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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
CFFP
1076
Center for Financial Planning
Michigan
$870K -$24.2K -109 -3%
VCP
1077
Vista Capital Partners
Oregon
$866K +$587K +2,646 +202%
CAAS
1078
Capital Asset Advisory Services
Michigan
$864K +$22.2K +100 +3%
ACM
1079
Advisors Capital Management
New Jersey
$864K +$195K +879 +29%
AWM
1080
Avitas Wealth Management
California
$862K -$5.76K -26 -0.7%
JWS
1081
Juncture Wealth Strategies
Arizona
$860K -$34.1K -154 -4%
9WM
1082
9258 Wealth Management
Ohio
$860K +$124K +558 +17%
SWM
1083
Segment Wealth Management
Texas
$858K – – –
ZCA
1084
Zeke Capital Advisors
Pennsylvania
$857K +$365K +1,645 +72%
IP
1085
Investment Partners
Ohio
$855K -$258K -1,164 -23%
BAS
1086
Brown Advisory Securities
Maryland
$849K -$77.1K -348 -8%
PMG
1087
Private Management Group
California
$849K -$20.4K -92 -2%
MWM
1088
Minot Wealth Management
Massachusetts
$842K +$222 +1 +0%
PCG
1089
Private Capital Group
Connecticut
$841K +$6.21K +28 +0.7%
BTW
1090
Boston Trust Walden
Massachusetts
$834K +$4.66K +21 +0.6%
SWM
1091
SigFig Wealth Management
California
$832K -$43.9K -198 -5%
QCM
1092
Quest Capital Management
Texas
$831K -$186K -840 -18%
IIC
1093
Integrated Investment Consultants
Michigan
$829K – – –
WFA
1094
Wade Financial Advisory
California
$829K – – –
KAH
1095
Kathryn A. Hall
$828K – – –
AAM
1096
Ameraudi Asset Management
New York
$826K -$3.99K -18 -0.5%
CHA
1097
Cooper/Haims Advisors
New York
$825K – – –
NB
1098
Northwest Bancshares
Pennsylvania
$825K +$37.2K +168 +5%
CST
1099
Charles Schwab Trust
Nevada
$824K +$835K +3,767 New
SDWMA
1100
Schneider Downs Wealth Management Advisors
Pennsylvania
$823K +$57.2K +258 +7%
42 43
44
45 46