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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
MAS
1101
Madden Advisory Services
Florida
$321K – – –
PWW
1102
Pettyjohn Wood & White
Virginia
$321K – – –
OAM
1103
Oberweis Asset Management
Illinois
$321K +$358K +2,400 New
FG
1104
Fiduciary Group
Georgia
$319K – – –
DBRC
1105
D.B. Root & Company
Pennsylvania
$317K +$74.3K +498 +27%
GCA
1106
Gradient Capital Advisors
California
$316K – – –
CW
1107
CreativeOne Wealth
Kansas
$316K +$352K +2,361 New
FHA
1108
Flagship Harbor Advisors
Massachusetts
$314K -$1.63M -10,928 -82%
ELI
1109
Empire Life Investments
Ontario, Canada
$314K +$350K +2,343 New
BCM
1110
Birmingham Capital Management
Alabama
$312K – – –
MCP
1111
Mirador Capital Partners
California
$311K -$2.59M -17,351 -88%
WPW
1112
Waldron Private Wealth
Pennsylvania
$311K +$4.33K +29 +1%
LNB
1113
Ledyard National Bank
$310K +$18.9K +127 +6%
NFG
1114
NewFocus Financial Group
Washington
$309K – – –
HR
1115
Hayden Royal
North Carolina
$307K +$342K +2,295 New
HFA
1116
Huber Financial Advisors
Illinois
$306K +$129K +867 +61%
AW
1117
ACG Wealth
Georgia
$305K -$36.6K -245 -10%
VSWA
1118
Vontobel Swiss Wealth Advisors
Switzerland
$305K – – –
UWPG
1119
Ullmann Wealth Partners Group
Florida
$305K +$149 +1 +0%
MCA
1120
Mercer Capital Advisers
New Jersey
$303K – – –
GIA
1121
Gladstone Institutional Advisory
Florida
$303K +$338K +2,264 New
IC
1122
InterOcean Capital
Illinois
$302K -$17.6K -118 -5%
CCM
1123
Carlson Capital Management
Minnesota
$302K +$8.95K +60 +3%
DWA
1124
Douglass Winthrop Advisors
New York
$300K -$92.1K -617 -22%
CAM
1125
Concorde Asset Management
Michigan
$300K -$82.2K -551 -20%
43 44
45
46 47