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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
1051
Cabot Wealth Management
Massachusetts
$262K – – –
BA
1052
Baugh & Associates
Georgia
$260K +$256K +1,707 New
SCA
1053
Stillwater Capital Advisors
Pennsylvania
$255K -$3.46K -23 -1%
OIA
1054
OneDigital Investment Advisors
Kansas
$255K +$155K +1,031 +161%
PK
1055
Pflug Koory
Nebraska
$254K – – –
UFF
1056
USA Financial Formulas
Michigan
$249K +$245K +1,630 New
CWA
1057
Cypress Wealth Advisors
California
$248K -$164K -1,090 -40%
MFW
1058
Mosaic Family Wealth
Missouri
$248K -$121K -807 -33%
CAG
1059
Crestwood Advisors Group
Massachusetts
$248K +$1.2K +8 +0.5%
WPA
1060
West Paces Advisors
Georgia
$247K – – –
SG
1061
StoneX Group
New York
$246K -$10.1K -67 -4%
LA
1062
Lau Associates
Delaware
$244K -$34.4K -229 -13%
AF
1063
Arrow Financial
New York
$244K – – –
CCM
1064
Cribstone Capital Management
Maine
$243K – – –
BCM
1065
Brookstone Capital Management
Illinois
$243K +$240K +1,597 New
DAC
1066
Dividend Assets Capital
South Carolina
$242K – – –
RCG
1067
Ruggie Capital Group
Florida
$241K – – –
PFM
1068
Probabilities Fund Management
New York
$238K +$234K +1,560 New
GG
1069
Greenwood Gearhart
Arkansas
$238K +$235K +1,564 New
NPF
1070
Norris Perne & French
Michigan
$236K -$15K -100 -6%
WP
1071
WMS Partners
Maryland
$236K – – –
WKWM
1072
Walter & Keenan Wealth Management
Indiana
$235K +$232K +1,544 New
SBL
1073
Sargent Bickham Lagudis
Colorado
$233K -$79.8K -531 -26%
FIM
1074
Freedom Investment Management
Connecticut
$233K -$5.41K -36 -2%
VCM
1075
Versant Capital Management
Arizona
$232K +$1.2K +8 +0.5%
41 42
43
44 45