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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
CSIA
776
Charles Schwab Investment Advisory
California
$657K -$197K -1,275 -23%
ECM
777
Elgethun Capital Management
South Dakota
$655K -$7.1K -46 -1%
MWM
778
Merriman Wealth Management
Washington
$650K -$4.53M -29,337 -87%
CPA
779
Capital Planning Advisors
California
$650K +$20.1K +130 +3%
AWM
780
Altium Wealth Management
New York
$648K -$12.8K -83 -2%
DP
781
Denver PWM
Colorado
$646K -$32.7K -212 -5%
JPG
782
Jordan Park Group
California
$646K -$23.2K -150 -3%
BFEC
783
Benjamin F. Edwards & Company
Missouri
$646K +$161K +1,040 +32%
CT
784
CPF Texas
Texas
$638K +$111K +718 +21%
NFG
785
Next Financial Group
Texas
$637K +$648K +4,193 New
MIM
786
Miller Investment Management
Pennsylvania
$635K – – –
CAS
787
Cue Advisory Services
Arizona
$629K -$15.3K -99 -2%
EFS
788
Essex Financial Services
Connecticut
$629K +$640K +4,142 New
ECAM
789
East Coast Asset Management
Massachusetts
$628K -$131K -849 -17%
PMG
790
Private Management Group
California
$628K – – –
RM
791
Resource Management
Louisiana
$616K +$18.7K +121 +3%
CG
792
Corundum Group
Colorado
$613K +$67.3K +436 +12%
AHC
793
Adell Harriman & Carpenter
Texas
$613K +$152K +985 +32%
CCP
794
Corient Capital Partners
California
$611K -$98.7K -639 -14%
PL
795
Plancorp LLC
Missouri
$611K +$293K +1,896 +89%
DAS
796
Dynamic Advisor Solutions
Arizona
$608K +$618K +4,002 New
CPSAC
797
Chas P. Smith & Associates (CPS)
Florida
$605K -$1.24K -8 -0.2%
RW
798
Rand Wealth
Maryland
$602K +$7.26K +47 +1%
RWMH
799
Riverpoint Wealth Management Holdings
Illinois
$601K +$208K +1,348 +52%
TNB
800
Thomasville National Bank
Georgia
$599K +$31.2K +202 +5%
30 31
32
33 34