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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
SWRP
1026
Summit Wealth & Retirement Planning
California
$427K +$476K +3,191 New
BWM
1027
BigSur Wealth Management
Florida
$426K – – –
CCG
1028
Cypress Capital Group
Florida
$425K +$222K +1,485 +88%
KIM
1029
Karpus Investment Management
New York
$423K +$472K +3,160 New
EDRH
1030
Edmond de Rothschild Holding
Switzerland
$418K -$2.22M -14,892 -83%
HI
1031
Harrington Investments
California
$414K -$14.9K -100 -3%
PFGIA
1032
Patriot Financial Group Insurance Agency
Massachusetts
$414K -$4.63K -31 -1%
DCM
1033
Donaldson Capital Management
Indiana
$413K -$30.4K -204 -6%
PTB
1034
Pioneer Trust Bank
Oregon
$413K – – –
MC
1035
Miramar Capital
Illinois
$413K +$403K +2,700 New
BA
1036
Bristlecone Advisors
Washington
$408K -$9.7K -65 -2%
CAAS
1037
Capital Asset Advisory Services
Michigan
$407K +$70.9K +475 +19%
OCM
1038
One Capital Management
California
$406K -$746 -5 -0.2%
LW
1039
Linscomb Wealth
Texas
$405K +$41K +275 +10%
MWM
1040
Meridian Wealth Management
Kentucky
$403K -$175K -1,176 -28%
CIAS
1041
Capital Investment Advisory Services
North Carolina
$403K +$45.5K +305 +11%
LPC
1042
Loeb Partners Corp
New York
$402K – – –
SFG
1043
StrategIQ Financial Group
Indiana
$400K +$83.9K +562 +23%
CCM
1044
Canal Capital Management
Virginia
$395K -$10.6K -71 -2%
LCH
1045
Lee Capital Holdings
New York
$395K +$254K +1,702 +136%
LWCFA
1046
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$394K – – –
WCM
1047
Wunderlich Capital Managemnt
Tennessee
$393K +$438K +2,934 New
BWP
1048
Bernardo Wealth Planning
Pennsylvania
$393K +$438K +2,937 New
CL
1049
CIM LLC
New York
$390K +$45.2K +303 +12%
BW
1050
Bison Wealth
Georgia
$389K -$6.86K -46 -2%
40 41
42
43 44