 -12%
RT
774
Rockland Trust
Massachusetts
$916K +$33.6K +199 +4%
WAG
775
Winthrop Advisory Group
Massachusetts
$913K -$17.9K -106 -2%
29 30
31
32 33