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iShares Russell 2000 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LFM
351
Lumina Fund Management
New York
$5.15M +$5.08M +33,800 New
PFM
352
Parsec Financial Management
North Carolina
$5.15M -$105K -701 -2%
MWM
353
Merriman Wealth Management
Washington
$5.13M +$1.9M +12,665 +60%
RIL
354
Rothschild Investment LLC
Illinois
$5.11M
JFG
355
JMG Financial Group
Illinois
$5.11M -$114K -761 -2%
SAM
356
Southernsun Asset Management
Tennessee
$5.08M +$5.01M +33,334 New
SS
357
Simplicity Solutions
Minnesota
$5.08M +$4.7M +31,323 +1,568%
RJT
358
Raymond James Trust
Florida
$5.04M -$372K -2,478 -7%
Natixis Advisors
359
Natixis Advisors
Massachusetts
$5.03M -$79.9K -532 -2%
FNFDCM
360
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$4.96M +$214K +1,426 +5%
LWM
361
Lyell Wealth Management
California
$4.96M +$45.2K +301 +0.9%
FCM
362
Force Capital Management
New York
$4.92M +$616K +4,100 +15%
SB
363
Simmons Bank
Arkansas
$4.9M -$548K -3,651 -10%
TA
364
Tiedemann Advisors
New York
$4.87M +$3.13M +20,835 +188%
AGM
365
Alpine Global Management
New York
$4.82M +$4.74M +31,586 New
AC
366
Alexandria Capital
Virginia
$4.8M -$79.8K -531 -2%
FCI
367
Financial Counselors Inc
Kansas
$4.8M +$1.09M +7,242 +30%
Q
368
QVR
California
$4.79M +$4.72M +31,438 New
HIMC
369
Heritage Investors Management Corp
Maryland
$4.79M -$30K -200 -0.6%
NEPWA
370
New England Private Wealth Advisors
Massachusetts
$4.73M -$102K -677 -2%
LFAS
371
Level Four Advisory Services
Texas
$4.72M +$490K +3,260 +12%
SMC
372
Smith, Moore & Co
Missouri
$4.68M +$404K +2,691 +10%
BCM
373
Barometer Capital Management
Ontario, Canada
$4.66M +$563K +3,745 +14%
FSA
374
Financial Services Advisory
Maryland
$4.65M +$4.58M +30,487 New
PAM
375
Peak Asset Management
Colorado
$4.63M +$72.5K +483 +2%