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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
601
Coldstream Capital Management
Washington
$1.55M +$150 +1 +0%
IA
602
Independence Advisors
Pennsylvania
$1.55M +$75.1K +500 +5%
FWP
603
FAS Wealth Partners
Kansas
$1.55M +$111K +739 +8%
NAM
604
NTV Asset Management
West Virginia
$1.54M +$28.5K +190 +2%
FDCDDQ
605
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.53M +$235K +1,565 +18%
CCM
606
Colorado Capital Management
Colorado
$1.52M -$6.76K -45 -0.4%
MMG
607
Monetary Management Group
Missouri
$1.51M – – –
RC
608
RegentAtlantic Capital
New Jersey
$1.51M +$39.1K +260 +3%
NA
609
NewEdge Advisors
Louisiana
$1.51M +$210K +1,397 +17%
SSB
610
Sandy Spring Bank
Maryland
$1.49M – – –
SGCA
611
Steel Grove Capital Advisors
Tennessee
$1.49M – – –
ZIM
612
Zacks Investment Management
Illinois
$1.47M +$1.07M +7,133 +286%
ACM
613
AUA Capital Management
Pennsylvania
$1.47M – – –
ASN
614
Advisory Services Network
Georgia
$1.46M +$240K +1,598 +20%
AB
615
AT Bancorp
Iowa
$1.45M +$125K +830 +10%
JA
616
JVL Associates
Michigan
$1.44M +$1.42M +9,459 New
CHA
617
Cedar Hill Associates
Illinois
$1.44M -$6.01K -40 -0.4%
RWM
618
RKL Wealth Management
Pennsylvania
$1.44M -$114K -757 -7%
HCM
619
Hollencrest Capital Management
California
$1.43M +$6.61K +44 +0.5%
GKWIM
620
Gerber Kawasaki Wealth & Investment Management
California
$1.43M -$45.4K -302 -3%
CPO
621
Cerity Partners OCIO
New York
$1.42M +$22.1K +147 +2%
MBTD
622
Mechanics Bank - Trust Department
California
$1.41M +$1.5K +10 +0.1%
1IA
623
1834 Investment Advisors
Wisconsin
$1.4M +$61K +406 +5%
KJWM
624
Kiley Juergens Wealth Management
Washington
$1.39M +$1.37M +9,107 New
MPWT
625
MassMutual Private Wealth & Trust
Connecticut
$1.38M +$111K +738 +9%
23 24
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