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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
HCA
1326
Horan Capital Advisors
Ohio
$188K +$189K +1,257 New
OSAM
1327
O'Shaughnessy Asset Management
Connecticut
$183K – – –
MHR
1328
Matthew Hamilton Rosenberg
$182K – – –
NL
1329
NKCFO LLC
Illinois
$180K +$181K +1,200 New
VCM
1330
Versant Capital Management
Arizona
$175K – – –
BW
1331
Bison Wealth
Georgia
$174K -$59.7K -397 -25%
GWMIA
1332
Global Wealth Management Investment Advisory
Florida
$172K – – –
FNBOSM
1333
First National Bank of South Miami
Florida
$171K +$113K +753 +194%
TF
1334
Tompkins Financial
New York
$165K – – –
RTC
1335
Riverview Trust Company
Washington
$163K -$5.87K -39 -3%
BWP
1336
Baldwin Wealth Partners
Massachusetts
$163K -$4.51K -30 -3%
PAIM
1337
Punch & Associates Investment Management
Minnesota
$155K – – –
JFA
1338
JNBA Financial Advisors
Minnesota
$154K +$2.71K +18 +2%
MRCM
1339
M&R Capital Management
New Jersey
$149K – – –
RCA
1340
Rowland Carmichael Advisors
Arizona
$149K – – –
EWM
1341
Endurance Wealth Management
Rhode Island
$148K +$85K +565 +132%
ACA
1342
Aptus Capital Advisors
Alabama
$147K +$83.9K +558 +131%
AIA
1343
Armor Investment Advisors
North Carolina
$139K – – –
HFS
1344
Hantz Financial Services
Michigan
$137K -$130K -864 -49%
TCOV
1345
Trust Company of Vermont
Vermont
$136K -$115K -767 -46%
CHA
1346
Carmichael Hill & Associates
Maryland
$133K +$36.1K +240 +37%
SFG
1347
Sowa Financial Group
Rhode Island
$132K – – –
RMC
1348
Resources Management Corp
Connecticut
$128K -$15K -100 -10%
RBC
1349
Roble Belko & Company
Pennsylvania
$125K – – –
ADL
1350
Asset Dedication LLC
California
$122K +$5.72K +38 +5%
52 53
54
55 56