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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
IFWM
826
Institute for Wealth Management
Colorado
$1.48M -$1.03M -5,896 -44%
CCM
827
Colorado Capital Management
Colorado
$1.47M +$55.8K +319 +4%
TCBWMS
828
Texas Capital Bank Wealth Management Services
Texas
$1.47M +$1.31M +7,479 New
IFG
829
Investors Financial Group
Minnesota
$1.46M +$214K +1,223 +20%
IFG
830
Independent Financial Group
California
$1.46M -$70.2K -401 -5%
OIA
831
OneDigital Investment Advisors
Kansas
$1.46M +$222K +1,266 +21%
FFN
832
Focus Financial Network
Minnesota
$1.45M -$263K -1,504 -17%
PFA
833
Pettinga Financial Advisors
Indiana
$1.44M +$362K +2,070 +39%
OAM
834
Occidental Asset Management
California
$1.44M +$596K +3,405 +86%
DHFB
835
Dixon Hubard Feinour & Brown
Virginia
$1.44M – – –
CRWM
836
Castle Rock Wealth Management
California
$1.44M +$1.17M +6,686 New
IWA
837
Intercontinental Wealth Advisors
Texas
$1.43M -$86.4K -494 -6%
CM
838
Columbus Macro
Pennsylvania
$1.43M +$1.28M +7,306 New
HSA
839
HBK Sorce Advisory
Pennsylvania
$1.42M -$10.7K -61 -0.8%
WIC
840
Whitegate Investment Counselors
New Hampshire
$1.42M -$157K -895 -11%
JA
841
JVL Associates
Michigan
$1.41M – – –
OPCM
842
Osborne Partners Capital Management
California
$1.4M +$110K +629 +10%
MIM
843
MetLife Investment Management
New Jersey
$1.39M -$8.35M -47,700 -87%
BAMG
844
Brand Asset Management Group
Missouri
$1.39M +$72.3K +413 +6%
MPWT
845
MassMutual Private Wealth & Trust
Connecticut
$1.39M +$78.4K +448 +7%
TK
846
TIAA Kaspick
Massachusetts
$1.38M – – –
VLC
847
Van Leeuwen & Company
New Jersey
$1.38M +$1.23M +7,053 New
FNB
848
Farmers National Bank
Kentucky
$1.37M +$1.22M +6,983 New
AIM
849
Allen Investment Management
New York
$1.37M – – –
BFA
850
Brown Financial Advisory
Alabama
$1.37M +$1.22M +6,982 New
32 33
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