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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
CG
826
Caprock Group
Idaho
$636K -$111K -696 -15%
FFA
827
Fragasso Financial Advisors
Pennsylvania
$636K – – –
BFA
828
Bragg Financial Advisors
North Carolina
$636K +$91.2K +570 +17%
OAM
829
Occidental Asset Management
California
$635K – – –
MIH
830
Meitav Investment House
Israel
$633K -$259K -1,616 -46%
PWPS
831
Pinnacle Wealth Planning Services
Ohio
$632K -$119K -743 -16%
AT
832
Arden Trust
Delaware
$626K – – –
UWM
833
USAdvisors Wealth Management
Minnesota
$626K – – –
SCM
834
Schnieders Capital Management
California
$626K +$24K +150 +4%
CB
835
Community Bank
New York
$625K – – –
OSNBOA
836
Old Second National Bank of Aurora
Illinois
$625K +$40K +250 +7%
SWM
837
SVA Wealth Management
Wisconsin
$620K – – –
MMHP
838
Murphy Middleton Hinkle & Parker
Georgia
$615K – – –
TIA
839
Tiemann Investment Advisors
California
$614K – – –
PHAM
840
Palisades Hudson Asset Management
Florida
$612K +$9.28K +58 +2%
AF
841
Arrow Financial
New York
$612K +$24.8K +155 +4%
H
842
HoyleCohen
California
$611K -$30.1K -188 -5%
CAC
843
Certified Advisory Corp
Florida
$610K +$76.1K +476 +15%
WBC
844
West Branch Capital
Massachusetts
$604K +$590K +3,691 New
MCM
845
Mengis Capital Management
Oregon
$603K – – –
NIM
846
Nicollet Investment Management
Minnesota
$598K -$38.4K -240 -6%
PMG
847
Private Management Group
California
$595K -$80K -500 -12%
CCA
848
Conservest Capital Advisors
Pennsylvania
$586K – – –
SFSIG
849
San Francisco Sentry Investment Group
California
$586K +$66.5K +416 +13%
PFGIA
850
Patriot Financial Group Insurance Agency
Massachusetts
$582K -$50.2K -314 -8%
32 33
34
35 36