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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
CBN
1101
Cadence Bank NA
Texas
$350K +$23.1K +150 +7%
BCM
1102
BTR Capital Management
California
$350K +$347K +2,252 New
VCAM
1103
Van Cleef Asset Management
Ohio
$348K – – –
FHA
1104
Flagship Harbor Advisors
Massachusetts
$347K -$24.5K -159 -7%
IC
1105
InterOcean Capital
Illinois
$347K -$3.39K -22 -1%
AWS
1106
AJ Wealth Strategies
New York
$347K +$6.78K +44 +2%
CCM
1107
Crabel Capital Management
California
$345K +$59.5K +386 +21%
WP
1108
WMS Partners
Maryland
$345K +$73.1K +474 +27%
APCM
1109
Alaska Permanent Capital Management
Alaska
$345K +$343K +2,225 New
GIA
1110
GHP Investment Advisors
Colorado
$343K +$462 +3 +0.1%
PPCM
1111
Pillar Pacific Capital Management
California
$342K -$15.6K -101 -4%
CAM
1112
Concorde Asset Management
Michigan
$340K -$399K -2,589 -54%
BWM
1113
BerganKDV Wealth Management
Minnesota
$339K -$1.08K -7 -0.3%
MWM
1114
Modera Wealth Management
New Jersey
$338K +$42.4K +275 +15%
FPS
1115
Fieldpoint Private Securities
Connecticut
$337K +$275K +1,785 +470%
SMFG
1116
Sumitomo Mitsui Financial Group
Japan
$336K -$654K -4,245 -66%
HA
1117
Harborview Advisors
Maine
$334K +$18K +117 +6%
PFA
1118
Pettinga Financial Advisors
Indiana
$334K +$108K +700 +48%
IIC
1119
Ironwood Investment Counsel
Arizona
$333K -$80.8K -524 -20%
PBO
1120
Peoples Bank (Ohio)
Ohio
$332K -$22K -143 -6%
MFW
1121
Mosaic Family Wealth
Missouri
$331K – – –
SCA
1122
STALEY CAPITAL ADVISERS
Pennsylvania
$328K +$325K +2,110 New
BFC
1123
Bedel Financial Consulting
Indiana
$326K +$10.8K +70 +3%
FIM
1124
Frontier Investment Management
Texas
$325K +$2.77K +18 +0.9%
CA
1125
Cornerstone Advisory
Maryland
$324K -$5.7K -37 -2%
43 44
45
46 47