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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
WIC
1951
WealthBridge Investment Counsel
Alberta, Canada
$231K – – –
RMCM
1952
Reynders McVeigh Capital Management
Massachusetts
$230K +$222K +1,039 New
VH
1953
Visionary Horizons
Tennessee
$230K +$642 +3 +0.3%
SWM
1954
Shakespeare Wealth Management
Wisconsin
$229K -$5.78K -27 -3%
PNAA
1955
Pictet North America Advisors
Switzerland
$229K – – –
BFWM
1956
Bright Futures Wealth Management
New York
$228K +$221K +1,032 New
JWM
1957
JFG Wealth Management
Colorado
$228K +$221K +1,033 New
UB
1958
Umpqua Bank
Oregon
$227K -$1.93K -9 -0.9%
ACA
1959
Aspire Capital Advisors
Washington
$226K +$219K +1,025 New
MLRA
1960
Main Line Retirement Advisors
Montana
$225K +$642 +3 +0.3%
MAM
1961
Milestone Asset Management
Pennsylvania
$224K -$26.1K -122 -11%
VPP
1962
Vertex Planning Partners
Illinois
$224K -$1.28K -6 -0.6%
SAM
1963
Smartleaf Asset Management
Massachusetts
$223K +$21.8K +102 +11%
SCP
1964
Sandhill Capital Partners
New York
$223K +$216K +1,010 New
LAM
1965
LifePro Asset Management
California
$223K -$10.3K -48 -5%
GWS
1966
Glassman Wealth Services
Virginia
$223K -$65.9K -308 -23%
CA
1967
Crumly & Associates
Illinois
$222K +$215K +1,003 New
PWM
1968
PBMares Wealth Management
Virginia
$221K – – –
1W
1969
1776 Wealth
Georgia
$221K – – –
TC
1970
Tenret Company
Florida
$221K – – –
KMWM
1971
Keudell/Morrison Wealth Management
Oregon
$221K – – –
MSG
1972
Main Street Group
Virginia
$220K -$32.1K -150 -13%
SCM
1973
Schnieders Capital Management
California
$219K – – –
GHA
1974
GW Henssler & Associates
Georgia
$219K -$28.2K -132 -12%
HTIM
1975
Harbour Trust & Investment Management
Indiana
$217K +$210K +983 New
77 78
79
80 81