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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
ECM
801
Elgethun Capital Management
South Dakota
$705K – – –
RP
802
Riverbridge Partners
Minnesota
$704K +$87.5K +547 +15%
MWM
803
Merriman Wealth Management
Washington
$701K – – –
3C
804
361 Capital
Colorado
$696K +$680K +4,249 New
GIM
805
Goelzer Investment Management
Indiana
$694K -$274K -1,715 -29%
JPG
806
Jordan Park Group
California
$692K -$4.48K -28 -0.7%
MIM
807
Miller Investment Management
Pennsylvania
$685K – – –
TWA
808
TCI Wealth Advisors
Arizona
$684K +$201K +1,257 +43%
MA
809
Mutual Advisors
Nebraska
$682K +$179K +1,122 +37%
ECAM
810
East Coast Asset Management
Massachusetts
$677K – – –
PAMU
811
Pictet Asset Management (UK)
United Kingdom
$672K +$656K +4,100 New
ALIONA
812
Allianz Life Insurance of North America
Minnesota
$662K -$231K -1,441 -26%
PL
813
Plancorp LLC
Missouri
$660K – – –
CCP
814
Corient Capital Partners
California
$659K – – –
DWM
815
Doyle Wealth Management
Florida
$655K +$336K +2,102 +111%
RW
816
Rand Wealth
Maryland
$654K +$3.84K +24 +0.6%
CPSAC
817
Chas P. Smith & Associates (CPS)
Florida
$652K – – –
RMAM
818
Raab & Moskowitz Asset Management
New Jersey
$651K -$77.6K -485 -11%
RWMH
819
Riverpoint Wealth Management Holdings
Illinois
$648K – – –
CG
820
Corundum Group
Colorado
$646K -$15K -94 -2%
TNB
821
Thomasville National Bank
Georgia
$644K -$1.6K -10 -0.3%
PWLP
822
Prio Wealth Limited Partnership
Massachusetts
$642K – – –
CG
823
Caprock Group
Idaho
$636K -$111K -696 -15%
FFA
824
Fragasso Financial Advisors
Pennsylvania
$636K – – –
BFA
825
Bragg Financial Advisors
North Carolina
$636K +$91.2K +570 +17%
31 32
33
34 35