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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
BDS
1001
Banco de Sabadell
Florida
$334K – – –
CTA
1002
Chesley Taft & Associates
Illinois
$329K – – –
TFS
1003
TrustCore Financial Services
Tennessee
$328K +$42.9K +268 +15%
CFD
1004
Creative Financial Designs
Indiana
$327K -$3.36K -21 -1%
TA
1005
Trellis Advisors
Washington
$327K – – –
PPCM
1006
Pillar Pacific Capital Management
California
$325K -$320 -2 -0.1%
MAM
1007
Meeder Asset Management
Ohio
$322K +$315K +1,968 New
WCM
1008
Whitener Capital Management
North Carolina
$322K +$2.4K +15 +0.8%
MM
1009
Meridian Management
Arkansas
$321K -$480 -3 -0.2%
CA
1010
Cornerstone Advisory
Maryland
$321K +$160 +1 +0.1%
RFA
1011
Reilly Financial Advisors
California
$321K +$8.8K +55 +3%
LW
1012
Linscomb Wealth
Texas
$320K +$71.3K +446 +30%
SBIA
1013
Sheaff Brock Investment Advisors
Indiana
$319K – – –
VIM
1014
Vista Investment Management
Pennsylvania
$319K – – –
FB
1015
Fulton Bank
Pennsylvania
$318K -$70.9K -443 -19%
PAM
1016
PVG Asset Management
Colorado
$318K +$311K +1,943 New
WPA
1017
West Paces Advisors
Georgia
$318K +$51.4K +321 +20%
GCA
1018
Gradient Capital Advisors
California
$317K – – –
MWM
1019
Modera Wealth Management
New Jersey
$311K +$26.9K +168 +10%
PCM
1020
Price Capital Management
Louisiana
$311K +$304K +1,900 New
NIM
1021
Northeast Investment Management
Massachusetts
$310K – – –
KHLMVGHM
1022
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$307K – – –
MG
1023
McCutchen Group
Washington
$307K – – –
DBRC
1024
D.B. Root & Company
Pennsylvania
$306K +$38.7K +242 +15%
CPIG
1025
Chicago Partners Investment Group
Illinois
$304K -$93.4K -584 -24%
39 40
41
42 43