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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
BA
1201
Baugh & Associates
Georgia
$229K – – –
MCM
1202
Maple Capital Management
Vermont
$229K +$19.5K +131 +8%
BAM
1203
Brave Asset Management
New Jersey
$228K – – –
PCMC
1204
Private Capital Management (Colorado)
Colorado
$228K +$254K +1,703 New
TAM
1205
Trillium Asset Management
Massachusetts
$226K -$160K -1,075 -39%
WP
1206
WMS Partners
Maryland
$225K – – –
CBN
1207
Cadence Bank NA
Texas
$224K – – –
PK
1208
Pflug Koory
Nebraska
$223K – – –
WCM
1209
Whitener Capital Management
North Carolina
$221K -$52.2K -350 -17%
NP
1210
NorthRock Partners
Minnesota
$221K +$246K +1,647 New
TI
1211
Truepoint Inc
Ohio
$221K +$246K +1,650 New
CF
1212
Corrigan Financial
Rhode Island
$221K +$149 +1 +0.1%
HPC
1213
Hobart Private Capital
North Carolina
$219K +$244K +1,636 New
PIA
1214
Piedmont Investment Advisors
North Carolina
$218K -$127K -851 -34%
LSA
1215
L & S Advisors
California
$218K -$20K -134 -8%
NFG
1216
Nations Financial Group
Iowa
$217K +$12.2K +82 +5%
CW
1217
Cobiz Wealth
Colorado
$216K -$4.03K -27 -2%
FWM
1218
Foresight Wealth Management
Utah
$215K +$239K +1,602 New
IBOK
1219
Independence Bank of Kentucky
Kentucky
$212K -$67K -449 -22%
SWA
1220
Stratos Wealth Advisors
Ohio
$212K +$236K +1,581 New
RCG
1221
Ruggie Capital Group
Florida
$212K +$236K +1,582 New
GWMIA
1222
Global Wealth Management Investment Advisory
Florida
$211K +$235K +1,573 New
SGAM
1223
Steinberg Global Asset Management
Florida
$210K – – –
AWS
1224
AJ Wealth Strategies
New York
$210K +$448 +3 +0.2%
STMM
1225
South Texas Money Management
Texas
$209K -$36.3K -243 -13%
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49
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