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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
PIA
1626
Perennial Investment Advisors
California
$215K – – –
KAM
1627
Knightsbridge Asset Management
California
$215K +$211K +939 New
ACA
1628
Aptus Capital Advisors
Alabama
$214K +$62.3K +277 +37%
DGI
1629
Disciplined Growth Investors
Minnesota
$213K +$208K +927 New
AIA
1630
Armor Investment Advisors
North Carolina
$212K – – –
NF
1631
Nikulski Financial
Iowa
$210K – – –
AFG
1632
Albion Financial Group
Utah
$210K +$206K +916 New
MFS
1633
McNamara Financial Services
Massachusetts
$210K +$206K +916 New
PCM
1634
Parsons Capital Management
Rhode Island
$209K – – –
FNWM
1635
Financial Network Wealth Management
Utah
$208K +$204K +907 New
BCP
1636
Blue Chip Partners
Michigan
$207K -$35.7K -159 -15%
SFP
1637
Shepherd Financial Partners
Massachusetts
$207K – – –
CCM
1638
Condor Capital Management
New Jersey
$207K +$203K +903 New
HCP
1639
Holt Capital Partners
Texas
$207K +$203K +903 New
VBCG
1640
Valley Brook Capital Group
Pennsylvania
$206K – – –
PMAM
1641
Picton Mahoney Asset Management
Ontario, Canada
$206K +$4.5K +20 +2%
CSIA
1642
Charles Schwab Investment Advisory
California
$206K +$201K +896 New
CDH
1643
Charles D. Hyman
$205K +$201K +892 New
FCIM
1644
Fairview Capital Investment Management
California
$205K +$201K +895 New
WTFG
1645
Wells Trecaso Financial Group
Ohio
$205K +$201K +895 New
SW
1646
SkyOak Wealth
Michigan
$203K – – –
VHAM
1647
Van Hulzen Asset Management
California
$203K +$199K +883 New
ACM
1648
Alamar Capital Management
California
$203K +$199K +886 New
EHC
1649
Everett Harris & Co
California
$203K +$199K +886 New
BBW
1650
Blue Barn Wealth
Utah
$203K +$199K +887 New
64 65
66
67 68