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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
851
Cornerstone Advisory
Maryland
$226K +$232K +2,011 New
B
852
Barings
North Carolina
$225K – – –
OIA
853
Optimum Investment Advisors
Illinois
$224K -$70.7K -613 -24%
RWM
854
RKL Wealth Management
Pennsylvania
$224K -$6.92K -60 -3%
ISB
855
Iowa State Bank
Iowa
$223K – – –
FAM
856
Formidable Asset Management
Ohio
$222K – – –
MM
857
Meridian Management
Arkansas
$221K +$9.8K +85 +5%
BO
858
Bach Option
Hong Kong
$221K +$227K +1,964 New
BMM
859
Buffington Mohr McNeal
Idaho
$219K +$23K +199 +11%
TWA
860
TCI Wealth Advisors
Arizona
$216K +$22.4K +194 +11%
LGWM
861
Litman Gregory Wealth Management
California
$216K +$222K +1,921 New
CPIM
862
Columbia Partners Investment Management
Virginia
$215K +$221K +1,915 New
WA
863
Wealth Architects
California
$214K +$219K +1,900 New
CCM
864
Cribstone Capital Management
Maine
$213K +$219K +1,900 New
BWP
865
Baldwin Wealth Partners
Massachusetts
$212K -$21.3K -185 -9%
FFA
866
First Foundation Advisors
California
$209K -$269K -2,330 -56%
AGA
867
Accuvest Global Advisors
Utah
$209K +$215K +1,860 New
CF
868
Corrigan Financial
Rhode Island
$208K +$213K +1,849 New
AA
869
Alesco Advisors
New York
$208K +$213K +1,850 New
OWM
870
Orgel Wealth Management
Wisconsin
$206K +$211K +1,831 New
CK
871
Carnick & Kubik
Colorado
$205K -$51.7K -448 -20%
MCM
872
MV Capital Management
Maryland
$189K -$115K -1,000 -37%
CSS
873
Cubist Systematic Strategies
Connecticut
$189K +$194K +1,682 New
SC
874
Skylands Capital
Wisconsin
$180K – – –
VCM
875
Versant Capital Management
Arizona
$169K +$173K +1,501 New
33 34
35
36 37