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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
FFN
1026
Focus Financial Network
Minnesota
$1.03M -$517K -2,899 -35%
WIC
1027
Whitegate Investment Counselors
New Hampshire
$1.02M -$705K -3,955 -42%
MHS
1028
M Holdings Securities
Oregon
$1.02M -$2.68M -15,052 -73%
SFS
1029
Summit Financial Strategies
Ohio
$1.02M -$37.1K -208 -4%
RA
1030
RFG Advisory
Alabama
$1.01M -$105K -591 -10%
D
1031
Diversified
Delaware
$1.01M +$121K +677 +14%
PL
1032
Parthenon LLC
Kentucky
$1M – – –
AFA
1033
American Financial Advisors
Georgia
$998K +$891 +5 +0.1%
CM
1034
Capula Management
Cayman Islands
$998K -$1.7M -9,526 -64%
APIM
1035
Agate Pass Investment Management
Washington
$993K – – –
EGA
1036
E&G Advisors
Texas
$978K +$135K +755 +17%
CIAS
1037
Capital Investment Advisory Services
North Carolina
$976K -$5.35K -30 -0.6%
OAM
1038
Occidental Asset Management
California
$976K -$355K -1,989 -28%
NCM
1039
Neumann Capital Management
California
$975K – – –
FAM
1040
Forte Asset Management
New York
$973K -$130K -731 -12%
PIA
1041
Powell Investment Advisors
Florida
$967K -$106K -594 -10%
ASC
1042
Atalanta Sosnoff Capital
New York
$964K -$864K -4,848 -49%
GCA
1043
Gradient Capital Advisors
California
$963K – – –
CMA
1044
Cedar Mountain Advisors
Oregon
$956K -$13.2K -74 -1%
FAAM
1045
First Ascent Asset Management
Colorado
$951K +$102K +573 +13%
MFT
1046
Moisand Fitzgerald Tamayo
Florida
$951K -$357 -2 -0%
AF
1047
Apexium Financial
Texas
$950K +$30.8K +173 +4%
MCM
1048
Mainstay Capital Management
Michigan
$949K -$65.4K -367 -7%
BMWM
1049
Brown Miller Wealth Management
Virginia
$945K -$341K -1,911 -27%
BDFN
1050
Bond & Devick Financial Network
Minnesota
$943K +$10.2K +57 +1%
40 41
42
43 44