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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
OIM
976
Orca Investment Management
Oregon
$1.67M +$40K +187 +3%
STCOSD
977
Sageworth Trust Company of South Dakota
South Dakota
$1.66M – – –
QFA
978
Quattro Financial Advisors
Texas
$1.66M +$1.06M +4,950 +194%
BC
979
Belmont Capital
California
$1.66M +$1.58M +7,385 +6,422%
LA
980
Lifeworks Advisors
Michigan
$1.65M +$682K +3,187 +74%
SFB
981
STAR Financial Bank
Indiana
$1.65M -$33.8K -158 -2%
DA
982
Doliver Advisors
Texas
$1.65M -$83.2K -389 -5%
RWMH
983
Riverpoint Wealth Management Holdings
Illinois
$1.64M +$5.14K +24 +0.3%
PGWM
984
Pitti Group Wealth Management
New York
$1.64M – – –
OPCM
985
Osborne Partners Capital Management
California
$1.64M +$2.14K +10 +0.1%
SWM
986
Shelton Wealth Management
Texas
$1.64M -$28.9K -135 -2%
FA
987
Fermata Advisors
California
$1.64M +$98K +458 +7%
WAM
988
Wakefield Asset Management
Colorado
$1.64M -$27K -126 -2%
GC
989
Garde Capital
Washington
$1.63M +$8.56K +40 +0.5%
FA
990
Financial Advisors
Massachusetts
$1.62M +$7.92K +37 +0.5%
SCM
991
Sterling Capital Management
North Carolina
$1.61M +$1.56M +7,294 New
FFN
992
Focus Financial Network
Minnesota
$1.61M -$72.5K -339 -4%
TCA
993
Transcend Capital Advisors
New Jersey
$1.6M -$44.5K -208 -3%
MLIC
994
Mandatum Life Insurance Company
Finland
$1.59M – – –
APP
995
Avantax Planning Partners
Iowa
$1.59M -$107K -499 -6%
FL
996
FreeGulliver LLC
Louisiana
$1.59M +$44.9K +210 +3%
FWM
997
Fonville Wealth Management
Virginia
$1.59M +$77.2K +361 +5%
IFPG
998
Intrepid Financial Planning Group
Indiana
$1.58M +$168K +784 +12%
PIMG
999
Patriot Investment Management Group
Tennessee
$1.58M -$16.9K -79 -1%
FA
1000
Fagan Associates
New York
$1.58M +$80.5K +376 +6%
38 39
40
41 42