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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
976
SOL Capital Management
Maryland
$510K -$12.5K -83 -2%
RA
977
Rational Advisors
New York
$509K +$494K +3,287 +9,131%
CAAS
978
Capital Asset Advisory Services
Michigan
$508K +$42.2K +281 +9%
KAH
979
Kathryn A. Hall
$505K +$496K +3,300 New
AFC
980
AFT Forsyth & Company
Florida
$504K – – –
RW
981
REDW Wealth
New Mexico
$502K +$301 +2 +0.1%
UWM
982
USAdvisors Wealth Management
Minnesota
$500K -$13.4K -89 -3%
OWP
983
Obermeyer Wealth Partners
Colorado
$499K -$75.1K -500 -13%
NSIM
984
North Star Investment Management
Illinois
$497K -$35.8K -238 -7%
WA
985
Wealth Architects
California
$494K – – –
PFC
986
Poplar Forest Capital
California
$493K – – –
CWM
987
Concentric Wealth Management
California
$492K +$301 +2 +0.1%
BDF
988
Balasa Dinverno & Foltz
$491K – – –
MG
989
McCutchen Group
Washington
$491K +$200K +1,330 +71%
IBOK
990
Independence Bank of Kentucky
Kentucky
$491K +$243K +1,620 +102%
SWRP
991
Summit Wealth & Retirement Planning
California
$489K +$451 +3 +0.1%
PTC
992
Philadelphia Trust Company
Pennsylvania
$488K +$479K +3,185 New
EIP
993
Ellis Investment Partners
Pennsylvania
$487K -$37.4K -249 -7%
BWM
994
BigSur Wealth Management
Florida
$487K – – –
CCG
995
Cypress Capital Group
Florida
$482K -$3.76K -25 -0.8%
SFM
996
Signet Financial Management
New Jersey
$480K +$35.3K +235 +8%
AUB
997
Atlantic Union Bankshares
Virginia
$478K +$469K +3,121 New
KL
998
KWMG LLC
Kansas
$473K -$37.9K -252 -8%
DCM
999
Donaldson Capital Management
Indiana
$473K – – –
HI
1000
Harrington Investments
California
$473K – – –
38 39
40
41 42