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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
WA
976
Wasatch Advisors
Utah
$485K +$540K +3,619 New
MIG
977
McGuire Investment Group
Rhode Island
$484K – – –
PHAM
978
Palisades Hudson Asset Management
Florida
$483K -$19.7K -132 -4%
CCA
979
Conservest Capital Advisors
Pennsylvania
$483K +$2.83K +19 +0.5%
CB
980
Community Bank
New York
$481K – – –
NNP
981
Nachman Norwood & Parrott
South Carolina
$481K +$537K +3,596 New
BFA
982
Beaumont Financial Advisors
Massachusetts
$480K -$212K -1,422 -28%
WBC
983
West Branch Capital
Massachusetts
$480K -$13.4K -90 -2%
KM
984
Kalos Management
Georgia
$478K -$5.69M -38,160 -92%
EWM
985
Empirical Wealth Management
Washington
$478K -$24.3K -163 -4%
CAL
986
Capital Analysts LLC
Pennsylvania
$478K +$449K +3,012 +541%
BCA
987
Bay Colony Advisors
Massachusetts
$476K -$222K -1,490 -30%
EI
988
Ellevest Inc
New York
$476K +$530K +3,554 New
SHWM
989
Smith & Howard Wealth Management
Georgia
$476K +$531K +3,558 New
WIA
990
Wealthstreet Investment Advisors
Texas
$475K +$74.6K +500 +18%
RWA
991
River Wealth Advisors
Pennsylvania
$474K +$47K +315 +10%
SVWA
992
Sound View Wealth Advisors
Georgia
$474K +$528K +3,540 New
PCM
993
Pointe Capital Management
Michigan
$473K +$527K +3,533 New
FNT
994
First Nebraska Trust
Nebraska
$473K – – –
EWM
995
Edge Wealth Management
New York
$470K -$8.09M -54,237 -94%
FFS
996
Founders Financial Securities
Maryland
$470K +$1.79K +12 +0.3%
HI
997
Horizon Investments
North Carolina
$470K +$1.79K +12 +0.3%
NSIM
998
North Star Investment Management
Illinois
$466K +$254K +1,700 +95%
MPI
999
Mairs & Power Inc
Minnesota
$465K – – –
AAM
1000
AMI Asset Management
California
$462K +$515K +3,452 New
38 39
40
41 42