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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
VL
1626
Vima LLC
Michigan
$748K +$699K +2,488 New
JFA
1627
JNBA Financial Advisors
Minnesota
$747K -$40.7K -145 -6%
HWM
1628
Hohimer Wealth Management
Washington
$747K – – –
WWM
1629
Woodside Wealth Management
Massachusetts
$745K – – –
SFP
1630
Shepherd Financial Partners
Massachusetts
$745K -$30.3K -108 -4%
AIS
1631
American Investment Services
Massachusetts
$744K – – –
RF
1632
Rossby Financial
Florida
$744K +$369K +1,314 +113%
OSNBOA
1633
Old Second National Bank of Aurora
Illinois
$743K – – –
DCM
1634
Discovery Capital Management
Connecticut
$742K – – –
CCM
1635
Canal Capital Management
Virginia
$741K -$3.65K -13 -0.5%
JWM
1636
JGP Wealth Management
Oregon
$740K -$18.3K -65 -3%
EWS
1637
Eagle Wealth Strategies
New Jersey
$740K – – –
JBW
1638
Journey Beyond Wealth
Georgia
$739K – – –
BIA
1639
Bigelow Investment Advisors
Maine
$737K -$8.99K -32 -1%
RFN
1640
RDA Financial Network
Iowa
$734K -$26.4K -94 -4%
ECAM
1641
East Coast Asset Management
Massachusetts
$733K -$5.06K -18 -0.7%
MAM
1642
Mainsail Asset Management
Alabama
$732K -$5.9K -21 -0.8%
TIA
1643
Tiemann Investment Advisors
California
$725K – – –
BEAM
1644
Baker Ellis Asset Management
Washington
$724K – – –
CPA
1645
Capital Performance Advisors
California
$723K -$394K -1,402 -37%
BA
1646
Bluesphere Advisors
Pennsylvania
$721K +$111K +394 +20%
SCA
1647
St. Clair Advisors
Ohio
$720K -$2.74M -9,756 -80%
WC
1648
Waterloo Capital
Texas
$720K +$674K +2,397 New
BCM
1649
Buckhead Capital Management
Georgia
$720K – – –
LA
1650
LM Advisors
California
$719K +$499K +1,775 +285%
64 65
66
67 68