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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
BAS
1026
Brown Advisory Securities
Maryland
$813K +$221K +1,265 +44%
DIA
1027
Dana Investment Advisors
Wisconsin
$812K +$292K +1,666 +67%
SWA
1028
Sutton Wealth Advisors
Florida
$808K +$1.05K +6 +0.1%
NPT
1029
Nixon Peabody Trust
Massachusetts
$806K -$1.75K -10 -0.2%
BIA
1030
Bigelow Investment Advisors
Maine
$805K +$175 +1 +0%
LC
1031
LCNB Corp
Ohio
$804K -$28K -160 -4%
RDFA
1032
Ritter Daniher Financial Advisory
Ohio
$802K +$716K +4,089 New
SWM
1033
SigFig Wealth Management
California
$801K +$15.2K +87 +2%
CIAS
1034
Capital Investment Advisory Services
North Carolina
$801K +$260K +1,486 +57%
EK
1035
Evensky & Katz
Florida
$797K +$4.72K +27 +0.7%
AWM
1036
Avior Wealth Management
Nebraska
$793K +$175 +1 +0%
KFS
1037
Kaizen Financial Strategies
California
$788K +$704K +4,021 New
TC
1038
Trilogy Capital
California
$787K +$350 +2 +0%
PMG
1039
Private Management Group
California
$785K +$23.4K +134 +3%
MIM
1040
Montgomery Investment Management
Maryland
$784K – – –
VWM
1041
Venturi Wealth Management
Texas
$784K +$4.03K +23 +0.6%
NWM
1042
Northwest Wealth Management
Iowa
$783K +$9.1K +52 +1%
APW
1043
Acima Private Wealth
Virginia
$782K – – –
CWM
1044
Concentric Wealth Management
California
$781K +$43.9K +251 +7%
WCM
1045
Wealthcare Capital Management
Virginia
$779K -$29.9K -171 -4%
MPCG
1046
Matrix Private Capital Group
New York
$778K +$63.5K +363 +10%
CFFP
1047
Center for Financial Planning
Michigan
$777K +$32.2K +184 +5%
MCM
1048
Mainstay Capital Management
Michigan
$777K +$119K +681 +21%
CSA
1049
Cottage Street Advisors
Massachusetts
$774K +$691K +3,950 New
RPGK
1050
Retirement Planning Group (Kansas)
Kansas
$771K -$35.9K -205 -5%
40 41
42
43 44