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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
CCA
1251
Conservest Capital Advisors
Pennsylvania
$604K – – –
KCM
1252
Kennicott Capital Management
California
$604K +$597K +2,735 New
OWA
1253
Octavia Wealth Advisors
Ohio
$603K -$88K -403 -13%
WDG
1254
Wealth Dimensions Group
Ohio
$601K +$22.5K +103 +4%
FC
1255
Forte Capital
New York
$599K – – –
WCM
1256
Washburn Capital Management
Florida
$599K +$22.9K +105 +4%
SWM
1257
SeaCrest Wealth Management
New York
$598K -$11.1K -51 -2%
JSC
1258
Jackson Square Capital
California
$598K +$45.2K +207 +8%
PAMP
1259
Polar Asset Management Partners
Ontario, Canada
$597K +$590K +2,700 New
SIM
1260
Stratos Investment Management
Ohio
$594K +$587K +2,689 New
WWM
1261
Windsor Wealth Management
Indiana
$590K – – –
FAM
1262
Flaharty Asset Management
Florida
$586K – – –
ACP
1263
Aveo Capital Partners
Colorado
$586K +$579K +2,653 New
FSA
1264
Fort Sheridan Advisors
Illinois
$585K +$578K +2,646 New
DDPIC
1265
Deroy & Devereaux Private Investment Counsel
Michigan
$584K – – –
EIP
1266
Ellis Investment Partners
Pennsylvania
$584K +$78.2K +358 +16%
CCM
1267
Chilton Capital Management
Texas
$581K -$3.71K -17 -0.6%
APW
1268
Aurora Private Wealth
New Jersey
$578K +$16.8K +77 +3%
BFA
1269
Beacon Financial Advisory
Ohio
$576K -$1.58M -7,256 -74%
BIM
1270
Bridges Investment Management
Nebraska
$572K -$7.64K -35 -1%
CSM
1271
CAMG Solamere Management
North Carolina
$572K +$97.8K +448 +21%
HA
1272
Harborview Advisors
Maine
$571K -$43.7K -200 -7%
MCC
1273
Money Concepts Capital
Florida
$570K -$23.1K -106 -4%
AWM
1274
Activest Wealth Management
Florida
$570K +$564K +2,581 New
TFA
1275
Tranquilli Financial Advisor
New Jersey
$568K -$1.31M -6,005 -70%
49 50
51
52 53