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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
MJRIC
476
Mogy Joel R Investment Counsel
California
$863K – – –
WA
477
Waverly Advisors
Alabama
$857K -$90.7K -793 -9%
BHIA
478
Birch Hill Investment Advisors
Massachusetts
$856K +$8.7K +76 +1%
QCM
479
Quadrant Capital Management
New Jersey
$836K +$8.58K +75 +1%
1IA
480
1834 Investment Advisors
Wisconsin
$834K – – –
BG
481
Bahl & Gaynor
Ohio
$834K +$31.1K +272 +4%
KIA
482
KCM Investment Advisors
California
$825K +$3.66K +32 +0.4%
RCM
483
Rotella Capital Management
Washington
$820K -$435K -3,800 -34%
RMAM
484
Raab & Moskowitz Asset Management
New Jersey
$820K -$53.9K -471 -6%
FAAM
485
First Allied Asset Management
California
$820K +$520K +4,544 +154%
BOS
486
Bingham Osborn & Scarborough
California
$812K +$74K +647 +10%
MRCM
487
M&R Capital Management
New Jersey
$811K +$42.3K +370 +5%
FNBOO
488
First National Bank of Omaha
Nebraska
$807K -$7.44K -65 -0.9%
BSW
489
Buckingham Strategic Wealth
Missouri
$805K +$189K +1,656 +29%
AB
490
Atlas Brown
Kentucky
$803K -$29.4K -257 -3%
PWM
491
ParenteBeard Wealth Management
Pennsylvania
$802K +$350K +3,061 +72%
FHB
492
First Hawaiian Bank
Hawaii
$800K +$82.7K +723 +11%
MPWT
493
MassMutual Private Wealth & Trust
Connecticut
$783K +$83.5K +730 +11%
CAW
494
Cornerstone Advisors (Washington)
Washington
$779K +$915 +8 +0.1%
EA
495
Elm Advisors
California
$777K -$11.4K -100 -1%
PWM
496
Perigon Wealth Management
California
$766K +$229 +2 +0%
SAM
497
Stringer Asset Management
Tennessee
$766K +$31K +271 +4%
CW
498
Cobiz Wealth
Colorado
$758K -$34.7K -303 -4%
LIC
499
Lodestar Investment Counsel
Illinois
$741K – – –
ECAM
500
East Coast Asset Management
Massachusetts
$733K – – –
18 19
20
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