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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
IIC
1051
Integrated Investment Consultants
Michigan
$770K – – –
HHGC
1052
Hunting Hill Global Capital
New York
$765K +$682K +3,900 New
KFI
1053
Key Financial Inc
Pennsylvania
$763K -$52.8K -302 -7%
CHA
1054
Cooper/Haims Advisors
New York
$760K +$175 +1 +0%
CT
1055
Columbia Trust
Oregon
$759K +$679K +3,878 New
CT
1056
Caldwell Trust
Florida
$754K -$1.57K -9 -0.2%
CAG
1057
Crestwood Advisors Group
Massachusetts
$752K -$8.92K -51 -1%
FPS
1058
Fieldpoint Private Securities
Connecticut
$752K +$672K +3,838 New
AIS
1059
American Investment Services
Massachusetts
$751K -$15.7K -90 -2%
WFA
1060
Wade Financial Advisory
California
$750K -$5.95K -34 -0.9%
DCM
1061
Donaldson Capital Management
Indiana
$750K +$167K +955 +33%
BFC
1062
Bedel Financial Consulting
Indiana
$749K +$700 +4 +0.1%
CCG
1063
Cypress Capital Group
Florida
$749K +$225K +1,285 +51%
WPC
1064
White Pine Capital
Minnesota
$742K -$32.7K -187 -5%
KAH
1065
Kathryn A. Hall
$742K – – –
ACM
1066
Ategra Capital Management
Virginia
$741K +$23.1K +132 +4%
PP
1067
Pegasus Partners
Wisconsin
$741K -$580K -3,315 -47%
GL
1068
Graypoint LLC
New York
$741K +$6.3K +36 +1%
BCM
1069
BTR Capital Management
California
$741K +$84K +480 +15%
MSFS
1070
Main Street Financial Solutions
Pennsylvania
$740K +$660K +3,772 New
BMCM
1071
Bryn Mawr Capital Management
Pennsylvania
$737K -$203K -1,159 -24%
CAAS
1072
Capital Asset Advisory Services
Michigan
$735K +$51.6K +295 +9%
JWM
1073
JFG Wealth Management
Colorado
$734K +$656K +3,747 New
LWM
1074
Lyell Wealth Management
California
$731K +$652K +3,726 New
SWA
1075
Sightline Wealth Advisors
Connecticut
$729K +$651K +3,721 New
41 42
43
44 45