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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
ACI
501
Alpha Cubed Investments
California
$1.02M -$70.3K -593 -6%
AL
502
Aspiriant LLC
California
$1M -$59K -498 -5%
BG
503
Bahl & Gaynor
Ohio
$1M +$21K +177 +2%
SCM
504
Sterling Capital Management
North Carolina
$1M -$327K -2,759 -23%
SSG
505
Summit Securities Group
New York
$998K +$977K +8,240 +916%
HCM
506
HM Capital Management
Missouri
$994K – – –
GKIM
507
GW&K Investment Management
Massachusetts
$993K +$1.08M +9,094 New
SC
508
Scotia Capital
Ontario, Canada
$992K +$457K +3,853 +74%
PCM
509
Perritt Capital Management
Illinois
$981K +$24.1K +203 +2%
CIG
510
Consolidated Investment Group
Colorado
$973K – – –
CWA
511
Constellation Wealth Advisors
New York
$965K +$41K +346 +4%
DHFB
512
Dixon Hubard Feinour & Brown
Virginia
$962K -$35.6K -300 -3%
CAG
513
Crestwood Advisors Group
Massachusetts
$955K +$41.7K +352 +4%
SFWA
514
Summit Financial Wealth Advisors
Louisiana
$941K +$751K +6,335 +277%
IP
515
Investment Partners
Ohio
$934K -$10.7K -90 -1%
CA
516
Cullinan Associates
Kentucky
$926K +$107K +900 +12%
TIM
517
Tortoise Investment Management
New York
$924K -$7.71K -65 -0.8%
PAS
518
Partnervest Advisory Services
California
$922K -$185K -1,558 -16%
DJSG
519
D.J. St. Germain
Massachusetts
$922K -$18.6K -157 -2%
CA
520
Cambridge Advisors
Nebraska
$913K +$119 +1 +0%
MA
521
Montag & Associates
Georgia
$908K +$191K +1,615 +24%
AC
522
Alley Company
Illinois
$897K – – –
MRCM
523
M&R Capital Management
New Jersey
$888K – – –
TNBTD
524
Trustmark National Bank Trust Department
Mississippi
$883K -$26.1K -220 -3%
1IA
525
1834 Investment Advisors
Wisconsin
$883K +$59.3K +500 +7%
19 20
21
22 23