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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
WIC
1151
Whitegate Investment Counselors
New Hampshire
$1.09M – – –
NGA
1152
Naples Global Advisors
Florida
$1.09M +$13.1K +65 +1%
SCM
1153
Saxony Capital Management
Missouri
$1.09M +$1.01M +5,031 New
AV
1154
Alamea Verwaltungs
New Jersey
$1.08M – – –
KFI
1155
Key Financial Inc
Pennsylvania
$1.08M +$34.2K +170 +4%
TFA
1156
Toth Financial Advisory
Virginia
$1.08M +$506K +2,514 +101%
CM
1157
Corvex Management
New York
$1.08M -$503K -2,500 -33%
GIO
1158
Galilei Investment Office
United Kingdom
$1.08M – – –
PL
1159
Plancorp LLC
Missouri
$1.08M -$12.5K -62 -1%
PF
1160
Parker Financial
Washington
$1.08M -$61.2K -304 -6%
LTL
1161
Lowery Thomas LLC
California
$1.08M +$42.9K +213 +4%
PGWM
1162
Pitti Group Wealth Management
New York
$1.08M -$52.5K -261 -5%
SFB
1163
STAR Financial Bank
Indiana
$1.07M -$19.1K -95 -2%
FFA
1164
Fragasso Financial Advisors
Pennsylvania
$1.07M -$10.7K -53 -1%
WCM
1165
Washington Capital Management
Washington
$1.07M +$576K +2,864 +138%
OWP
1166
Obermeyer Wealth Partners
Colorado
$1.06M -$18.7K -93 -2%
CTA
1167
Camelot Technology Advisors
California
$1.06M +$2.62K +13 +0.3%
ONST
1168
Old North State Trust
North Carolina
$1.05M -$992K -4,932 -50%
BFA
1169
Bragg Financial Advisors
North Carolina
$1.05M -$12.5K -62 -1%
MC
1170
Middleton & Co
Massachusetts
$1.05M -$221K -1,100 -18%
ZBNA
1171
Zions Bancorporation, National Association
Utah
$1.05M – – –
SWA
1172
SOA Wealth Advisors
New York
$1.05M -$16M -79,302 -55%
WPC
1173
White Pine Capital
Minnesota
$1.04M +$4.03K +20 +0.4%
DLCIG
1174
D.L. Carlson Investment Group
New Hampshire
$1.04M -$429K -2,130 -31%
RIA
1175
Regal Investment Advisors
Michigan
$1.04M -$73.3K -364 -7%
45 46
47
48 49