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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
SWP
351
Strategic Wealth Partners
Ohio
$10.6M +$1.73M +7,518 +21%
NAS
352
NWF Advisory Services
California
$10.5M +$476K +2,076 +5%
RSWM
353
Robertson Stephens Wealth Management
California
$10.3M +$1.64M +7,161 +20%
FLPIM
354
F.L. Putnam Investment Management
Massachusetts
$10.3M +$195K +851 +2%
GC
355
Gilbert & Cook
Iowa
$10.3M -$442K -1,925 -4%
XF
356
XML Financial
Maryland
$10.2M +$145K +630 +2%
HIA
357
Harvest Investment Advisors
Florida
$10.1M +$103K +447 +1%
CI
358
Conning Inc
Connecticut
$10M -$2.16M -9,415 -18%
DWP
359
Daymark Wealth Partners
Ohio
$10M -$158K -688 -2%
HWM
360
Horizon Wealth Management
Illinois
$10M +$9.5M +41,412 New
FBB
361
Fulton Breakefield Broenniman
Maryland
$9.98M -$240K -1,045 -2%
FNT
362
First National Trust
Pennsylvania
$9.9M +$55.5K +242 +0.6%
DPI
363
Diversified Portfolios Inc
Michigan
$9.87M -$4.13K -18 -0%
PIP
364
Palisades Investment Partners
California
$9.78M +$9.28M +40,433 New
VA
365
VestGen Advisors
Illinois
$9.76M -$3.37M -14,700 -27%
HCM
366
Howard Capital Management
Georgia
$9.74M -$71.8K -313 -0.8%
BFS
367
Bradley Foster & Sargent
Connecticut
$9.73M +$524K +2,282 +6%
MWP
368
Meridian Wealth Partners
Pennsylvania
$9.7M -$105K -456 -1%
SAI
369
Systematic Alpha Investments
New Jersey
$9.68M – – –
HP
370
Harvey Partners
New York
$9.68M – – –
PVI
371
Pine Valley Investments
New Jersey
$9.61M -$66.8K -291 -0.7%
CBB
372
Citizens Business Bank
California
$9.61M +$1.25M +5,456 +16%
GWM
373
Geneos Wealth Management
Colorado
$9.5M +$989K +4,309 +12%
OSAM
374
O'Shaughnessy Asset Management
Connecticut
$9.5M +$875K +3,812 +11%
SBH
375
Segall Bryant & Hamill
Illinois
$9.5M +$2.7M +11,749 +43%
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