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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
SFG
926
Summit Financial Group
West Virginia
$570K +$565K +3,668 New
GVAG
927
Great Valley Advisor Group
Delaware
$569K -$302K -1,959 -35%
NIM
928
Nicollet Investment Management
Minnesota
$568K – – –
EDRH
929
Edmond de Rothschild Holding
Switzerland
$566K +$141K +915 +34%
CSM
930
CAMG Solamere Management
North Carolina
$565K -$77.4K -502 -12%
PMG
931
Private Management Group
California
$565K -$15.3K -99 -3%
PCMC
932
Private Capital Management (Colorado)
Colorado
$565K +$236K +1,528 +73%
MMHP
933
Murphy Middleton Hinkle & Parker
Georgia
$564K -$8.17K -53 -1%
CCA
934
Conservest Capital Advisors
Pennsylvania
$564K +$1.7K +11 +0.3%
PAM
935
Premier Asset Management
Illinois
$564K +$560K +3,634 New
APSP
936
Asset Planning Services (Pennsylvania)
Pennsylvania
$563K +$11.6K +75 +2%
MIG
937
McGuire Investment Group
Rhode Island
$562K – – –
LJAC
938
L.J. Altfest & Co
New York
$561K +$15.7K +102 +3%
GWS
939
Glassman Wealth Services
Virginia
$560K – – –
AAS
940
Annex Advisory Services
Wisconsin
$559K -$33.1K -215 -6%
NGA
941
Naples Global Advisors
Florida
$559K -$23.1K -150 -4%
PHAM
942
Palisades Hudson Asset Management
Florida
$559K -$2.16K -14 -0.4%
GWA
943
Guidant Wealth Advisors
Illinois
$559K +$154 +1 +0%
CB
944
Community Bank
New York
$556K -$2.31K -15 -0.4%
SIAS
945
Shine Investment Advisory Services
Colorado
$556K – – –
SVWAG
946
Sound View Wealth Advisors Group
Georgia
$554K +$549K +3,561 New
BCA
947
Bay Colony Advisors
Massachusetts
$553K -$462 -3 -0.1%
BWA
948
BDO Wealth Advisors
Florida
$549K -$13.6K -88 -2%
FNT
949
First Nebraska Trust
Nebraska
$549K – – –
VLC
950
Van Leeuwen & Company
New Jersey
$545K -$132K -857 -20%
36 37
38
39 40