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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
SL
1151
Sentry LLC
Tennessee
$754K +$10.5K +59 +1%
FG
1152
Fiduciary Group
Georgia
$753K -$55.6K -312 -7%
PA
1153
Procyon Advisors
Connecticut
$751K -$349K -1,957 -33%
LWCFA
1154
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$750K – – –
MIM
1155
Montgomery Investment Management
Maryland
$749K – – –
AFO
1156
Allie Family Office
Florida
$747K – – –
FCA
1157
FinTrust Capital Advisors
South Carolina
$747K – – –
MC
1158
Moors & Cabot
Massachusetts
$746K +$174K +978 +33%
WDL
1159
Well Done LLC
Michigan
$745K +$8.38K +47 +1%
ACM
1160
Ategra Capital Management
Virginia
$745K +$121K +679 +21%
RRA
1161
Round Rock Advisors
Connecticut
$739K +$9.98K +56 +1%
DE
1162
Day & Ennis
Georgia
$733K -$41.5K -233 -6%
CAM
1163
Concorde Asset Management
Michigan
$732K +$88.8K +498 +15%
PHAM
1164
Palisades Hudson Asset Management
Florida
$731K -$3.03K -17 -0.4%
NCM
1165
Next Capital Management
New York
$729K – – –
BIM
1166
Bridges Investment Management
Nebraska
$728K – – –
NAM
1167
NorthCrest Asset Manangement
Minnesota
$727K +$37.4K +210 +6%
SDWMA
1168
Schneider Downs Wealth Management Advisors
Pennsylvania
$727K -$11.2K -63 -2%
LW
1169
Libra Wealth
California
$726K – – –
TF
1170
Tompkins Financial
New York
$726K – – –
HWA
1171
Heartwood Wealth Advisors
Virginia
$724K – – –
DAM
1172
Deepwater Asset Management
Minnesota
$720K +$685K +3,844 New
CG
1173
Cynosure Group
Utah
$719K +$275K +1,541 +67%
EK
1174
Evensky & Katz
Florida
$718K -$72K -404 -10%
BCM
1175
Barometer Capital Management
Ontario, Canada
$716K +$682K +3,825 New
45 46
47
48 49