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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
KM
1026
Kalos Management
Georgia
$303K +$322K +2,014 New
WSCM
1027
Wellington Shields Capital Management
New York
$296K – – –
NCM
1028
Noesis Capital Mangement
Florida
$295K – – –
RWP
1029
RWA Wealth Partners
Massachusetts
$294K +$21.9K +137 +8%
EB
1030
Eastern Bank
Massachusetts
$292K – – –
CPA
1031
Capital Planning Advisors
California
$291K -$402K -2,510 -59%
NFG
1032
Next Financial Group
Texas
$291K -$387K -2,419 -58%
AFS
1033
Access Financial Services
Minnesota
$291K -$13.6K -85 -5%
AIA
1034
Affinity Investment Advisors
California
$289K +$282K +1,765 New
AA
1035
Alesco Advisors
New York
$288K – – –
PAS
1036
Professional Advisory Services
Florida
$284K – – –
CWM
1037
Cabot Wealth Management
Massachusetts
$282K – – –
SG
1038
StoneX Group
New York
$281K +$3.68K +23 +1%
PIA
1039
Piedmont Investment Advisors
North Carolina
$281K +$275K +1,717 New
BA
1040
Baugh & Associates
Georgia
$280K – – –
LWA
1041
Lenox Wealth Advisors
New York
$280K +$207K +1,292 +311%
NSCM
1042
New South Capital Management
Tennessee
$278K -$7.49M -46,800 -96%
SFM
1043
Signet Financial Management
New Jersey
$278K -$109K -682 -29%
BAM
1044
Brave Asset Management
New Jersey
$278K – – –
CIA
1045
Capital Investment Advisors
Georgia
$277K -$8.64K -54 -3%
CCG
1046
Cypress Capital Group
Florida
$276K – – –
OIA
1047
OneDigital Investment Advisors
Kansas
$275K +$1.28K +8 +0.5%
WP
1048
WMS Partners
Maryland
$275K +$20.5K +128 +8%
PK
1049
Pflug Koory
Nebraska
$273K – – –
WIP
1050
Wellesley Investment Partners
Massachusetts
$273K +$4.32K +27 +2%
40 41
42
43 44