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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
C
1501
Cliffwater
California
$293K – – –
TRIA
1502
Trail Ridge Investment Advisors
Colorado
$292K -$540K -2,930 -63%
LA
1503
LexAurum Advisors
Kansas
$292K – – –
LCM
1504
Logan Capital Management
Pennsylvania
$292K – – –
MWA
1505
Monograph Wealth Advisors
California
$292K +$184 +1 +0.1%
MAS
1506
Madden Advisory Services
Florida
$292K +$17.9K +97 +6%
LDB
1507
Lee, Danner & Bass
Tennessee
$292K +$45.9K +249 +17%
AG
1508
Advocate Group
Minnesota
$292K +$318K +1,725 New
BCM
1509
Bluefin Capital Management
New York
$290K -$9.22K -50 -3%
AFA
1510
Atlas Financial Advisors
California
$289K +$9.59K +52 +3%
MAWCM
1511
Mine & Arao Wealth Creation & Management
California
$288K +$25.1K +136 +9%
SFP
1512
Shepherd Financial Partners
Massachusetts
$288K +$111K +600 +55%
RP
1513
Rice Partnership
Hawaii
$287K +$14K +76 +5%
WWA
1514
WC Walker & Associates
California
$286K -$28.9K -157 -9%
SAM
1515
S.A. Mason
Michigan
$286K – – –
AP
1516
Advisor Partners
California
$285K +$37.4K +203 +14%
BA
1517
Bluesphere Advisors
Pennsylvania
$284K -$38.2K -207 -11%
GWMIA
1518
Global Wealth Management Investment Advisory
Florida
$284K +$2.03K +11 +0.7%
RF
1519
Resolute Financial
Massachusetts
$282K -$5.71K -31 -2%
PK
1520
Pflug Koory
Nebraska
$282K – – –
ISB
1521
Iowa State Bank
Iowa
$281K -$7.56K -41 -2%
DWM
1522
Drive Wealth Management
Utah
$281K +$306K +1,662 New
WCM
1523
Wunderlich Capital Managemnt
Tennessee
$280K -$44.2K -240 -13%
AAMC
1524
Asset Allocation & Management Company
Illinois
$280K – – –
TFS
1525
Thoroughbred Financial Services
Tennessee
$280K – – –
59 60
61
62 63