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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
EHC
1901
Everett Harris & Co
California
– -$203K -886 Closed
SW
1902
SkyOak Wealth
Michigan
– -$203K -886 Closed
VHAM
1903
Van Hulzen Asset Management
California
– -$203K -883 Closed
SFG
1904
Sowa Financial Group
Rhode Island
– -$202K -881 Closed
OL
1905
Optas LLC
Texas
– -$201K -878 Closed
PSIWM
1906
Paradigm Strategies in Wealth Management
Minnesota
– -$162K -708 Closed
PC
1907
Permanens Capital
New York
– -$157K -685 Closed
EPM
1908
Elm Partners Management
Pennsylvania
– -$125K -544 Closed
GCA
1909
Genesee Capital Advisors
New York
– -$125K -544 Closed
IA
1910
IAM Advisory
Pennsylvania
– -$125K -544 Closed
ITFISA
1911
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
– -$103K -450 Closed
GM
1912
GeoWealth Management
Illinois
– -$83K -364 Closed
ECM
1913
Engine Capital Management
New York
– -$81K -351 Closed
FI
1914
Financial Insights
Washington
– -$525K -229 Closed
FA
1915
Fortis Advisors
Pennsylvania
– -$50.5K -228 Closed
BFA
1916
Brendel Financial Advisors
New Hampshire
– -$39K -170 Closed
EBSAM
1917
Eubel Brady & Suttman Asset Management
Ohio
– -$33K -148 Closed
PA
1918
Perennial Advisors
New York
– -$31K -134 Closed
RA
1919
Resolute Advisors
California
– -$13K -54 Closed
MFG
1920
Monumental Financial Group
Maryland
– -$11K -50 Closed
FAM
1921
Fred Alger Management
New York
– -$11K -47 Closed
PWA
1922
Phoenix Wealth Advisors
North Carolina
– -$7K -29 Closed
SL
1923
Savior LLC
Massachusetts
– -$6K -28 Closed
AS
1924
Altshuler Shaham
Israel
– -$6K -27 Closed
MA
1925
Modus Advisors
Minnesota
– -$5K -20 Closed
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