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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
WTB
1051
Washington Trust Bank
Washington
$622K – – –
CWM
1052
Calamos Wealth Management
Illinois
$619K +$590K +3,736 New
GP
1053
Gresham Partners
Illinois
$617K – – –
PAIM
1054
Punch & Associates Investment Management
Minnesota
$616K +$587K +3,715 New
NPT
1055
Nixon Peabody Trust
Massachusetts
$615K +$790 +5 +0.1%
CG
1056
Caprock Group
Idaho
$613K -$1.11K -7 -0.2%
IP
1057
Investment Partners
Ohio
$613K +$18.5K +117 +3%
AFS
1058
Access Financial Services
Minnesota
$611K -$252K -1,594 -30%
SW
1059
SkyOak Wealth
Michigan
$611K +$583K +3,686 New
SFG
1060
Summit Financial Group
West Virginia
$608K – – –
WIA
1061
Wealthstreet Investment Advisors
Texas
$608K +$122K +770 +27%
CW
1062
CreativeOne Wealth
Kansas
$606K +$73.3K +464 +15%
KA
1063
Kovack Advisors
Florida
$605K -$41.9K -265 -7%
BFM
1064
Boothbay Fund Management
New York
$604K +$576K +3,643 New
LW
1065
Linscomb Wealth
Texas
$603K -$71K -449 -11%
CSM
1066
CAMG Solamere Management
North Carolina
$602K – – –
PMG
1067
Private Management Group
California
$602K – – –
DP
1068
Denver PWM
Colorado
$600K -$6.16K -39 -1%
MIG
1069
McGuire Investment Group
Rhode Island
$599K – – –
BPA
1070
Beacon Pointe Advisors
California
$598K -$2.18M -13,799 -79%
PFC
1071
Poplar Forest Capital
California
$598K +$61.6K +390 +12%
GWS
1072
Glassman Wealth Services
Virginia
$597K – – –
NG
1073
NWK Group
California
$597K +$569K +3,603 New
WCM
1074
Wealthcare Capital Management
Virginia
$595K -$13.7K -87 -2%
PHAM
1075
Palisades Hudson Asset Management
Florida
$592K +$632 +4 +0.1%
41 42
43
44 45