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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
$635K – – –
GIM
627
Goelzer Investment Management
Indiana
$632K -$45.9K -378 -7%
SWM
628
Segment Wealth Management
Texas
$631K +$1.34K +11 +0.2%
SSG
629
Summit Securities Group
New York
$621K +$608K +5,003 New
ST
630
Sabal Trust
Florida
$618K +$27.3K +225 +5%
GIA
631
Granite Investment Advisors
New Hampshire
$617K +$3.65K +30 +0.6%
ST
632
Spinnaker Trust
Maine
$616K -$10.9K -90 -2%
FA
633
Fagan Associates
New York
$604K +$140K +1,149 +31%
AT
634
Arden Trust
Delaware
$604K +$590K +4,858 New
MC
635
Miles Capital
Iowa
$602K – – –
TI
636
Truepoint Inc
Ohio
$601K -$182K -1,500 -24%
GA
637
Geller Advisors
New York
$600K -$14.7K -121 -2%
UR
638
USCA RIA
Texas
$594K -$7.9K -65 -1%
CCM
639
Coe Capital Management
Illinois
$590K +$35.3K +290 +7%
MC
640
Martin & Co
Tennessee
$587K -$67.7K -557 -11%
WA
641
WFG Advisors
Texas
$584K +$8.75K +72 +2%
WIC
642
Whitegate Investment Counselors
New Hampshire
$583K +$122 +1 +0%
APSP
643
Asset Planning Services (Pennsylvania)
Pennsylvania
$567K -$26.9K -221 -5%
CAM
644
Cortina Asset Management
Wisconsin
$560K -$373K -3,068 -40%
FWP
645
Fiduciary Wealth Partners
Massachusetts
$558K -$37K -304 -6%
WP
646
WMS Partners
Maryland
$548K +$536K +4,410 New
KIA
647
KCM Investment Advisors
California
$544K +$43.6K +359 +9%
JWM
648
Jacobus Wealth Management
Wisconsin
$543K +$86.7K +713 +19%
CPO
649
Cerity Partners OCIO
New York
$542K +$14.2K +117 +3%
CCP
650
Corient Capital Partners
California
$537K +$526K +4,324 New
24 25
26
27 28