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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
EIP
1126
Ellis Investment Partners
Pennsylvania
$537K +$12.2K +77 +2%
PFGIA
1127
Patriot Financial Group Insurance Agency
Massachusetts
$537K +$34.1K +216 +7%
KL
1128
KWMG LLC
Kansas
$537K +$80.9K +512 +19%
LCM
1129
Logan Capital Management
Pennsylvania
$536K – – –
SPP
1130
Single Point Partners
Massachusetts
$536K +$511K +3,234 New
CWM
1131
Concentric Wealth Management
California
$534K +$316 +2 +0.1%
AIC
1132
Ayalon Insurance Company
Israel
$530K +$15.8K +100 +3%
MPCG
1133
Matrix Private Capital Group
New York
$530K +$506K +3,201 New
AWM
1134
Altium Wealth Management
New York
$528K -$78.7K -498 -14%
SCM
1135
Schnieders Capital Management
California
$528K +$15.8K +100 +3%
BWM
1136
BigSur Wealth Management
Florida
$527K – – –
SCM
1137
Southport Capital Management
Tennessee
$527K +$503K +3,183 New
BA
1138
Bristlecone Advisors
Washington
$524K +$33.2K +210 +7%
CCG
1139
Cypress Capital Group
Florida
$519K -$2.21K -14 -0.4%
ZB
1140
Zions Bancorporation
Utah
$519K +$30.7K +194 +7%
BRWM
1141
B. Riley Wealth Management
Tennessee
$517K -$84.1K -532 -15%
YWP
1142
YorkBridge Wealth Partners
New York
$517K -$60.1K -380 -11%
EDRH
1143
Edmond de Rothschild Holding
Switzerland
$512K – – –
HI
1144
Harrington Investments
California
$512K – – –
PCS
1145
Personal CFO Solutions
New Jersey
$512K +$1.42K +9 +0.3%
FFN
1146
Focus Financial Network
Minnesota
$512K +$165K +1,046 +51%
PTB
1147
Pioneer Trust Bank
Oregon
$511K – – –
CG
1148
Cynosure Group
Utah
$507K – – –
ACM
1149
Ategra Capital Management
Virginia
$507K -$93.7K -593 -16%
GLLW
1150
Graves Light Lenhart Wealth
Virginia
$506K -$284K -1,800 -37%
44 45
46
47 48