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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
PGWM
1001
Parisi Gray Wealth Management
New Jersey
$968K -$196K -1,042 -16%
NAS
1002
NWF Advisory Services
California
$966K -$862K -4,594 -46%
FIA
1003
Foundations Investment Advisors
Arizona
$965K -$6.38K -34 -0.6%
WIC
1004
Whitegate Investment Counselors
New Hampshire
$964K – – –
BTW
1005
Boston Trust Walden
Massachusetts
$954K -$561K -2,990 -36%
ZB
1006
Zions Bancorporation
Utah
$952K +$126K +672 +14%
JF
1007
JSF Financial
California
$946K -$57.3K -305 -5%
AFA
1008
American Financial Advisors
Georgia
$942K – – –
APIM
1009
Agate Pass Investment Management
Washington
$942K +$5.63K +30 +0.6%
PPP
1010
Private Portfolio Partners
New Jersey
$941K -$695K -3,703 -41%
PIM
1011
Penobscot Investment Management
Massachusetts
$930K +$642K +3,421 +187%
EGA
1012
E&G Advisors
Texas
$930K +$7.13K +38 +0.7%
LC
1013
LCNB Corp
Ohio
$928K +$127K +675 +15%
SCA
1014
Snowden Capital Advisors
New York
$926K -$65.3K -348 -6%
CPA
1015
Cardiff Park Advisors
California
$922K +$95.6K +509 +11%
IF
1016
Intrua Financial
Texas
$922K +$56.9K +303 +6%
NCM
1017
Neumann Capital Management
California
$920K – – –
LTL
1018
Lowery Thomas LLC
California
$920K +$62.1K +331 +7%
PCM
1019
Prelude Capital Management
New York
$920K -$38.6M -205,674 -98%
PIA
1020
Powell Investment Advisors
Florida
$917K – – –
GFPC
1021
Global Financial Private Client
Florida
$912K -$69.6K -371 -7%
GCA
1022
Gradient Capital Advisors
California
$909K – – –
NPA
1023
Nichols & Pratt Advisers
Massachusetts
$908K +$46.4K +247 +5%
CIA
1024
Compass Ion Advisors
Pennsylvania
$907K +$963K +5,131 New
IGWM
1025
ICA Group Wealth Management
Colorado
$905K -$158K -839 -14%
39 40
41
42 43