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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
ST
801
Spinnaker Trust
Maine
$917K -$4.62K -30 -0.5%
WPP
802
Whalerock Point Partners
Rhode Island
$916K -$38.5K -250 -4%
BA
803
Birinyi Associates
Connecticut
$915K -$38.5K -250 -4%
PGFC
804
Peapack-Gladstone Financial Corp
New Jersey
$912K +$167K +1,081 +23%
GIA
805
Gladstone Institutional Advisory
Florida
$911K +$577K +3,744 +177%
QCG
806
Quadrant Capital Group
Ohio
$903K – – –
EP
807
Edgestream Partners
New Jersey
$903K +$895K +5,808 New
LWM
808
Lyons Wealth Management
Florida
$902K -$18.7K -121 -2%
MIM
809
Montgomery Investment Management
Maryland
$901K – – –
VFA
810
Voya Financial Advisors
Connecticut
$897K -$42.2K -274 -4%
CG
811
Corundum Group
Colorado
$892K +$6.47K +42 +0.7%
BFM
812
Broadview Financial Management
Wisconsin
$892K +$34.4K +223 +4%
BPCE
813
Bank Pictet & Cie (Europe)
Germany
$884K +$876K +5,686 New
FNBOO
814
First National Bank of Omaha
Nebraska
$880K -$125K -809 -13%
IDA
815
Intelligence Driven Advisers
California
$879K +$871K +5,652 New
SC
816
Savant Capital
Illinois
$877K +$19.4K +126 +2%
APP
817
Avantax Planning Partners
Iowa
$874K +$308 +2 +0%
MWM
818
Mission Wealth Management
California
$871K -$24.2K -157 -3%
SS
819
Sunbelt Securities
Texas
$869K -$48.2K -313 -5%
DC
820
Davenport & Co
Virginia
$863K +$13.9K +90 +2%
SHA
821
Seneca House Advisors
Virginia
$860K +$33.5K +217 +4%
B
822
Bridgeworth
Alabama
$855K +$18.2K +118 +2%
H
823
HoyleCohen
California
$854K +$154 +1 +0%
SSG
824
Summit Securities Group
New York
$840K +$832K +5,400 New
TC
825
TownSquare Capital
Utah
$838K -$81.9K -531 -9%
31 32
33
34 35