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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1126
Avitas Wealth Management
California
$644K +$575K +3,285 New
RFM
1127
Royal Fund Management
Florida
$644K +$575K +3,287 New
CFA
1128
Capstone Financial Advisors
Illinois
$641K +$39.9K +228 +8%
BSAM
1129
Blue Sky Asset Management
Colorado
$641K +$525K +3,003 New
NGA
1130
Naples Global Advisors
Florida
$640K +$18.5K +106 +3%
NFG
1131
Nations Financial Group
Iowa
$640K +$160K +917 +39%
GP
1132
Geneva Partners
Wisconsin
$640K +$571K +3,262 New
WIC
1133
Woodmont Investment Counsel
Tennessee
$638K -$14K -80 -2%
MSAGDF
1134
Moneda SA Administradora General de Fondos
Chile
$638K +$569K +3,252 New
RFA
1135
Reilly Financial Advisors
California
$637K +$87.8K +502 +18%
AC
1136
Abbrea Capital
California
$635K +$17K +97 +3%
CF
1137
Centaurus Financial
California
$635K +$180K +1,028 +46%
EGA
1138
Eagle Global Advisors
Texas
$634K +$350 +2 +0.1%
LFF
1139
Level Four Financial
Texas
$634K +$566K +3,235 New
GC
1140
Grace Capital
Massachusetts
$633K – – –
WPA
1141
West Paces Advisors
Georgia
$630K +$46.5K +266 +9%
FDCC
1142
Foster Dykema Cabot & Co
Massachusetts
$629K -$68.6K -392 -11%
TNB
1143
Thomasville National Bank
Georgia
$626K +$21.9K +125 +4%
KPCM
1144
Kings Point Capital Management
New York
$626K +$39.2K +224 +8%
TIA
1145
Tiemann Investment Advisors
California
$625K – – –
PFG
1146
Pacific Financial Group
Washington
$621K +$42.5K +243 +8%
OSNBOA
1147
Old Second National Bank of Aurora
Illinois
$620K -$11.4K -65 -2%
FNBOO
1148
First National Bank of Omaha
Nebraska
$620K – – –
WA
1149
Wealth Architects
California
$619K -$94.1K -538 -15%
MCG
1150
McCollum Christoferson Group
New York
$618K -$70K -400 -11%
44 45
46
47 48