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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
P8IP
1726
Pier 88 Investment Partners
California
$517K +$49.2K +200 +11%
RTC
1727
Real Talk Capital
Tennessee
$516K – – –
JAG
1728
Journey Advisory Group
Kentucky
$514K -$11.8K -48 -2%
GCM
1729
Gables Capital Management
Florida
$514K -$3.69K -15 -0.7%
KCM
1730
KRS Capital Management
Michigan
$510K -$3.69K -15 -0.7%
AWM
1731
Activest Wealth Management
Florida
$510K -$834K -3,391 -62%
CSIC
1732
Clifford Swan Investment Counsel
California
$510K +$3.69K +15 +0.7%
SPF
1733
South Plains Financial
Texas
$510K – – –
WF
1734
Warner Financial
Maryland
$508K +$40.1K +163 +9%
KFS
1735
Kaizen Financial Strategies
California
$508K +$246 +1 +0%
IIA
1736
Integral Investment Advisors
California
$508K -$200K -815 -28%
CWS
1737
Cypress Wealth Services
California
$507K +$188K +766 +59%
AFG
1738
ABLE Financial Group
Arizona
$506K +$1.72K +7 +0.3%
SAS
1739
Stelac Advisory Services
New York
$503K – – –
CIC
1740
Chilton Investment Company
Connecticut
$503K +$41.3K +168 +9%
KF
1741
Krilogy Financial
Missouri
$502K +$56.1K +228 +14%
AIC
1742
Argus Investors Counsel
New York
$502K – – –
CAM
1743
Costello Asset Management
Pennsylvania
$501K +$246 +1 +0%
FCM
1744
Fourpath Capital Management
Oklahoma
$500K – – –
CFA
1745
Camarda Financial Advisors
Florida
$499K +$498K +2,027 New
PFM
1746
Phillips Financial Management
Indiana
$499K +$6.39K +26 +1%
MAMU
1747
Myriad Asset Management US
Florida
$498K +$498K +2,025 New
BA
1748
Bluesphere Advisors
Pennsylvania
$497K -$113K -458 -18%
HP
1749
Holistic Planning
Texas
$496K -$9.83K -40 -2%
GPCM
1750
Guardsman Private Capital Management
Florida
$496K +$496K +2,016 New
68 69
70
71 72