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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
ECAM
626
East Coast Asset Management
Massachusetts
$588K – – –
SWM
627
Segment Wealth Management
Texas
$583K +$293K +2,600 +105%
ST
628
Spinnaker Trust
Maine
$581K – – –
HI
629
HBK Investments
Texas
$575K +$564K +5,000 New
JGC
630
J. Goldman & Co
New York
$575K +$564K +5,000 New
PAMP
631
Polar Asset Management Partners
Ontario, Canada
$575K +$564K +5,000 New
FNB
632
Farmers National Bank
Kentucky
$572K -$11.3K -100 -2%
GA
633
Geller Advisors
New York
$569K -$531K -4,711 -49%
GIA
634
Granite Investment Advisors
New Hampshire
$568K +$59.2K +525 +12%
HIIFS
635
Harel Insurance Investments & Financial Services
Israel
$564K – – –
UR
636
USCA RIA
Texas
$557K -$38.4K -340 -7%
MC
637
Miles Capital
Iowa
$557K – – –
CCM
638
Channing Capital Management
Illinois
$551K -$1.02M -9,066 -65%
FWP
639
Fiduciary Wealth Partners
Massachusetts
$551K -$127K -1,129 -19%
SSB
640
Sandy Spring Bank
Maryland
$551K -$21.3K -189 -4%
APSP
641
Asset Planning Services (Pennsylvania)
Pennsylvania
$551K – – –
MHS
642
M Holdings Securities
Oregon
$551K +$167K +1,479 +45%
ZB
643
Zions Bancorporation
Utah
$549K +$13.3K +118 +3%
ST
644
Sabal Trust
Florida
$546K – – –
GIA
645
Guyasuta Investment Advisors
Pennsylvania
$545K – – –
WIC
646
Whitegate Investment Counselors
New Hampshire
$539K +$529K +4,690 New
SCM
647
Schnieders Capital Management
California
$536K -$22.6K -200 -4%
WA
648
WFG Advisors
Texas
$532K -$36K -319 -6%
CPSAC
649
Chas P. Smith & Associates (CPS)
Florida
$530K -$1.47M -13,064 -74%
RWM
650
RKL Wealth Management
Pennsylvania
$524K +$281K +2,494 +125%
24 25
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