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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
PG
1101
Patten Group
Tennessee
$691K -$10.5K -60 -2%
FRA
1102
Frank Rimerman Advisors
California
$691K +$616K +3,522 New
LJAC
1103
L.J. Altfest & Co
New York
$689K -$5.08K -29 -0.8%
KF
1104
Krilogy Financial
Missouri
$688K +$192K +1,098 +46%
SWM
1105
Segment Wealth Management
Texas
$686K +$182K +1,042 +42%
FHC
1106
First Heartland Consultants
Missouri
$686K +$353K +2,015 +136%
EFS
1107
Essex Financial Services
Connecticut
$681K +$61.9K +354 +11%
APWA
1108
Atlas Private Wealth Advisors
New Jersey
$680K -$21.3K -122 -3%
CWM
1109
CMH Wealth Management
New Hampshire
$680K – – –
VCAM
1110
Van Cleef Asset Management
Ohio
$679K -$70K -400 -10%
MIG
1111
McGuire Investment Group
Rhode Island
$678K – – –
MCM
1112
Mengis Capital Management
Oregon
$677K +$8.75K +50 +1%
BG
1113
Berry Group
Massachusetts
$675K – – –
NG
1114
NWK Group
California
$674K -$14.3K -82 -2%
BA
1115
Ballew Advisors
Mississippi
$673K -$16.3K -93 -3%
D
1116
Diversified
Delaware
$673K +$576K +3,293 New
MWM
1117
Minot Wealth Management
Massachusetts
$672K +$39.9K +228 +7%
HT
1118
Heritage Trust
Oklahoma
$672K +$256K +1,461 +74%
RMAM
1119
Raab & Moskowitz Asset Management
New Jersey
$671K – – –
SAS
1120
Stelac Advisory Services
New York
$670K +$2.27K +13 +0.4%
FPCM
1121
Financial Partners Capital Management
New York
$666K – – –
NP
1122
NorthRock Partners
Minnesota
$665K -$128K -732 -18%
BMWM
1123
Brown Miller Wealth Management
Virginia
$659K +$588K +3,362 New
NSIM
1124
North Star Investment Management
Illinois
$650K – – –
IRC
1125
Investors Research Corp
Georgia
$649K – – –
43 44
45
46 47