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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
ST
801
Spinnaker Trust
Maine
$907K – – –
DBT
802
Dubuque Bank & Trust
Iowa
$905K -$2.51M -16,695 -74%
SS
803
Sunbelt Securities
Texas
$904K -$64.3K -428 -7%
SWM
804
Segment Wealth Management
Texas
$899K -$35.5K -236 -4%
QCG
805
Quadrant Capital Group
Ohio
$891K -$432K -2,877 -33%
MC
806
Miles Capital
Iowa
$889K -$301 -2 -0%
MIM
807
Montgomery Investment Management
Maryland
$887K – – –
MWM
808
Mission Wealth Management
California
$881K +$70.5K +469 +9%
CAG
809
Crestwood Advisors Group
Massachusetts
$879K +$16.5K +110 +2%
GBBWRPM
810
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$877K -$247K -1,641 -22%
CTC
811
Central Trust Company
Missouri
$874K -$21.2K -141 -2%
CG
812
Corundum Group
Colorado
$872K -$1.3M -8,663 -60%
CGA
813
Crescent Grove Advisors
Illinois
$871K -$2.58M -17,160 -75%
CCM
814
Compton Capital Management
Rhode Island
$863K – – –
SHWM
815
Smith & Howard Wealth Management
Georgia
$863K +$312K +2,079 +58%
APP
816
Avantax Planning Partners
Iowa
$862K -$24.8K -165 -3%
SSW
817
Smith Shellnut Wilson
Mississippi
$848K – – –
SC
818
Savant Capital
Illinois
$844K -$37K -246 -4%
BFM
819
Broadview Financial Management
Wisconsin
$844K +$459K +3,055 +124%
H
820
HoyleCohen
California
$840K +$150 +1 +0%
DC
821
Davenport & Co
Virginia
$836K +$5.71K +38 +0.7%
GVAG
822
Great Valley Advisor Group
Delaware
$828K +$843K +5,608 New
DAS
823
Dynamic Advisor Solutions
Arizona
$826K +$85.2K +567 +12%
B
824
Bridgeworth
Alabama
$824K +$2.25K +15 +0.3%
SHA
825
Seneca House Advisors
Virginia
$821K +$301 +2 +0%
31 32
33
34 35