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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
F
826
F3Logic
Minnesota
$831K -$144K -936 -15%
BOS
827
Bingham Osborn & Scarborough
California
$829K +$74.9K +486 +10%
WIC
828
Whitegate Investment Counselors
New Hampshire
$827K +$154 +1 +0%
BFM
829
Boothbay Fund Management
New York
$824K +$817K +5,298 New
CPA
830
Capital Planning Advisors
California
$822K – – –
TH
831
TCTC Holdings
Texas
$814K +$586K +3,800 +265%
GBBWRPM
832
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$810K -$80.2K -520 -9%
BWCS
833
Beirne Wealth Consulting Services
Connecticut
$807K -$150K -971 -16%
AAM
834
Aureus Asset Management
Massachusetts
$801K – – –
GIM
835
Goelzer Investment Management
Indiana
$799K – – –
CPSAC
836
Chas P. Smith & Associates (CPS)
Florida
$799K +$3.08K +20 +0.4%
UBV
837
United Bank (Virginia)
Virginia
$797K – – –
CAL
838
Capital Advisors Ltd
Ohio
$795K +$100K +650 +15%
BA
839
Broadview Advisors
Wisconsin
$793K -$1.09M -7,100 -58%
GIA
840
Guyasuta Investment Advisors
Pennsylvania
$791K – – –
CB
841
CNB Bank
Pennsylvania
$790K +$64.7K +420 +9%
SCA
842
Stonebridge Capital Advisors
Minnesota
$789K -$154K -1,001 -16%
WPC
843
White Pine Capital
Minnesota
$789K -$3.85K -25 -0.5%
GFS
844
GYL Financial Synergies
Connecticut
$785K – – –
AWM
845
Avior Wealth Management
Nebraska
$778K -$10.9K -71 -1%
PFS
846
Prospera Financial Services
Texas
$772K +$764K +4,957 New
FFA
847
Fragasso Financial Advisors
Pennsylvania
$763K -$1.08K -7 -0.1%
GC
848
Grimes & Company
Massachusetts
$756K +$6.01K +39 +0.8%
GLLW
849
Graves Light Lenhart Wealth
Virginia
$755K – – –
GJIC
850
Gamble Jones Investment Counsel
California
$755K +$19.6K +127 +3%
32 33
34
35 36