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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
SFG
1051
StrategIQ Financial Group
Indiana
$400K +$83.9K +562 +23%
CCM
1052
Canal Capital Management
Virginia
$395K -$10.6K -71 -2%
LCH
1053
Lee Capital Holdings
New York
$395K +$254K +1,702 +136%
LWCFA
1054
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$394K – – –
WCM
1055
Wunderlich Capital Managemnt
Tennessee
$393K +$438K +2,934 New
BWP
1056
Bernardo Wealth Planning
Pennsylvania
$393K +$438K +2,937 New
CL
1057
CIM LLC
New York
$390K +$45.2K +303 +12%
BW
1058
Bison Wealth
Georgia
$389K -$6.86K -46 -2%
VCP
1059
Vista Capital Partners
Oregon
$386K -$15.2K -102 -3%
IIC
1060
Ironwood Investment Counsel
Arizona
$385K -$208K -1,392 -33%
RMA
1061
Roffman Miller Associates
Pennsylvania
$380K -$177K -1,189 -30%
WI
1062
Wedgewood Investors
Pennsylvania
$379K – – –
GWA
1063
Guidant Wealth Advisors
Illinois
$379K +$423K +2,834 New
SFM
1064
Signet Financial Management
New Jersey
$377K -$73.9K -495 -15%
DLCIG
1065
D.L. Carlson Investment Group
New Hampshire
$377K +$5.82K +39 +1%
SCA
1066
STALEY CAPITAL ADVISERS
Pennsylvania
$377K +$128K +855 +44%
LPT
1067
Legacy Private Trust
Wisconsin
$373K +$416K +2,786 New
KIA
1068
KCM Investment Advisors
California
$372K – – –
LA
1069
Lynch & Associates
Indiana
$372K – – –
CCM
1070
Chilton Capital Management
Texas
$371K -$30.6K -205 -7%
IFA
1071
Interactive Financial Advisors
Illinois
$366K -$13.7K -92 -3%
LA
1072
LexAurum Advisors
Kansas
$366K +$217K +1,454 +114%
CWM
1073
Centric Wealth Management
Illinois
$366K +$408K +2,736 New
MCM
1074
Mengis Capital Management
Oregon
$365K -$103K -689 -20%
SXL
1075
Summit X LLC
Missouri
$364K +$170K +1,140 New
41 42
43
44 45