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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
BBPWM
526
Blue Bell Private Wealth Management
Pennsylvania
$708K -$550K -4,840 -45%
SAM
527
Shamrock Asset Management
Texas
$706K -$1.36M -11,949 -67%
IAA
528
Ironsides Asset Advisors
North Carolina
$705K +$674K +5,935 New
PIA
529
Peachtree Investment Advisors
Georgia
$703K +$1.7K +15 +0.3%
AAS
530
Annex Advisory Services
Wisconsin
$693K -$391K -3,442 -37%
BAM
531
Berkshire Asset Management
Pennsylvania
$692K – – –
KFS
532
KMS Financial Services
Washington
$689K -$310K -2,730 -32%
SIMM
533
Stillwater Investment Management (Minnesota)
Minnesota
$683K -$14.8K -130 -2%
BSW
534
Buckingham Strategic Wealth
Missouri
$677K +$648K +5,702 New
CPO
535
Cerity Partners OCIO
New York
$674K -$94.5K -832 -13%
SKK
536
Shepherd Kaplan Krochuk
Massachusetts
$673K -$221K -1,950 -26%
PFA
537
Pure Financial Advisors
California
$670K -$28.5K -251 -4%
CS
538
Comerica Securities
Michigan
$661K +$31.9K +281 +5%
SCG
539
Strategic Capital Group
Washington
$659K – – –
AT
540
Arden Trust
Delaware
$651K – – –
JFGIW
541
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$640K -$49.5K -436 -7%
GJIC
542
Gamble Jones Investment Counsel
California
$638K -$10.9K -96 -2%
IF
543
IRON Financial
Illinois
$625K -$142K -1,248 -19%
SSG
544
Summit Securities Group
New York
$622K -$29.9K -263 -5%
JWA
545
JFS Wealth Advisors
Pennsylvania
$621K -$539K -4,750 -48%
VFA
546
Virtus Fund Advisers
Connecticut
$619K +$592K +5,212 New
FTUS
547
Flow Traders U.S.
New York
$612K -$2.63M -23,171 -82%
AAM
548
Autus Asset Management
Arizona
$612K – – –
WCM
549
Windsor Capital Management
Arizona
$603K -$11.2K -99 -2%
SV
550
Starboard Value
New York
$594K -$9.31M -82,000 -94%
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