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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
FNYS
526
First New York Securities
New York
$611K +$637K +5,566 New
GJIC
527
Gamble Jones Investment Counsel
California
$609K +$23K +201 +4%
JG
528
Jefferies Group
New York
$589K -$4.86M -42,446 -89%
JFGIW
529
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$587K -$2.29K -20 -0.4%
CTC
530
Central Trust Company
Missouri
$584K -$122K -1,065 -17%
AT
531
Arden Trust
Delaware
$582K -$17.2K -150 -3%
AAM
532
Autus Asset Management
Arizona
$576K +$13.5K +118 +2%
WCM
533
Windsor Capital Management
Arizona
$573K +$18.3K +160 +3%
DWT
534
Dorsey & Whitney Trust
South Dakota
$568K +$93.9K +821 +19%
SCM
535
Sterling Capital Management
North Carolina
$562K +$29.4K +257 +5%
SKK
536
Shepherd Kaplan Krochuk
Massachusetts
$559K -$62.9K -550 -10%
EFS
537
Essex Financial Services
Connecticut
$555K +$60.3K +527 +12%
EWM
538
Edge Wealth Management
New York
$555K +$572K +5,000 +9,091%
MMG
539
Monetary Management Group
Missouri
$553K -$149K -1,300 -20%
PL
540
Plancorp LLC
Missouri
$552K +$338K +2,956 +142%
IF
541
IRON Financial
Illinois
$546K -$31.1K -272 -5%
SSB
542
Sandy Spring Bank
Maryland
$543K +$14K +122 +3%
GIA
543
Guyasuta Investment Advisors
Pennsylvania
$543K +$14.1K +123 +3%
TCP
544
TAMRO Capital Partners
Virginia
$542K +$389K +3,401 +219%
S
545
SignatureFD
Georgia
$533K – – –
BBPWM
546
Blue Bell Private Wealth Management
Pennsylvania
$521K -$137K -1,200 -20%
AAS
547
Annex Advisory Services
Wisconsin
$514K -$130K -1,137 -19%
GIA
548
Granite Investment Advisors
New Hampshire
$512K – – –
AB
549
AT Bancorp
Iowa
$509K +$92.4K +808 +21%
CT
550
Cambridge Trust
Massachusetts
$493K -$39.1K -342 -7%
20 21
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