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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
WPP
1301
Whalerock Point Partners
Rhode Island
$773K -$89.9K -502 -12%
FL
1302
FreeGulliver LLC
Louisiana
$772K +$689K +3,845 New
DAM
1303
Deepwater Asset Management
Minnesota
$772K – – –
CRWM
1304
Castle Rock Wealth Management
California
$771K +$716K +3,996 New
EK
1305
Evensky & Katz
Florida
$770K -$14.3K -80 -2%
AAM
1306
Ameraudi Asset Management
New York
$770K -$30.5K -170 -4%
SL
1307
Sentry LLC
Tennessee
$769K +$15K +84 +2%
CCMG
1308
Clark Capital Management Group
Pennsylvania
$768K +$685K +3,824 New
CAG
1309
Csenge Advisory Group
Florida
$764K +$64.9K +362 +11%
KAH
1310
Kathryn A. Hall
$759K – – –
MCM
1311
MidAtlantic Capital Management
Virginia
$759K +$677K +3,781 New
BWP
1312
Balboa Wealth Partners
Arizona
$755K +$45.9K +256 +7%
BFA
1313
Bill Few Associates
Pennsylvania
$754K +$180K +1,004 +36%
WTB
1314
Washington Trust Bank
Washington
$754K – – –
LWCFA
1315
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$751K -$43.9K -245 -6%
HB
1316
HTLF Bank
Colorado
$750K +$670K +3,739 New
ECM
1317
ExodusPoint Capital Management
New York
$750K +$656K +3,661 +4,755%
ULWM
1318
Upper Left Wealth Management
Florida
$746K +$216K +1,206 +48%
MUAMU
1319
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$743K – – –
MAM
1320
MMA Asset Management
Pennsylvania
$742K +$101K +566 +18%
AI
1321
Arvest Investments
Arkansas
$739K +$660K +3,683 New
NFSG
1322
Newbridge Financial Services Group
Florida
$738K +$45.9K +256 +7%
VF
1323
Vawter Financial
Ohio
$738K +$72K +402 +12%
OAM
1324
Occidental Asset Management
California
$737K -$187K -1,043 -22%
WA
1325
Wealth Architects
California
$736K -$4.48K -25 -0.7%
51 52
53
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