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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
SFG
626
Sage Financial Group
Pennsylvania
$313K +$300K +2,713 New
BT
627
Beacon Trust
New Jersey
$307K – – –
PAM
628
Premier Asset Management
Illinois
$302K – – –
LWCFA
629
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$300K – – –
TAM
630
Trillium Asset Management
Massachusetts
$299K -$1.22K -11 -0.4%
T
631
TradeWorx
New Jersey
$295K +$283K +2,558 New
AC
632
Allstate Corporation
Illinois
$291K – – –
NSIM
633
North Star Investment Management
Illinois
$289K -$20.4K -185 -7%
CCM
634
Chilton Capital Management
Texas
$288K – – –
CHA
635
Cedar Hill Associates
Illinois
$288K – – –
ACM
636
Antonetti Capital Management
Florida
$288K +$8.84K +80 +3%
NIM
637
Northeast Investment Management
Massachusetts
$288K +$276K +2,500 New
IB
638
Intrust Bank
Kansas
$286K – – –
CCM
639
Catawba Capital Management
Virginia
$284K +$61.9K +560 +29%
JIP
640
Jaffetilchin Investment Partners
Florida
$282K +$3.2K +29 +1%
YP
641
Yellowstone Partners
Idaho
$277K +$265K +2,397 New
WA
642
Winfield Associates
Ohio
$276K +$265K +2,395 New
LWM
643
Lyons Wealth Management
Florida
$275K -$12.5M -113,206 -98%
TH
644
TCTC Holdings
Texas
$274K – – –
BDF
645
Balasa Dinverno & Foltz
$273K – – –
JWM
646
Jacobus Wealth Management
Wisconsin
$270K +$3.87K +35 +2%
HCM
647
Hollencrest Capital Management
California
$268K +$256K +2,319 New
GHA
648
GW Henssler & Associates
Georgia
$268K +$257K +2,323 New
FMA
649
Fiduciary Management Associates
Illinois
$266K -$250K -2,260 -49%
NCM
650
Noesis Capital Mangement
Florida
$265K -$121K -1,095 -32%
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