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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
DMS
476
Discretionary Management Services
Kansas
$1.07M -$1.74M -15,730 -63%
GA
477
GFS Advisors
Texas
$1.07M +$262K +2,374 +34%
NES
478
New England Securities
New York
$1.07M +$329K +2,975 +48%
TNBTD
479
Trustmark National Bank Trust Department
Mississippi
$1.04M -$21K -190 -2%
AC
480
Alley Company
Illinois
$1.04M -$68.2K -617 -6%
WA
481
WFG Advisors
Texas
$1.03M +$245K +2,219 +33%
CIG
482
Consolidated Investment Group
Colorado
$1.03M – – –
CT
483
Cambridge Trust
Massachusetts
$999K -$175K -1,580 -15%
FTUS
484
Flow Traders U.S.
New York
$976K +$934K +8,457 New
CRC
485
Curi RMB Capital
Illinois
$962K +$646K +5,853 +235%
TIM
486
Tortoise Investment Management
New York
$941K +$1.22K +11 +0.1%
AA
487
Apriem Advisors
California
$923K – – –
SCM
488
Sterling Capital Management
North Carolina
$923K +$327K +2,956 +59%
1IA
489
1834 Investment Advisors
Wisconsin
$883K – – –
BHIA
490
Birch Hill Investment Advisors
Massachusetts
$882K -$92.3K -836 -10%
BOS
491
Bingham Osborn & Scarborough
California
$877K -$14.9K -135 -2%
CAW
492
Cornerstone Advisors (Washington)
Washington
$874K +$41.9K +379 +5%
FNBOO
493
First National Bank of Omaha
Nebraska
$862K – – –
EA
494
Elm Advisors
California
$862K +$825K +7,470 New
WCM
495
Wealthcare Capital Management
Virginia
$855K -$30.4K -275 -4%
CW
496
Cobiz Wealth
Colorado
$855K -$3.54K -32 -0.4%
WJA
497
Williams Jones & Associates
New York
$851K +$357K +3,232 +78%
FHB
498
First Hawaiian Bank
Hawaii
$830K -$106K -956 -12%
BFO
499
Boston Family Office
Massachusetts
$821K – – –
RMAM
500
Raab & Moskowitz Asset Management
New Jersey
$810K +$775K +7,017 New
18 19
20
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