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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
MG
1426
McCutchen Group
Washington
$297K +$700 +4 +0.3%
PWM
1427
PBMares Wealth Management
Virginia
$297K +$265K +1,513 New
LHC
1428
Little House Capital
Massachusetts
$296K +$265K +1,513 New
SNT
1429
Security National Trust
West Virginia
$294K – – –
WSCM
1430
Wellington Shields Capital Management
New York
$292K +$261K +1,489 New
HC
1431
Hamilton Capital
Ohio
$292K +$261K +1,490 New
CSWG
1432
Cardinal Strategic Wealth Guidance
Kentucky
$291K -$42K -240 -14%
OSAM
1433
O'Shaughnessy Asset Management
Connecticut
$289K +$43.7K +250 +20%
GIP
1434
Granite Investment Partners
California
$288K – – –
KM
1435
Kalos Management
Georgia
$288K +$236K +1,350 New
AWA
1436
Arete Wealth Advisors
Illinois
$287K -$639K -3,653 -71%
GCM
1437
Gables Capital Management
Florida
$287K – – –
VCP
1438
Vista Capital Partners
Oregon
$286K -$66.1K -378 -21%
GSWM
1439
Golden State Wealth Management
California
$286K -$9.45K -54 -4%
BSSFA
1440
Baron Silver Stevens Financial Advisors
Florida
$286K +$255K +1,459 New
JFA
1441
JNBA Financial Advisors
Minnesota
$285K +$74.4K +425 +41%
IWP
1442
IAG Wealth Partners
Wisconsin
$284K – – –
HCM
1443
Hilton Capital Management
New York
$283K – – –
JWM
1444
JGP Wealth Management
Oregon
$283K – – –
DWM
1445
Darwin Wealth Management
Florida
$282K +$14.7K +84 +6%
FCA
1446
FLC Capital Advisors
California
$281K – – –
CIC
1447
Cornercap Investment Counsel
Georgia
$280K +$295K +1,688 New
SAM
1448
SP Asset Management
California
$279K -$15.7K -90 -7%
LA
1449
Legacy Advisors
Pennsylvania
$279K -$10.8K -62 -4%
GAM
1450
Gemmer Asset Management
California
$279K -$6.47K -37 -3%
56 57
58
59 60