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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
TWM
526
Titus Wealth Management
California
$2.2M +$2.17M +14,423 New
ECM
527
Evergreen Capital Management
Washington
$2.19M +$180K +1,198 +9%
TC
528
Telemus Capital
Michigan
$2.19M +$302K +2,010 +16%
GRP
529
Global Retirement Partners
California
$2.17M +$97.9K +652 +5%
CASB
530
Cape Ann Savings Bank
Massachusetts
$2.15M +$2.12M +14,119 New
PA
531
Parallel Advisors
California
$2.15M +$53.3K +355 +3%
DWT
532
Dorsey & Whitney Trust
South Dakota
$2.13M -$264K -1,759 -11%
BFG
533
Bouchey Financial Group
New York
$2.12M – – –
ACM
534
AlphaStar Capital Management
North Carolina
$2.11M +$2.08M +13,866 New
BFS
535
Bradley Foster & Sargent
Connecticut
$2.11M +$164K +1,095 +9%
PI
536
PHH Investments
Texas
$2.11M +$2.08M +13,841 New
AI
537
Ariel Investments
Illinois
$2.09M -$3.7M -24,600 -64%
AIM
538
Acropolis Investment Management
Missouri
$2.08M -$132K -880 -6%
CFIA
539
Cantor Fitzgerald Investment Advisors
New York
$2.06M -$46.6K -310 -2%
BG
540
Bahl & Gaynor
Ohio
$2.06M +$781K +5,202 +63%
RG
541
Rathbones Group
United Kingdom
$2.04M -$17.3K -115 -0.9%
MC
542
Mathes Company
New York
$2.04M +$28.5K +190 +1%
NHC
543
Nicholas Hoffman & Company
Georgia
$2.04M -$53.9K -359 -3%
WRF
544
Waddell & Reed Financial
Kansas
$1.98M +$1.95M +13,000 New
MSAM
545
Moloney Securities Asset Management
Missouri
$1.97M +$163K +1,088 +9%
LWAC
546
Laurel Wealth Advisors (California)
California
$1.97M +$269K +1,789 +16%
TL
547
TrueWealth LLC
Georgia
$1.97M – – –
CMO
548
Covenant Multifamily Offices
Texas
$1.96M +$1.94M +12,885 New
RWA
549
Ropes Wealth Advisors
Massachusetts
$1.96M -$18.2K -121 -0.9%
HH
550
Hilltop Holdings
Texas
$1.96M +$11.6K +77 +0.6%
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