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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
BDF
651
Balasa Dinverno & Foltz
$249K – – –
JWM
652
Jacobus Wealth Management
Wisconsin
$249K – – –
YP
653
Yellowstone Partners
Idaho
$241K – – –
FAM
654
Formidable Asset Management
Ohio
$239K – – –
PGFC
655
Peapack-Gladstone Financial Corp
New Jersey
$238K – – –
SBWM
656
Sunflower Bank Wealth Management
Arizona
$236K -$4K -35 -2%
RT
657
Rockland Trust
Massachusetts
$230K – – –
IB
658
Intrust Bank
Kansas
$229K -$20.3K -177 -8%
HW
659
Hancock Whitney
Mississippi
$228K -$163K -1,427 -41%
NSIM
660
North Star Investment Management
Illinois
$228K – – –
MG
661
McCutchen Group
Washington
$227K +$1.03K +9 +0.4%
MM
662
Meridian Management
Arkansas
$226K – – –
NCM
663
Noesis Capital Mangement
Florida
$226K – – –
KAM
664
Keeley Asset Management
Illinois
$226K +$11K +96 +5%
PMFA
665
Plante Moran Financial Advisors
Michigan
$226K +$153K +1,333 +181%
FDCC
666
Foster Dykema Cabot & Co
Massachusetts
$219K -$86.4K -755 -27%
RW
667
Rand Wealth
Maryland
$214K +$224K +1,956 New
HS
668
HighVista Strategies
Massachusetts
$205K – – –
SCM
669
SOL Capital Management
Maryland
$205K – – –
ALA
670
Atherton Lane Advisers
California
$204K +$213K +1,866 New
GIM
671
Goelzer Investment Management
Indiana
$202K – – –
MCM
672
Munder Capital Management
Michigan
$202K +$189K +1,650 +825%
RFA
673
Reilly Financial Advisors
California
$199K -$2.29K -20 -1%
PSW
674
Portfolio Strategies (Washington)
Washington
$193K -$755K -6,603 -79%
AP
675
Atwood & Palmer
Missouri
$181K +$35.8K +313 +23%
25 26
27
28 29