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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
AIC
976
Ayalon Insurance Company
Israel
$560K -$20.3K -135 -4%
SWM
977
Sugarloaf Wealth Management
Georgia
$560K -$7.52K -50 -1%
CWM
978
Concentric Wealth Management
California
$559K +$38.8K +258 +7%
WA
979
Wealth Architects
California
$554K +$40.3K +268 +8%
GH
980
GAM Holding
Switzerland
$547K -$286K -1,900 -34%
ACM
981
Ategra Capital Management
Virginia
$546K +$10.4K +69 +2%
FFG
982
Fullen Financial Group
Ohio
$545K – – –
MMHP
983
Murphy Middleton Hinkle & Parker
Georgia
$543K -$8.73K -58 -2%
NIP
984
Nicholas Investment Partners
California
$542K +$104K +688 +23%
NFSG
985
Newbridge Financial Services Group
Florida
$542K +$544K +3,616 New
PFC
986
Poplar Forest Capital
California
$541K – – –
CAW
987
Cornerstone Advisors (Washington)
Washington
$540K -$38.4K -255 -7%
NB
988
Northwest Bancshares
Pennsylvania
$540K +$3.76K +25 +0.7%
MPCG
989
Matrix Private Capital Group
New York
$540K +$30.1K +200 +6%
FDCC
990
Foster Dykema Cabot & Co
Massachusetts
$540K +$206K +1,371 +61%
APWA
991
Atlas Private Wealth Advisors
New Jersey
$538K -$73.3K -487 -12%
DP
992
Denver PWM
Colorado
$538K -$13.2K -88 -2%
OWA
993
Outlook Wealth Advisors
Texas
$537K -$42.6K -283 -7%
PG
994
Patten Group
Tennessee
$537K -$2.26K -15 -0.4%
PHAM
995
Palisades Hudson Asset Management
Florida
$536K +$150 +1 +0%
CWM
996
Connecticut Wealth Management
Connecticut
$534K +$536K +3,563 New
MCG
997
McCollum Christoferson Group
New York
$532K -$21.1K -140 -4%
APSP
998
Asset Planning Services (Pennsylvania)
Pennsylvania
$532K +$65.7K +437 +14%
AMC
999
Asset Management Corp
Illinois
$531K -$210K -1,397 -28%
LJAC
1000
L.J. Altfest & Co
New York
$531K +$301 +2 +0.1%
38 39
40
41 42