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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
AIS
1176
American Investment Services
Massachusetts
$745K +$11.4K +56 +2%
CAM
1177
Concorde Asset Management
Michigan
$743K -$66.3K -325 -8%
RIM
1178
Rockbridge Investment Management
New York
$743K +$204 +1 +0%
TF
1179
Tompkins Financial
New York
$739K +$590K +2,892 +410%
GI
1180
Glovista Investments
New Jersey
$739K +$734K +3,598 New
OWA
1181
Outlook Wealth Advisors
Texas
$737K -$2.24K -11 -0.3%
SLWS
1182
Swaine & Leidel Wealth Services
Florida
$735K +$150K +735 New
SHFP
1183
Second Half Financial Partners
Florida
$735K +$678K +3,325 New
AWM
1184
Avitas Wealth Management
California
$731K -$68.1K -334 -9%
PFGIA
1185
Patriot Financial Group Insurance Agency
Massachusetts
$729K -$5.3K -26 -0.7%
RWM
1186
Raffa Wealth Management
District of Columbia
$727K -$13.3K -65 -2%
WIC
1187
Woodmont Investment Counsel
Tennessee
$724K +$30.2K +148 +4%
VWM
1188
Venturi Wealth Management
Texas
$723K -$2.25M -11,020 -76%
1CP
1189
17 Capital Partners
Arizona
$723K – – –
FRA
1190
Frank Rimerman Advisors
California
$723K – – –
FG
1191
Fiduciary Group
Georgia
$721K – – –
FNT
1192
First Nebraska Trust
Nebraska
$719K – – –
PMFA
1193
Plante Moran Financial Advisors
Michigan
$719K -$417K -2,045 -37%
WCM
1194
Washburn Capital Management
Florida
$718K -$31.6K -155 -4%
CCM
1195
Compton Capital Management
Rhode Island
$714K -$127K -624 -15%
BWA
1196
Bordeaux Wealth Advisors
California
$712K -$215K -1,053 -23%
TT
1197
TI-Trust
Illinois
$711K +$8.57K +42 +1%
KFI
1198
Key Financial Inc
Pennsylvania
$711K +$27.7K +136 +4%
PL
1199
Plancorp LLC
Missouri
$706K – – –
CSA
1200
Cottage Street Advisors
Massachusetts
$705K – – –
46 47
48
49 50