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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
OWM
1126
Orgel Wealth Management
Wisconsin
$370K +$108K +823 +47%
H
1127
HoyleCohen
California
$369K -$334K -2,548 -50%
F
1128
F3Logic
Minnesota
$369K -$394 -3 -0.1%
KTA
1129
Keeley-Teton Advisors
Illinois
$369K – – –
CIAS
1130
Capital Investment Advisory Services
North Carolina
$367K -$28.9K -220 -8%
PCIA
1131
Prime Capital Investment Advisors
Kansas
$366K +$104K +791 +45%
APCM
1132
Alaska Permanent Capital Management
Alaska
$364K -$250K -1,905 -43%
CFG
1133
Cooper Financial Group
California
$364K -$23.2K -177 -7%
PAM
1134
Premier Asset Management
Illinois
$364K – – –
SPM
1135
Symmetry Peak Management
Pennsylvania
$358K +$328K +2,500 New
WP
1136
WealthSource Partners
California
$356K – – –
EIP
1137
Ellis Investment Partners
Pennsylvania
$354K -$47.9K -365 -13%
AIM
1138
Alhambra Investment Management
Florida
$353K +$323K +2,465 New
MCM
1139
MV Capital Management
Maryland
$350K +$119K +905 +59%
CCM
1140
Crossvault Capital Management
Texas
$349K -$177K -1,346 -36%
WBC
1141
West Branch Capital
Massachusetts
$348K -$22.7K -173 -7%
AIP
1142
Almanack Investment Partners
Pennsylvania
$348K – – –
KL
1143
KWMG LLC
Kansas
$346K -$52.9K -403 -14%
LA
1144
Legacy Advisors
Pennsylvania
$344K -$185K -1,413 -37%
SC
1145
Skylands Capital
Wisconsin
$344K -$39.4K -300 -11%
VWA
1146
Visionary Wealth Advisors
Illinois
$344K +$61.5K +469 +24%
SFG
1147
StrategIQ Financial Group
Indiana
$342K -$132K -1,005 -30%
NFG
1148
Nations Financial Group
Iowa
$342K +$27K +206 +9%
RW
1149
REDW Wealth
New Mexico
$341K -$34.1K -260 -10%
CCG
1150
Cypress Capital Group
Florida
$338K – – –
44 45
46
47 48