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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
AWE
976
Avidian Wealth Enterprises
Texas
$220K -$58.7K -417 -22%
SFWA
977
Summit Financial Wealth Advisors
Louisiana
$220K – – –
VCM
978
Vision Capital Management
Oregon
$218K -$52.8K -375 -20%
PIM
979
Penobscot Investment Management
Massachusetts
$217K – – –
RCAMU
980
Rothschild & Co Asset Management US
Connecticut
$217K +$206K +1,463 New
AIS
981
American Investment Services
Massachusetts
$217K +$206K +1,464 New
CCM
982
Compton Capital Management
Rhode Island
$216K – – –
YWP
983
YorkBridge Wealth Partners
New York
$216K – – –
CCM
984
Carlson Capital Management
Minnesota
$215K – – –
BG
985
Bollard Group
Massachusetts
$214K +$1.41K +10 +0.7%
BWA
986
BlueSky Wealth Advisors
North Carolina
$213K +$202K +1,436 New
BL
987
BFSG LLC
California
$212K +$1.13K +8 +0.6%
ACM
988
Atlanta Capital Management
Georgia
$211K +$200K +1,422 New
FAT
989
First American Trust
California
$211K +$201K +1,426 New
LJAC
990
L.J. Altfest & Co
New York
$210K -$22.2K -158 -10%
ACM
991
Alta Capital Management
Utah
$210K – – –
STMM
992
South Texas Money Management
Texas
$210K – – –
MCM
993
MV Capital Management
Maryland
$208K -$985 -7 -0.5%
BSB
994
Bangor Savings Bank
Maine
$208K +$198K +1,407 New
BHTS
995
Bar Harbor Trust Services
Maine
$207K -$21.1K -150 -10%
YP
996
Yellowstone Partners
Idaho
$206K +$196K +1,393 New
NPT
997
Nixon Peabody Trust
Massachusetts
$203K +$193K +1,372 New
NFG
998
Next Financial Group
Texas
$201K -$99.3K -706 -34%
BAM
999
Barrett Asset Management
New York
$200K – – –
SGAM
1000
Steinberg Global Asset Management
Florida
$200K +$190K +1,350 New
38 39
40
41 42