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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
776
Concentric Wealth Management
California
$464K -$62.3K -450 -12%
LA
777
Legacy Advisors
Pennsylvania
$462K +$169K +1,219 +59%
RW
778
REDW Wealth
New Mexico
$459K – – –
PCP
779
Proficio Capital Partners
Massachusetts
$458K – – –
KA
780
Kovack Advisors
Florida
$457K +$449K +3,242 New
WP
781
WealthPLAN Partners
Nebraska
$457K +$449K +3,243 New
LA
782
Lynch & Associates
Indiana
$456K – – –
TDC
783
Thompson Davis & Co
Virginia
$455K -$216K -1,561 -33%
GI
784
Glovista Investments
New Jersey
$455K -$38.8K -280 -8%
CIA
785
CCM Investment Advisers
South Carolina
$451K -$162K -1,170 -27%
MC
786
Moors & Cabot
Massachusetts
$443K +$103K +742 +31%
SCM
787
Schnieders Capital Management
California
$440K -$233K -1,680 -35%
PCTC
788
Perkins Coie Trust Company
Washington
$439K +$316K +2,286 +277%
MC
789
Martin & Co
Tennessee
$438K -$36K -260 -8%
CT
790
Cambridge Trust
Massachusetts
$437K – – –
PTB
791
Pioneer Trust Bank
Oregon
$435K – – –
DA
792
Doliver Advisors
Texas
$433K +$426K +3,075 New
AHC
793
Adell Harriman & Carpenter
Texas
$430K +$109K +785 +35%
PGFC
794
Peapack-Gladstone Financial Corp
New Jersey
$429K +$2.77K +20 +0.7%
RWA
795
River Wealth Advisors
Pennsylvania
$414K -$4.15K -30 -1%
AP
796
Atwood & Palmer
Missouri
$413K -$166K -1,200 -29%
SCA
797
Snowden Capital Advisors
New York
$413K -$4.43K -32 -1%
TWA
798
TCI Wealth Advisors
Arizona
$411K +$53.7K +388 +15%
PI
799
Parkside Investments
Illinois
$409K +$402K +2,905 New
JAFL
800
Jay A. Fishman Ltd
Michigan
$409K -$55.4K -400 -12%
30 31
32
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