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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
BMM
1151
Buffington Mohr McNeal
Idaho
$349K -$1.66K -11 -0.5%
CCP
1152
Cardan Capital Partners
Colorado
$349K – – –
PFA
1153
Professional Financial Advisors
Nebraska
$349K +$343K +2,279 New
WBC
1154
West Branch Capital
Massachusetts
$346K -$18.8K -125 -5%
BAM
1155
Baldrige Asset Management
Pennsylvania
$346K -$2.26K -15 -0.6%
CAL
1156
Capital Analysts LLC
Pennsylvania
$344K +$325K +2,162 +1,578%
CL
1157
CIM LLC
New York
$343K – – –
MM
1158
Meridian Management
Arkansas
$343K – – –
NMC
1159
Nine Masts Capital
Hong Kong
$343K +$345K +2,292 New
FHA
1160
Flagship Harbor Advisors
Massachusetts
$342K -$1.18M -7,860 -77%
CSIC
1161
Clifford Swan Investment Counsel
California
$342K – – –
SSW
1162
Smith Shellnut Wilson
Mississippi
$340K – – –
CBN
1163
Cadence Bank NA
Texas
$340K +$106K +703 +45%
MCA
1164
Mercer Capital Advisers
New Jersey
$339K – – –
APW
1165
Aurora Private Wealth
New Jersey
$338K +$4.66K +31 +1%
RIM
1166
Rockbridge Investment Management
New York
$335K +$54.9K +365 +19%
CSPIA
1167
Cary Street Partners Investment Advisory
Virginia
$334K +$335K +2,229 New
HI
1168
Harrington Investments
California
$333K -$60.2K -400 -15%
AUB
1169
Atlantic Union Bankshares
Virginia
$332K +$23K +153 +7%
TA
1170
TFG Advisers
Michigan
$331K +$1.05K +7 +0.3%
CF
1171
Centaurus Financial
California
$331K +$10.2K +68 +3%
PMAM
1172
Picton Mahoney Asset Management
Ontario, Canada
$331K +$94.8K +630 +40%
CAG
1173
Csenge Advisory Group
Florida
$330K -$119K -794 -27%
WP
1174
WealthSource Partners
California
$330K -$42.9K -285 -11%
SFG
1175
StrategIQ Financial Group
Indiana
$330K -$28K -186 -8%
45 46
47
48 49