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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
WIP
1101
Wellesley Investment Partners
Massachusetts
$273K -$8.27K -49 -3%
HR
1102
Howe & Rusling
New York
$270K – – –
PFA
1103
Pure Financial Advisors
California
$267K +$267K +1,583 New
CIA
1104
Capital Investment Advisors
Georgia
$266K -$18.6K -110 -7%
MCM
1105
Maple Capital Management
Vermont
$266K -$11.8K -70 -4%
SGAM
1106
Steinberg Global Asset Management
Florida
$265K +$3.38K +20 +1%
FFA
1107
First Foundation Advisors
California
$265K +$25.3K +150 +11%
AWS
1108
AJ Wealth Strategies
New York
$264K +$265K +1,569 New
IF
1109
IRON Financial
Illinois
$261K +$675 +4 +0.3%
NFG
1110
Nations Financial Group
Iowa
$260K +$260K +1,542 New
MCM
1111
MV Capital Management
Maryland
$259K +$38.2K +226 +17%
PFM
1112
Probabilities Fund Management
New York
$257K -$18.6K -110 -7%
TC
1113
Trilogy Capital
California
$256K +$169 +1 +0.1%
PAM
1114
PVG Asset Management
Colorado
$254K -$73.6K -436 -22%
BCWM
1115
Blue Chip Wealth Management
Florida
$254K +$506 +3 +0.2%
NCM
1116
Noesis Capital Mangement
Florida
$253K -$50.6K -300 -17%
TCOV
1117
Trust Company of Vermont
Vermont
$248K +$36.3K +215 +17%
PIM
1118
Penobscot Investment Management
Massachusetts
$247K – – –
BG
1119
Bollard Group
Massachusetts
$246K +$844 +5 +0.3%
ZIM
1120
Zacks Investment Management
Illinois
$245K +$246K +1,456 New
BC
1121
Burney Company
Virginia
$244K +$244K +1,447 New
BFIC
1122
Bedell Frazier Investment Counselling
California
$243K -$25.3K -150 -9%
OWM
1123
Orgel Wealth Management
Wisconsin
$243K – – –
LFA
1124
Legacy Financial Advisors
Kentucky
$242K – – –
DK
1125
Darrell & King
Virginia
$241K – – –
43 44
45
46 47