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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
EK
776
Evensky & Katz
Florida
$980K +$4.93K +32 +0.5%
RPGK
777
Retirement Planning Group (Kansas)
Kansas
$975K -$23.3K -151 -2%
MPWT
778
MassMutual Private Wealth & Trust
Connecticut
$972K -$12.3K -80 -1%
NCM
779
Next Capital Management
New York
$969K -$22.4K -145 -2%
LIC
780
Lodestar Investment Counsel
Illinois
$967K – – –
PO
781
Private Ocean
California
$967K +$771 +5 +0.1%
ACS
782
Archford Capital Strategies
Illinois
$966K -$129K -840 -12%
TFGT
783
TS Financial Group (TSFG)
Illinois
$962K -$188K -1,220 -16%
RT
784
Rockland Trust
Massachusetts
$961K +$38.2K +248 +4%
AC
785
Abbrea Capital
California
$952K -$234K -1,515 -20%
WAG
786
Winthrop Advisory Group
Massachusetts
$952K -$3.08K -20 -0.3%
LFA
787
Landmark Financial Advisors
Kentucky
$948K -$17.7K -115 -2%
ONST
788
Old North State Trust
North Carolina
$946K +$154 +1 +0%
CTC
789
Central Trust Company
Missouri
$943K +$58.6K +380 +7%
MFT
790
Moisand Fitzgerald Tamayo
Florida
$941K -$11.3K -73 -1%
GSWM
791
Golden State Wealth Management
California
$932K -$925 -6 -0.1%
MIA
792
MainStreet Investment Advisors
Illinois
$932K +$924K +5,996 New
SWM
793
SeaCrest Wealth Management
New York
$929K -$90.8K -589 -9%
DAS
794
Dynamic Advisor Solutions
Arizona
$925K +$86K +558 +10%
SWM
795
Segment Wealth Management
Texas
$924K +$9.71K +63 +1%
ST
796
Spinnaker Trust
Maine
$917K -$4.62K -30 -0.5%
WPP
797
Whalerock Point Partners
Rhode Island
$916K -$38.5K -250 -4%
BA
798
Birinyi Associates
Connecticut
$915K -$38.5K -250 -4%
PGFC
799
Peapack-Gladstone Financial Corp
New Jersey
$912K +$167K +1,081 +23%
GIA
800
Gladstone Institutional Advisory
Florida
$911K +$577K +3,744 +177%
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