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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
RWA
1201
RGT Wealth Advisors
Texas
$439K +$56.6K +358 +16%
SWRP
1202
Summit Wealth & Retirement Planning
California
$438K -$2.06K -13 -0.5%
PAMG
1203
Patton Albertson Miller Group
Tennessee
$436K -$128K -807 -23%
CCM
1204
Chilton Capital Management
Texas
$436K -$22K -139 -5%
SL
1205
Stevard LLC
Illinois
$433K +$413K +2,616 New
BFO
1206
Biltmore Family Office
North Carolina
$432K – – –
TWA
1207
TCI Wealth Advisors
Arizona
$431K -$60.4K -382 -13%
WBC
1208
West Branch Capital
Massachusetts
$430K -$43.8K -277 -10%
FHA
1209
Flagship Harbor Advisors
Massachusetts
$428K +$34.6K +219 +9%
HIIFS
1210
Harel Insurance Investments & Financial Services
Israel
$427K -$15.8K -100 -4%
LA
1211
Lynch & Associates
Indiana
$427K – – –
CCMG
1212
Clark Capital Management Group
Pennsylvania
$426K -$24.3K -154 -6%
MPM
1213
Meritage Portfolio Management
Kansas
$421K -$23.7K -150 -6%
CFS
1214
CRA Financial Services
New Jersey
$420K +$24.3K +154 +6%
BMM
1215
Buffington Mohr McNeal
Idaho
$418K – – –
SAM
1216
Seelaus Asset Management
New Jersey
$414K -$63.8K -404 -14%
WIP
1217
Wellesley Investment Partners
Massachusetts
$414K -$36.7K -232 -8%
CS
1218
Cannell & Spears
New York
$414K +$134K +851 +52%
BAM
1219
Baldrige Asset Management
Pennsylvania
$411K -$6.16K -39 -2%
AG
1220
Algert Global
California
$407K +$388K +2,457 New
DLCIG
1221
D.L. Carlson Investment Group
New Hampshire
$406K +$25.3K +160 +7%
AIP
1222
Almanack Investment Partners
Pennsylvania
$402K -$24.8K -157 -6%
DBRC
1223
D.B. Root & Company
Pennsylvania
$402K – – –
PA
1224
Procyon Advisors
Connecticut
$402K +$384K +2,427 New
AWA
1225
Alaska Wealth Advisors
Alaska
$400K -$322K -2,036 -46%
47 48
49
50 51