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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
NIA
1026
Northstar Investment Advisors
Colorado
$304K -$14.1K -88 -5%
KF
1027
Krilogy Financial
Missouri
$303K – – –
KM
1028
Kalos Management
Georgia
$303K +$322K +2,014 New
WSCM
1029
Wellington Shields Capital Management
New York
$296K – – –
NCM
1030
Noesis Capital Mangement
Florida
$295K – – –
RWP
1031
RWA Wealth Partners
Massachusetts
$294K +$21.9K +137 +8%
EB
1032
Eastern Bank
Massachusetts
$292K – – –
CPA
1033
Capital Planning Advisors
California
$291K -$402K -2,510 -59%
NFG
1034
Next Financial Group
Texas
$291K -$387K -2,419 -58%
AFS
1035
Access Financial Services
Minnesota
$291K -$13.6K -85 -5%
AIA
1036
Affinity Investment Advisors
California
$289K +$282K +1,765 New
AA
1037
Alesco Advisors
New York
$288K – – –
PAS
1038
Professional Advisory Services
Florida
$284K – – –
CWM
1039
Cabot Wealth Management
Massachusetts
$282K – – –
SG
1040
StoneX Group
New York
$281K +$3.68K +23 +1%
PIA
1041
Piedmont Investment Advisors
North Carolina
$281K +$275K +1,717 New
BA
1042
Baugh & Associates
Georgia
$280K – – –
LWA
1043
Lenox Wealth Advisors
New York
$280K +$207K +1,292 +311%
NSCM
1044
New South Capital Management
Tennessee
$278K -$7.49M -46,800 -96%
SFM
1045
Signet Financial Management
New Jersey
$278K -$109K -682 -29%
BAM
1046
Brave Asset Management
New Jersey
$278K – – –
CIA
1047
Capital Investment Advisors
Georgia
$277K -$8.64K -54 -3%
CCG
1048
Cypress Capital Group
Florida
$276K – – –
OIA
1049
OneDigital Investment Advisors
Kansas
$275K +$1.28K +8 +0.5%
WP
1050
WMS Partners
Maryland
$275K +$20.5K +128 +8%
40 41
42
43 44