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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
EWA
1001
Exencial Wealth Advisors
Oklahoma
$529K -$110K -729 -17%
GIM
1002
Goelzer Investment Management
Indiana
$529K -$9.18K -61 -2%
FNT
1003
First Nebraska Trust
Nebraska
$529K – – –
NG
1004
NWK Group
California
$527K +$20.8K +138 +4%
CWM
1005
Cornerstone Wealth Management
Missouri
$526K -$15.8K -105 -3%
SDWMA
1006
Schneider Downs Wealth Management Advisors
Pennsylvania
$525K +$528K +3,507 New
BA
1007
Ballew Advisors
Mississippi
$524K -$86.1K -572 -15%
PAM
1008
Private Asset Management
California
$521K -$181K -1,204 -26%
CW
1009
CreativeOne Wealth
Kansas
$521K -$40.6K -270 -7%
CWM
1010
CMH Wealth Management
New Hampshire
$520K – – –
MIG
1011
McGuire Investment Group
Rhode Island
$518K – – –
CAAS
1012
Capital Asset Advisory Services
Michigan
$517K -$22.9K -152 -4%
BG
1013
Berry Group
Massachusetts
$516K -$19.1K -127 -4%
PL
1014
Plancorp LLC
Missouri
$515K -$51.1K -340 -9%
CCA
1015
Conservest Capital Advisors
Pennsylvania
$514K +$1.66K +11 +0.3%
RMAM
1016
Raab & Moskowitz Asset Management
New Jersey
$512K – – –
WAAG
1017
Wealth Alliance Advisory Group
Kansas
$511K – – –
SCA
1018
Snowden Capital Advisors
New York
$511K -$439K -2,919 -46%
MCM
1019
Mengis Capital Management
Oregon
$510K +$5.42K +36 +1%
FAM
1020
Flaharty Asset Management
Florida
$509K -$35.2K -234 -6%
FPCM
1021
Financial Partners Capital Management
New York
$509K -$11.3K -75 -2%
SAS
1022
Stelac Advisory Services
New York
$508K -$130K -865 -20%
RP
1023
Riverbridge Partners
Minnesota
$499K -$31.6K -210 -6%
WIC
1024
Woodmont Investment Counsel
Tennessee
$499K -$14.6K -97 -3%
NSIM
1025
North Star Investment Management
Illinois
$497K -$12K -80 -2%
39 40
41
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