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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
CFGS
1026
Concourse Financial Group Securities
Alabama
$483K -$309K -2,356 -41%
MCM
1027
Mengis Capital Management
Oregon
$482K -$1.31K -10 -0.3%
SFS
1028
Strategic Financial Services
New York
$479K -$93.7K -714 -18%
WCM
1029
Washburn Capital Management
Florida
$475K +$42.6K +325 +11%
SB
1030
Strategic Blueprint
Georgia
$475K +$176K +1,341 +68%
W
1031
Wealthquest
Ohio
$475K +$435K +3,318 New
IRC
1032
Investors Research Corp
Georgia
$474K – – –
EWM
1033
Edge Wealth Management
New York
$472K -$237K -1,809 -35%
BCM
1034
BTR Capital Management
California
$472K – – –
KAH
1035
Kathryn A. Hall
$472K – – –
OSNBOA
1036
Old Second National Bank of Aurora
Illinois
$472K – – –
CTA
1037
Colonial Trust Advisors
South Carolina
$472K +$68.4K +521 +19%
TI
1038
Trexquant Investment
Connecticut
$471K -$1.76M -13,427 -80%
GL
1039
Graypoint LLC
New York
$470K +$27.6K +210 +7%
CCM
1040
Coe Capital Management
Illinois
$467K – – –
9WM
1041
9258 Wealth Management
Ohio
$466K -$9.32K -71 -2%
TIA
1042
Tiemann Investment Advisors
California
$466K -$1.57K -12 -0.4%
X
1043
Xponance
Pennsylvania
$465K +$427K +3,251 New
EGA
1044
Eagle Global Advisors
Texas
$463K +$131 +1 +0%
GC
1045
Grace Capital
Massachusetts
$462K -$262K -2,000 -38%
FNBOO
1046
First National Bank of Omaha
Nebraska
$461K -$102K -781 -20%
BWM
1047
BerganKDV Wealth Management
Minnesota
$456K +$199K +1,515 +91%
IF
1048
Intrua Financial
Texas
$456K +$381K +2,900 New
OCM
1049
One Capital Management
California
$455K +$39.5K +301 +10%
WAG
1050
Winthrop Advisory Group
Massachusetts
$454K -$66.9K -510 -14%
40 41
42
43 44