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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
1626
Dorchester Wealth Management
Quebec, Canada
$400K +$165K +825 +77%
AC
1627
Avestar Capital
New York
$400K +$379K +1,900 New
W
1628
WorthPointe
California
$399K -$111K -558 -23%
ACI
1629
Alpha Cubed Investments
California
$399K +$379K +1,898 New
WIA
1630
World Investment Advisors
California
$399K -$1.17M -5,864 -76%
ZIM
1631
Zacks Investment Management
Illinois
$398K -$3.5M -17,529 -90%
FBT
1632
First Bank & Trust
South Dakota
$398K +$378K +1,893 New
HP
1633
Holistic Planning
Texas
$398K -$42.5K -213 -10%
SW
1634
SkyOak Wealth
Michigan
$398K +$22.5K +113 +6%
RFA
1635
Register Financial Advisors
Georgia
$397K +$170K +852 +82%
RA
1636
Rise Advisors
New York
$396K +$2K +10 +0.5%
AAMC
1637
Asset Allocation & Management Company
Illinois
$395K +$19.9K +100 +6%
BSB
1638
Bangor Savings Bank
Maine
$393K -$2.99K -15 -0.8%
RC
1639
Roundview Capital
New Jersey
$391K -$3.99K -20 -1%
DSN
1640
D. Scott Neal
Kentucky
$391K – – –
HFS
1641
Heritage Financial Services
Massachusetts
$391K -$135K -678 -27%
TCOO
1642
Trust Company of Oklahoma
Oklahoma
$389K – – –
NIM
1643
Northeast Investment Management
Massachusetts
$388K +$31.5K +158 +9%
SPWM
1644
Schrum Private Wealth Management
Florida
$388K +$368K +1,845 New
GIA
1645
GHP Investment Advisors
Colorado
$388K +$199 +1 +0.1%
SAG
1646
Spotlight Asset Group
Illinois
$387K – – –
AFS
1647
AFG Fiduciary Services
Massachusetts
$387K -$75K -376 -17%
MAG
1648
Members Advisory Group
New York
$386K +$366K +1,834 New
GL
1649
Gerber LLC
Ohio
$386K – – –
RVPG
1650
Relative Value Partners Group
$385K – – –
64 65
66
67 68