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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
SGCA
401
Steel Grove Capital Advisors
Tennessee
$1.79M +$284K +2,461 +19%
LCG
402
Luxor Capital Group
New York
$1.78M +$1.77M +15,331 New
PFM
403
Parsec Financial Management
North Carolina
$1.78M -$64.4K -558 -4%
BA
404
Birinyi Associates
Connecticut
$1.77M +$1.04M +9,000 +144%
LA
405
Lynch & Associates
Indiana
$1.72M +$99.3K +861 +6%
SC
406
Scotia Capital
Ontario, Canada
$1.72M -$19.5K -169 -1%
VNB
407
Valley National Bancorp
New York
$1.68M +$20.5K +178 +1%
TNBTD
408
Trustmark National Bank Trust Department
Mississippi
$1.67M +$611K +5,295 +58%
LOCC
409
Lombard Odier & Cie (Canada)
Quebec, Canada
$1.67M +$1.65M +14,327 New
AI
410
Atria Investments
North Carolina
$1.64M +$1.62M +14,058 New
AWP
411
Ascent Wealth Partners
New York
$1.63M +$166K +1,440 +11%
GGPS
412
Gary Goldberg Planning Services
New York
$1.59M +$275K +2,385 +21%
BG
413
Bollard Group
Massachusetts
$1.57M +$1.12M +9,700 +255%
CCWA
414
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.57M +$242K +2,101 +18%
BPCA
415
Bank Pictet & Cie (Asia)
Singapore
$1.54M +$137K +1,187 +10%
IG
416
ING Group
Netherlands
$1.54M +$1.3M +11,251 +575%
HHGA
417
Halbert Hargrove Global Advisors
California
$1.53M – – –
RPGK
418
Retirement Planning Group (Kansas)
Kansas
$1.53M -$42.5K -368 -3%
DIA
419
Davidson Investment Advisors
Montana
$1.51M +$1.5M +13,029 New
CTA
420
Colonial Trust Advisors
South Carolina
$1.51M -$15.5K -134 -1%
CASB
421
Cape Ann Savings Bank
Massachusetts
$1.5M -$63.4K -550 -4%
CCG
422
Chatham Capital Group
Georgia
$1.5M -$5.77K -50 -0.4%
RBC
423
Ronald Blue & Co
Georgia
$1.49M +$38.8K +336 +3%
ASN
424
Advisory Services Network
Georgia
$1.48M +$188K +1,626 +15%
PSI
425
Pinnacle Summer Investments
Virginia
$1.46M -$207K -1,793 -12%
15 16
17
18 19