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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
BIM
1601
Baldwin Investment Management
Pennsylvania
$229K – – –
BCM
1602
Buckhead Capital Management
Georgia
$229K – – –
DP
1603
Dearborn Partners
Illinois
$229K – – –
KMWM
1604
Keudell/Morrison Wealth Management
Oregon
$229K – – –
OWM
1605
Orgel Wealth Management
Wisconsin
$229K – – –
UMC
1606
United Maritime Capital
New York
$229K – – –
WSC
1607
Wellington Shields & Co
New York
$229K – – –
FGAM
1608
Financial Gravity Asset Management
Texas
$229K +$899 +4 New
GIM
1609
Grassi Investment Management
California
$229K +$2.25K +10 +1%
TC
1610
Tenret Company
Florida
$229K +$225K +1,000 New
GHA
1611
GW Henssler & Associates
Georgia
$226K – – –
BHIC
1612
Bassett Hargrove Investment Counsel
Delaware
$225K +$220K +979 New
HBT
1613
Hills Bank & Trust
Iowa
$224K – – –
LPT
1614
Legacy Private Trust
Wisconsin
$223K – – –
SA
1615
Shilanski & Associates
Alaska
$223K +$1.8K +8 +0.8%
AWA
1616
Arete Wealth Advisors
Illinois
$223K +$230K +1,021 +58%
OFA
1617
Oak Family Advisors
Illinois
$222K – – –
PCM
1618
Penn Capital Management
Pennsylvania
$222K +$218K +970 New
TLFA
1619
True Link Financial Advisors
California
$221K -$31.7K -141 -13%
IWS
1620
Insight Wealth Strategies
California
$221K +$216K +962 New
BOH
1621
Bank of Hawaii
Hawaii
$220K -$2.25K -10 -1%
CIP
1622
Chartwell Investment Partners
Pennsylvania
$220K – – –
GF
1623
Gries Financial
Ohio
$220K +$225 +1 +0.1%
TFA
1624
TPG Financial Advisors
Oregon
$217K -$36.9K -164 -15%
UCMOK
1625
United Capital Management of KS
Kansas
$216K -$44.5K -198 -17%
63 64
65
66 67