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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
DWA
951
Douglass Winthrop Advisors
New York
$481K – – –
BCM
952
Brookstone Capital Management
Illinois
$478K +$70.1K +415 +17%
WI
953
Wedgewood Investors
Pennsylvania
$477K -$8.44K -50 -2%
IFA
954
Interactive Financial Advisors
Illinois
$477K -$7.77K -46 -2%
FCIM
955
Fairview Capital Investment Management
California
$476K – – –
SMG
956
Smart Money Group
Texas
$476K +$477K +2,823 New
CAM
957
Concorde Asset Management
Michigan
$470K -$73.9K -438 -14%
KIA
958
KCM Investment Advisors
California
$469K – – –
DLCIG
959
D.L. Carlson Investment Group
New Hampshire
$468K -$2.48M -14,683 -84%
LA
960
Lynch & Associates
Indiana
$468K -$104K -614 -18%
FPFS
961
First Personal Financial Services
North Carolina
$465K +$98.4K +583 +27%
TAM
962
Trillium Asset Management
Massachusetts
$465K +$190K +1,124 +69%
LW
963
Linscomb Wealth
Texas
$464K +$134K +796 +41%
WIA
964
Wealthstreet Investment Advisors
Texas
$461K +$201K +1,190 +77%
GI
965
Glovista Investments
New Jersey
$457K – – –
LC
966
LCNB Corp
Ohio
$456K +$457K +2,705 New
CIAS
967
Capital Investment Advisory Services
North Carolina
$455K -$80.4K -476 -15%
SP
968
Successful Portfolios
Florida
$452K -$11.1K -66 -2%
CSM
969
CAMG Solamere Management
North Carolina
$449K +$22.6K +134 +5%
IIM
970
Ipswich Investment Management
Massachusetts
$447K +$447K +2,650 New
MAA
971
Matrix Asset Advisors
New York
$446K -$2.53K -15 -0.6%
BMM
972
Buffington Mohr McNeal
Idaho
$442K +$75.1K +445 +20%
BFO
973
Biltmore Family Office
North Carolina
$441K – – –
EWA
974
EP Wealth Advisors
California
$441K +$41.5K +246 +10%
TSS
975
Two Sigma Securities
New York
$440K -$65.5M -388,063 -99%
37 38
39
40 41