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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
PFC
1126
Poplar Forest Capital
California
$814K +$1.75K +8 +0.2%
BCM
1127
BTR Capital Management
California
$813K -$21.8K -100 -3%
KIA
1128
KCM Investment Advisors
California
$811K +$133K +609 +20%
GH
1129
GAM Holding
Switzerland
$806K – – –
SFG
1130
StrategIQ Financial Group
Indiana
$806K +$270K +1,235 +51%
BW
1131
Bison Wealth
Georgia
$805K +$542K +2,481 +214%
AIS
1132
American Investment Services
Massachusetts
$804K -$42.6K -195 -5%
MA
1133
MBA Advisors
Pennsylvania
$802K +$793K +3,631 New
RDFA
1134
Ritter Daniher Financial Advisory
Ohio
$801K -$101K -462 -11%
FFG
1135
Fullen Financial Group
Ohio
$801K +$1.97K +9 +0.2%
PG
1136
Patten Group
Tennessee
$801K +$21.8K +100 +3%
TCM
1137
Teza Capital Management
Illinois
$797K +$787K +3,606 New
BTW
1138
Boston Trust Walden
Massachusetts
$796K -$1.11M -5,103 -59%
NB
1139
Northwest Bancshares
Pennsylvania
$796K – – –
PL
1140
Plancorp LLC
Missouri
$795K – – –
PAM
1141
Private Asset Management
California
$792K +$131K +600 +20%
PHAM
1142
Palisades Hudson Asset Management
Florida
$788K -$2.62K -12 -0.3%
W
1143
Wealthquest
Ohio
$787K – – –
WAAG
1144
Wealth Alliance Advisory Group
Kansas
$786K – – –
FNT
1145
First Nebraska Trust
Nebraska
$780K – – –
FRA
1146
Frank Rimerman Advisors
California
$778K – – –
HFA
1147
High Falls Advisors
New York
$778K +$769K +3,521 New
LJAC
1148
L.J. Altfest & Co
New York
$777K – – –
MMHP
1149
Murphy Middleton Hinkle & Parker
Georgia
$775K -$11.6K -53 -1%
OWP
1150
Obermeyer Wealth Partners
Colorado
$775K +$379K +1,735 +98%
44 45
46
47 48