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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
VPP
1701
Vertex Planning Partners
Illinois
$202K – – –
CCG
1702
Coastwise Capital Group
California
$201K -$18.8K -100 -8%
CLOS
1703
Compagnie Lombard Odier SCmA
Switzerland
$198K +$84.5K +450 +67%
CSWM
1704
Cassady Schiller Wealth Management
Ohio
$191K -$183K -976 -47%
MCM
1705
Mill Capital Management
North Carolina
$187K +$61K +325 +44%
SIC
1706
SJS Investment Consulting
Ohio
$186K – – –
WBC
1707
West Branch Capital
Massachusetts
$185K – – –
JFA
1708
JNBA Financial Advisors
Minnesota
$177K -$6.76K -36 -3%
FMTCOCP
1709
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$167K +$32.7K +174 +23%
RBC
1710
Roble Belko & Company
Pennsylvania
$164K +$17.3K +92 +11%
NCM
1711
Northwest Capital Management
Oregon
$163K -$92.7K -494 -35%
SC
1712
Stephens Consulting
Michigan
$162K -$6.38K -34 -4%
FCT
1713
First Community Trust
Iowa
$160K -$72.8K -388 -30%
GM
1714
GeoWealth Management
Illinois
$159K +$12.2K +65 +8%
VCM
1715
Versant Capital Management
Arizona
$156K +$27.6K +147 +20%
MIIM
1716
Mesirow Institutional Investment Management
Illinois
$156K -$107K -569 -39%
RFA
1717
Register Financial Advisors
Georgia
$156K +$11.3K +60 +7%
AT
1718
Avalon Trust
New Mexico
$155K – – –
CHA
1719
Carmichael Hill & Associates
Maryland
$154K +$2.06K +11 +1%
ACA
1720
Atlas Capital Advisors
Wyoming
$148K – – –
WTA
1721
Washington Trust Advisors
Massachusetts
$144K +$113K +600 +276%
GA
1722
GoalVest Advisory
New York
$143K +$60.3K +321 +66%
OLVIG
1723
Oliver Lagore Vanvalin Investment Group
Michigan
$141K -$11M -58,848 -99%
CNBTD
1724
Citizens National Bank Trust Department
Mississippi
$133K – – –
WC
1725
Westwind Capital
New Mexico
$131K -$9.01K -48 -6%
67 68
69
70 71