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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
NCM
976
Neumann Capital Management
California
$859K – – –
COCM
977
Charter Oak Capital Management
New Hampshire
$859K +$39.6K +217 +4%
BTI
978
Blue Trust Inc
Georgia
$855K -$28.8K -158 -3%
SWM
979
SigFig Wealth Management
California
$855K +$103K +567 +12%
CPA
980
Cardiff Park Advisors
California
$854K – – –
CMA
981
Cedar Mountain Advisors
Oregon
$854K +$11.9K +65 +1%
FPAS
982
Focus Partners Advisor Solutions
Missouri
$850K +$36.7K +201 +4%
GCA
983
Gradient Capital Advisors
California
$848K +$677K +3,710 +259%
BCM
984
BlueCrest Capital Management
Jersey
$845K +$935K +5,124 New
IF
985
Ironwood Financial
Arizona
$842K -$14K -77 -1%
AHC
986
Adell Harriman & Carpenter
Texas
$841K -$912 -5 -0.1%
MFT
987
Moisand Fitzgerald Tamayo
Florida
$838K -$547 -3 -0.1%
BONH
988
Bank of New Hampshire
New Hampshire
$832K +$12.8K +70 +1%
MA
989
MBA Advisors
Pennsylvania
$831K – – –
MLL
990
Moody Lynn & Lieberson
Massachusetts
$831K +$22.8K +125 +3%
AAM
991
Autus Asset Management
Arizona
$828K – – –
ICM
992
Ionic Capital Management
New York
$825K – – –
LPAM
993
Legion Partners Asset Management
California
$825K – – –
MTIC
994
Missouri Trust & Investment Company
Missouri
$825K – – –
SC
995
SouthState Corp
Florida
$824K -$101K -554 -10%
OWP
996
Obermeyer Wealth Partners
Colorado
$824K +$99.6K +546 +12%
SIA
997
Stegner Investment Associates
Kentucky
$823K -$265K -1,455 -23%
LTL
998
Lowery Thomas LLC
California
$823K – – –
PB
999
Pinnacle Bancorp
Nebraska
$820K +$39K +214 +4%
PWM
1000
Pinnacle Wealth Management
California
$813K +$899K +4,930 New
38 39
40
41 42