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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
GI
1026
GAMCO Investors
Connecticut
$454K – – –
SDWIA
1027
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$454K – – –
CL
1028
CIM LLC
New York
$454K +$5.04K +33 +1%
CFA
1029
Carroll Financial Associates
North Carolina
$452K -$42.5K -278 -9%
IFWM
1030
Institute for Wealth Management
Colorado
$452K +$147K +963 +48%
TWA
1031
TCI Wealth Advisors
Arizona
$451K -$13.6K -89 -3%
BA
1032
Bristlecone Advisors
Washington
$446K -$6.87K -45 -2%
ZB
1033
Zions Bancorporation
Utah
$445K -$193K -1,263 -30%
DCM
1034
Donaldson Capital Management
Indiana
$445K +$29.8K +195 +7%
CF
1035
Centaurus Financial
California
$443K +$46K +301 +11%
MWM
1036
Meridian Wealth Management
Kentucky
$440K -$85.2K -558 -16%
SFSIG
1037
San Francisco Sentry Investment Group
California
$440K -$2.9K -19 -0.6%
SAM
1038
Seelaus Asset Management
New Jersey
$440K +$18.9K +124 +4%
HR
1039
Hayden Royal
North Carolina
$439K -$190K -1,242 -30%
WBC
1040
West Branch Capital
Massachusetts
$435K -$80.3K -526 -15%
BWP
1041
Bernardo Wealth Planning
Pennsylvania
$432K -$3.05K -20 -0.7%
WI
1042
Wedgewood Investors
Pennsylvania
$432K – – –
PTC
1043
Philadelphia Trust Company
Pennsylvania
$430K -$52.2K -342 -11%
OCM
1044
One Capital Management
California
$430K – – –
GM
1045
GeoWealth Management
Illinois
$423K +$426K +2,792 New
WCM
1046
Wunderlich Capital Managemnt
Tennessee
$420K -$7.48K -49 -2%
EGA
1047
Eagle Global Advisors
Texas
$420K +$305 +2 +0.1%
RFA
1048
Reilly Financial Advisors
California
$420K +$9.16K +60 +2%
CCM
1049
Carlson Capital Management
Minnesota
$420K +$10.5K +69 +3%
CCM
1050
Chilton Capital Management
Texas
$419K – – –
40 41
42
43 44