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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
FPFS
1501
First Personal Financial Services
North Carolina
$285K +$226K +1,240 +253%
AG
1502
Advocate Group
Minnesota
$284K – – –
LA
1503
LexAurum Advisors
Kansas
$284K – – –
LCM
1504
Logan Capital Management
Pennsylvania
$284K – – –
MAS
1505
Madden Advisory Services
Florida
$284K +$182 +1 +0.1%
VNB
1506
Virginia National Bank
Virginia
$283K -$1.19M -6,544 -79%
DA
1507
Doliver Advisors
Texas
$282K -$128K -702 -29%
MAWCM
1508
Mine & Arao Wealth Creation & Management
California
$281K – – –
HS
1509
Horan Securities
United States
$281K +$365 +2 +0.1%
KTC
1510
Kistler-Tiffany Companies
Pennsylvania
$278K -$55.8K -306 -15%
YIH
1511
Y-Intercept (HK)
Hong Kong
$278K +$307K +1,684 New
LDB
1512
Lee, Danner & Bass
Tennessee
$277K -$8.21K -45 -3%
BA
1513
Bluesphere Advisors
Pennsylvania
$277K – – –
WCM
1514
Wunderlich Capital Managemnt
Tennessee
$277K +$5.11K +28 +2%
HCM
1515
Highview Capital Management
Illinois
$276K -$45.6K -250 -13%
SAM
1516
S.A. Mason
Michigan
$276K -$2.37K -13 -0.8%
PK
1517
Pflug Koory
Nebraska
$275K – – –
BWM
1518
BerganKDV Wealth Management
Minnesota
$274K +$46.7K +256 +18%
PCMC
1519
Paragon Capital Management (Colorado)
Colorado
$274K +$304K +1,664 New
IMOV
1520
Investment Management of Virginia
Virginia
$273K -$561K -3,077 -65%
AAMC
1521
Asset Allocation & Management Company
Illinois
$273K – – –
IC
1522
Inverness Counsel
New York
$273K – – –
UWPG
1523
Ullmann Wealth Partners Group
Florida
$272K -$587K -3,216 -66%
GH
1524
GAM Holding
Switzerland
$272K -$62.4K -342 -17%
SIA
1525
Soltis Investment Advisors
Utah
$272K +$301K +1,651 New
59 60
61
62 63