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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
IIA
1676
Integral Investment Advisors
California
$537K +$27.1K +105 +5%
RIA
1677
Retirement Investment Advisors
Oklahoma
$536K – – –
TCM
1678
Tran Capital Management
California
$535K – – –
WPP
1679
Whalerock Point Partners
Rhode Island
$535K – – –
CPW
1680
Cove Private Wealth
New York
$535K +$556K +2,156 New
KWM
1681
Kassira Wealth Management
Tennessee
$534K -$36.6K -142 -6%
VAG
1682
VisionPoint Advisory Group
Texas
$533K -$96.7K -375 -15%
CWWM
1683
Curry Webb Wealth Management
Indiana
$531K -$55.2K -214 -9%
CA
1684
Cortland Associates
Missouri
$531K – – –
MWA
1685
Midland Wealth Advisors
Illinois
$528K -$21.7K -84 -4%
JJBC
1686
James J. Burns & Company
New York
$528K -$4.9K -19 -0.9%
MAM
1687
Milestone Asset Management
Pennsylvania
$525K -$334K -1,296 -38%
SIAS
1688
Summit Investment Advisory Services
Minnesota
$524K – – –
WSCM
1689
Wellington Shields Capital Management
New York
$524K +$144K +560 +36%
TAM
1690
Trillium Asset Management
Massachusetts
$522K – – –
HR
1691
Howe & Rusling
New York
$520K -$6.45K -25 -1%
RTC
1692
Real Talk Capital
Tennessee
$520K – – –
FPGK
1693
Financial Partners Group (Kansas)
Kansas
$520K -$102K -396 -16%
MWM
1694
Mascoma Wealth Management
New Hampshire
$519K -$19.3K -75 -3%
CSIC
1695
Clifford Swan Investment Counsel
California
$518K +$4.13K +16 +0.8%
KAM
1696
KEB Asset Management
Illinois
$517K +$19.3K +75 +4%
CWA
1697
Consilium Wealth Advisory
Texas
$517K -$5.23M -20,282 -91%
CWM
1698
CCG Wealth Management
California
$515K +$192K +745 +56%
WFAG
1699
Wescott Financial Advisory Group
Pennsylvania
$515K -$16.8K -65 -3%
KCM
1700
KRS Capital Management
Michigan
$514K – – –
66 67
68
69 70