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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
EA
826
Elm Advisors
California
$818K – – –
ONST
827
Old North State Trust
North Carolina
$816K +$10.7K +72 +1%
BP
828
BBR Partners
New York
$809K +$537K +3,600 +147%
BMCM
829
Bryn Mawr Capital Management
Pennsylvania
$803K -$81K -543 -8%
SCA
830
Stonebridge Capital Advisors
Minnesota
$803K – – –
WHG
831
Westwood Holdings Group
Texas
$797K – – –
ST
832
Spinnaker Trust
Maine
$793K -$12.8K -86 -1%
LWM
833
Lyons Wealth Management
Florida
$792K -$145K -972 -14%
VCA
834
Verdence Capital Advisors
Maryland
$784K +$123K +825 +16%
CTC
835
Central Trust Company
Missouri
$783K +$164K +1,098 +23%
RWMH
836
Riverpoint Wealth Management Holdings
Illinois
$781K +$279K +1,869 +47%
MC
837
Miles Capital
Iowa
$778K -$746 -5 -0.1%
MIM
838
Montgomery Investment Management
Maryland
$776K – – –
APP
839
Avantax Planning Partners
Iowa
$776K +$76.7K +514 +10%
SC
840
Savant Capital
Illinois
$771K – – –
SIMM
841
Stillwater Investment Management (Minnesota)
Minnesota
$758K +$5.37K +36 +0.6%
CFG
842
Cooper Financial Group
California
$758K +$845K +5,664 New
CCM
843
Compton Capital Management
Rhode Island
$755K -$881K -5,905 -51%
CAG
844
Crestwood Advisors Group
Massachusetts
$754K +$629K +4,215 +298%
KA
845
Kovack Advisors
Florida
$748K +$28.4K +190 +4%
GIM
846
Goelzer Investment Management
Indiana
$747K +$208K +1,397 +33%
SSW
847
Smith Shellnut Wilson
Mississippi
$742K -$1.8M -12,056 -69%
WPP
848
Whalerock Point Partners
Rhode Island
$742K -$148K -994 -15%
NL
849
NWAM LLC
Washington
$742K -$5.07K -34 -0.6%
AFS
850
Access Financial Services
Minnesota
$738K +$557K +3,733 +210%
32 33
34
35 36