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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
WGC
1601
Watts Gwilliam & Co
Arizona
$453K +$446K +2,082 New
KBFS
1602
Kohmann Bosshard Financial Services
Ohio
$452K -$16.7K -78 -4%
RP
1603
Rice Partnership
Hawaii
$452K +$9.84K +46 +2%
PCS
1604
Private Client Services
Kentucky
$449K +$199K +932 +85%
FCM
1605
Fourpath Capital Management
Oklahoma
$449K -$9.63K -45 -2%
MPM
1606
Meritage Portfolio Management
Kansas
$448K +$3.85K +18 +0.9%
VIM
1607
Vista Investment Management
Pennsylvania
$448K – – –
LI
1608
LMCG Investments
Massachusetts
$447K -$50.5K -236 -10%
PCM
1609
Parsons Capital Management
Rhode Island
$447K – – –
CG
1610
Cynosure Group
Utah
$444K -$172K -806 -29%
KAM
1611
KEB Asset Management
Illinois
$444K – – –
TL
1612
Tradewinds LLC
North Carolina
$443K -$60.6K -283 -12%
LCM
1613
Lunt Capital Management
Utah
$443K – – –
BAM
1614
Byrne Asset Management
New Jersey
$443K +$429K +2,005 New
VIA
1615
Vickerman Investment Advisors
Washington
$442K -$9.63K -45 -2%
BIA
1616
Benchmark Investment Advisors
Illinois
$442K +$428K +2,000 New
CFP
1617
Cypress Financial Planning
New Jersey
$441K -$25.3K -118 -6%
CWM
1618
Concentric Wealth Management
California
$441K +$214 +1 +0.1%
WF
1619
Warner Financial
Maryland
$440K +$428 +2 +0.1%
NPA
1620
Nichols & Pratt Advisers
Massachusetts
$440K -$74.9K -350 -15%
RA
1621
Rise Advisors
New York
$439K +$24.6K +115 +6%
PWM
1622
Penobscot Wealth Management
Maine
$439K +$171K +798 +67%
MAG
1623
Mayfair Advisory Group
Alabama
$439K – – –
AUB
1624
Atlantic Union Bankshares
Virginia
$438K – – –
BFA
1625
Brown Financial Advisory
Alabama
$437K – – –
63 64
65
66 67