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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
SFG
1876
Sage Financial Group
Pennsylvania
$407K – – –
JPG
1877
Jordan Park Group
California
$407K -$283K -1,150 -41%
IPW
1878
Inlet Private Wealth
Florida
$406K – – –
QPWM
1879
Quadrant Private Wealth Management
Pennsylvania
$406K – – –
MFG
1880
Midwest Financial Group
Kansas
$406K -$7.38K -30 -2%
PAM
1881
PVG Asset Management
Colorado
$405K +$405K +1,646 New
DBRC
1882
D.B. Root & Company
Pennsylvania
$405K +$1.97K +8 +0.5%
FCC
1883
Flower City Capital
New York
$405K – – –
HI
1884
Horizon Investments
North Carolina
$405K -$29.8M -121,226 -99%
WTB
1885
Washington Trust Bank
Washington
$404K +$140K +570 +53%
RIS
1886
Retirement Income Solutions
Michigan
$403K – – –
OFW
1887
Omnia Family Wealth
Florida
$403K -$6.17M -25,084 -94%
LCA
1888
Legend Capital Advisors
New York
$403K +$402K +1,637 New
WCA
1889
Westover Capital Advisors
Delaware
$402K +$738 +3 +0.2%
MPM
1890
Meritage Portfolio Management
Kansas
$401K +$1.97K +8 +0.5%
TI
1891
Truepoint Inc
Ohio
$401K – – –
IAG
1892
Investmark Advisory Group
Connecticut
$399K +$492 +2 +0.1%
GAM
1893
Gemmer Asset Management
California
$399K -$96.1K -391 -19%
KFC
1894
Klingenstein Fields & Co
New York
$399K – – –
VIA
1895
Vickerman Investment Advisors
Washington
$398K -$5.9K -24 -1%
SFFS
1896
Stonehage Fleming Financial Services
Jersey
$398K – – –
TF
1897
Tenon Financial
New Jersey
$397K – – –
HI
1898
Harrington Investments
California
$396K – – –
CG
1899
Cynosure Group
Utah
$396K +$336K +1,368 +70%
SCM
1900
Sterling Capital Management
North Carolina
$396K -$9.59K -39 -2%
74 75
76
77 78