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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
DY
751
Dowling & Yahnke
California
$1.58M -$63.8K -404 -4%
SFP
752
Shepherd Financial Partners
Massachusetts
$1.58M -$9.8K -62 -0.6%
CWM
753
Cranbrook Wealth Management
Michigan
$1.57M -$9.8K -62 -0.7%
SCM
754
Shelton Capital Management
Colorado
$1.56M -$18.6K -118 -1%
BAMG
755
Brand Asset Management Group
Missouri
$1.54M -$64.5K -408 -4%
QCG
756
Quadrant Capital Group
Ohio
$1.54M +$549K +3,473 +59%
HSA
757
HBK Sorce Advisory
Pennsylvania
$1.53M +$191K +1,207 +15%
CCM
758
Colorado Capital Management
Colorado
$1.53M -$37.5K -237 -3%
LL
759
LPWM LLC
Minnesota
$1.53M +$1.46M +9,231 New
BCM
760
Brookstone Capital Management
Illinois
$1.53M -$849K -5,372 -37%
RWA
761
Ropes Wealth Advisors
Massachusetts
$1.52M +$120K +762 +9%
AF
762
AtlasMark Financial
Texas
$1.52M – – –
GIA
763
Gladstone Institutional Advisory
Florida
$1.52M -$68.6K -434 -5%
CCG
764
Chatham Capital Group
Georgia
$1.52M +$11.1K +70 +0.8%
MWM
765
Mattern Wealth Management
Kansas
$1.52M +$1.45M +9,167 New
XS
766
XR Securities
Illinois
$1.52M +$1.45M +9,158 New
VWM
767
Venturi Wealth Management
Texas
$1.51M +$766K +4,849 +114%
LB
768
Legacy Bridge
Iowa
$1.5M +$15.6K +99 +1%
AFAS
769
Acorn Financial Advisory Services
Virginia
$1.5M +$1.43M +9,070 New
LBC
770
Lowe Brockenbrough & Co
Virginia
$1.5M +$114K +722 +9%
DTC
771
Davidson Trust Company
Washington
$1.49M +$1.42M +8,974 New
FI
772
FormulaFolio Investments
Michigan
$1.47M -$246K -1,557 -15%
DBT
773
Dubuque Bank & Trust
Iowa
$1.47M +$162K +1,025 +13%
JA
774
JVL Associates
Michigan
$1.46M – – –
LA
775
Lau Associates
Delaware
$1.46M – – –
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