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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
NIA
876
Northstar Investment Advisors
Colorado
$298K – – –
RWP
877
RWA Wealth Partners
Massachusetts
$297K -$240K -1,732 -45%
BPCA
878
Bank Pictet & Cie (Asia)
Singapore
$295K – – –
DWM
879
Destination Wealth Management
California
$295K +$15.8K +114 +6%
AC
880
Addison Capital
Pennsylvania
$294K +$17.4K +126 +6%
ISB
881
Iowa State Bank
Iowa
$293K – – –
IFWM
882
Institute for Wealth Management
Colorado
$291K +$285K +2,056 New
WA
883
Winfield Associates
Ohio
$290K – – –
NFG
884
Next Financial Group
Texas
$289K +$121K +875 +74%
PL
885
Plancorp LLC
Missouri
$288K -$512K -3,697 -64%
FCIM
886
Fairview Capital Investment Management
California
$286K – – –
SCM
887
SOL Capital Management
Maryland
$285K +$47.1K +340 +20%
BMC
888
Beaton Management Company
Massachusetts
$285K +$280K +2,025 New
AIP
889
Almanack Investment Partners
Pennsylvania
$283K – – –
JGC
890
J. Goldman & Co
New York
$282K -$2.84M -20,500 -91%
ID
891
Integral Derivatives
New York
$282K -$876K -6,327 -76%
NSIM
892
North Star Investment Management
Illinois
$280K -$6.92K -50 -2%
AF
893
Allworth Financial
California
$279K -$38.6K -279 -12%
MCP
894
Mirador Capital Partners
California
$276K -$29.5K -213 -10%
CA
895
Cornerstone Advisory
Maryland
$276K -$1.94K -14 -0.7%
SKK
896
Shepherd Kaplan Krochuk
Massachusetts
$275K -$401K -2,900 -60%
EB
897
Eastern Bank
Massachusetts
$275K -$30.4K -220 -10%
SCM
898
Shapiro Capital Management
Georgia
$274K -$5.7M -41,213 -95%
IWM
899
IHT Wealth Management
Illinois
$273K – – –
CW
900
Cobiz Wealth
Colorado
$271K -$33.8K -244 -11%
34 35
36
37 38