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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
SMG
451
Spectrum Management Group
Indiana
$7.05M +$1.1M +4,895 +19%
YIA
452
YHB Investment Advisors
Connecticut
$7M -$121K -537 -2%
MA
453
Montag & Associates
Georgia
$6.99M – – –
AIM
454
Aspen Investment Management
Michigan
$6.99M -$30.6K -136 -0.4%
AIA
455
Alera Investment Advisors
Illinois
$6.88M +$2.6M +11,557 +64%
CFB
456
Cullen/Frost Bankers
Texas
$6.85M -$43.4K -193 -0.6%
TSW
457
Thompson Siegel & Walmsley
Virginia
$6.85M -$176K -781 -3%
FNFDCM
458
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$6.8M -$44.5K -198 -0.7%
KHCM
459
Kettle Hill Capital Management
New York
$6.76M +$6.63M +29,466 New
AWM
460
Atticus Wealth Management
Florida
$6.74M +$597K +2,657 +10%
RG
461
Rathbones Group
United Kingdom
$6.74M +$1.22M +5,409 +23%
MBT
462
Montecito Bank & Trust
California
$6.69M -$146K -650 -2%
KWM
463
Kingsview Wealth Management
Oregon
$6.67M -$235K -1,044 -3%
FF
464
Fluent Financial
Texas
$6.58M +$1.82M +8,116 +39%
CAM
465
Cresset Asset Management
Illinois
$6.57M -$178K -791 -3%
BFWA
466
Benchmark Financial Wealth Advisors
Florida
$6.55M +$12.6K +56 +0.2%
EP
467
Edgestream Partners
New Jersey
$6.51M +$3.01M +13,372 +89%
SCM
468
Stordahl Capital Management
Colorado
$6.5M -$35.1K -156 -0.5%
DWT
469
Dorsey & Whitney Trust
South Dakota
$6.43M -$162K -722 -3%
WC
470
Woodstock Corp
Massachusetts
$6.41M -$83K -369 -1%
PFM
471
Parsec Financial Management
North Carolina
$6.41M -$56.2K -250 -0.9%
AP
472
Appleton Partners
Massachusetts
$6.41M -$203K -902 -3%
BPB
473
Badgley, Phelps & Bell
Washington
$6.4M +$23.8K +106 +0.4%
EW
474
Element Wealth
Mississippi
$6.38M -$96.5K -429 -2%
NEPWA
475
New England Private Wealth Advisors
Massachusetts
$6.36M +$7.42K +33 +0.1%
17 18
19
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