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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
VSWA
851
Vontobel Swiss Wealth Advisors
Switzerland
$664K – – –
OIA
852
Optimum Investment Advisors
Illinois
$659K -$400K -2,686 -32%
CFGS
853
Concourse Financial Group Securities
Alabama
$656K -$1.43M -9,617 -63%
LWA
854
Lowe Wealth Advisors
Maryland
$656K +$844K +5,660 +8,324%
ED
855
Exane Derivatives
France
$655K +$529K +3,550 +163%
BPCE
856
Bank Pictet & Cie (Europe)
Germany
$651K – – –
CCM
857
Compton Capital Management
Rhode Island
$647K -$67.1K -450 -7%
RZH
858
Relyea Zuckerberg Hanson
Connecticut
$644K +$839K +5,630 New
FDCDDQ
859
Federation des caisses Desjardins du Quebec
Quebec, Canada
$642K -$26.8K -180 -3%
JWCA
860
J.W. Cole Advisors
Florida
$640K -$6.17M -41,376 -88%
WIC
861
Whitegate Investment Counselors
New Hampshire
$637K +$18.5K +124 +2%
MFGP
862
Marshall Financial Group (Pennsylvania)
Pennsylvania
$634K -$128K -859 -13%
CPSAC
863
Chas P. Smith & Associates (CPS)
Florida
$633K -$2.98K -20 -0.4%
NSCM
864
New South Capital Management
Tennessee
$630K -$3.72M -24,960 -82%
NFG
865
Next Financial Group
Texas
$629K -$916K -6,142 -53%
PB
866
Pinnacle Bancorp
Nebraska
$626K +$120K +803 +17%
CPC
867
Consolidated Planning Corp
Georgia
$625K +$814K +5,460 New
AMC
868
Asset Management Corp
Illinois
$624K -$200K -1,343 -20%
QCM
869
Quest Capital Management
Texas
$624K -$3.88K -26 -0.5%
BIA
870
Bigelow Investment Advisors
Maine
$623K -$278K -1,866 -26%
GSWM
871
Golden State Wealth Management
California
$621K +$809K +5,429 New
KCM
872
Kennedy Capital Management
Missouri
$618K -$1.93M -12,928 -71%
WCM
873
Windsor Capital Management
Arizona
$618K +$130K +872 +19%
BWCS
874
Beirne Wealth Consulting Services
Connecticut
$614K +$19.8K +133 +3%
AAM
875
Autus Asset Management
Arizona
$610K -$171K -1,150 -18%
33 34
35
36 37