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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
AIA
1576
Affinity Investment Advisors
California
– -$310K -1,870 Closed
MCP
1577
Mirador Capital Partners
California
– -$308K -1,858 Closed
LOPW
1578
Live Oak Private Wealth
North Carolina
– -$308K -1,857 Closed
ZF
1579
Zhang Financial
Michigan
– -$307K -1,856 Closed
KFC
1580
Klingenstein Fields & Co
New York
– -$300K -1,812 Closed
SAM
1581
Symphony Asset Management
California
– -$299K -1,803 Closed
NPF
1582
Norris Perne & French
Michigan
– -$299K -1,802 Closed
CIA
1583
Capital Investment Advisors
Georgia
– -$298K -1,797 Closed
NIM
1584
Northeast Investment Management
Massachusetts
– -$296K -1,789 Closed
AB
1585
Atlas Brown
Kentucky
– -$295K -1,778 Closed
CBN
1586
Cadence Bank NA
Texas
– -$290K -1,750 Closed
MC
1587
Miramar Capital
Illinois
– -$288K -1,750 Closed
PAS
1588
Professional Advisory Services
Florida
– -$287K -1,735 Closed
CWM
1589
Cabot Wealth Management
Massachusetts
– -$285K -1,721 Closed
SCA
1590
STALEY CAPITAL ADVISERS
Pennsylvania
– -$283K -1,710 Closed
SDWMA
1591
Schneider Downs Wealth Management Advisors
Pennsylvania
– -$279K -1,685 Closed
ACA
1592
Affinity Capital Advisors
California
– -$278K -1,679 Closed
SFG
1593
SevenBridge Financial Group
Pennsylvania
– -$277K -1,672 Closed
LHC
1594
Little House Capital
Massachusetts
– -$276K -1,671 Closed
GCA
1595
Gradient Capital Advisors
California
– -$275K -1,659 Closed
OFG
1596
Omega Financial Group
California
– -$272K -1,640 Closed
CFA
1597
Capstone Financial Advisors
Illinois
– -$271K -1,637 Closed
CFW
1598
CA Family Wealth
California
– -$270K -1,632 Closed
TI
1599
Truepoint Inc
Ohio
– -$264K -1,591 Closed
SW
1600
SlateStone Wealth
Florida
– -$262K -1,581 Closed
62 63
64
65 66