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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
GKIM
1001
GW&K Investment Management
Massachusetts
$485K +$481K +3,121 New
AIC
1002
Ayalon Insurance Company
Israel
$484K -$40.5K -263 -8%
PFGIA
1003
Patriot Financial Group Insurance Agency
Massachusetts
$482K -$132K -857 -22%
SFM
1004
Signet Financial Management
New Jersey
$481K +$2K +13 +0.4%
AC
1005
Addison Capital
Pennsylvania
$481K +$20K +130 +4%
FLA
1006
Financial Life Advisors
Texas
$480K -$78.5K -509 -14%
HI
1007
Harrington Investments
California
$480K – – –
PTB
1008
Pioneer Trust Bank
Oregon
$480K – – –
TWA
1009
TCI Wealth Advisors
Arizona
$477K -$193K -1,255 -29%
KL
1010
KWMG LLC
Kansas
$477K -$3.39K -22 -0.7%
CG
1011
Cynosure Group
Utah
$476K – – –
RWA
1012
Redhawk Wealth Advisors
Minnesota
$472K -$187K -1,215 -29%
SDWIA
1013
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$467K – – –
GI
1014
GAMCO Investors
Connecticut
$467K +$462K +3,000 New
BA
1015
Bristlecone Advisors
Washington
$466K +$462K +2,995 New
BP
1016
BBR Partners
New York
$461K – – –
LWCFA
1017
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$461K – – –
CL
1018
CIM LLC
New York
$461K +$4.78K +31 +1%
SFSIG
1019
San Francisco Sentry Investment Group
California
$455K -$24K -156 -5%
KHLMTHM
1020
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$454K – – –
BFA
1021
Bragg Financial Advisors
North Carolina
$449K – – –
VCP
1022
Vista Capital Partners
Oregon
$449K +$154 +1 +0%
BWP
1023
Bernardo Wealth Planning
Pennsylvania
$447K -$9.25K -60 -2%
VA
1024
Valmark Advisers
Ohio
$447K +$69.7K +452 +19%
RWA
1025
River Wealth Advisors
Pennsylvania
$446K -$78.3K -508 -15%
39 40
41
42 43