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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
CPSAC
651
Chas P. Smith & Associates (CPS)
Florida
$556K -$16.5K -136 -3%
WP
652
WMS Partners
Maryland
$548K +$536K +4,410 New
KIA
653
KCM Investment Advisors
California
$544K +$43.6K +359 +9%
JWM
654
Jacobus Wealth Management
Wisconsin
$543K +$86.7K +713 +19%
CPO
655
Cerity Partners OCIO
New York
$542K +$14.2K +117 +3%
CCP
656
Corient Capital Partners
California
$537K +$526K +4,324 New
OAM
657
Occidental Asset Management
California
$525K -$367K -3,018 -42%
WS
658
Wedbush Securities
California
$525K -$13K -107 -2%
NAM
659
Nichols Asset Management
Massachusetts
$524K – – –
ZIM
660
Zacks Investment Management
Illinois
$524K +$112K +919 +28%
TIA
661
Tiemann Investment Advisors
California
$507K – – –
FBFS
662
First Business Financial Services
Wisconsin
$506K +$208K +1,713 +73%
CA
663
Commerzbank Aktiengesellschaft
Germany
$503K +$250K +2,058 +103%
GI
664
Glovista Investments
New Jersey
$497K – – –
FIMS
665
FBL Investment Management Services
Iowa
$491K – – –
HTC
666
Haverford Trust Company
Pennsylvania
$488K – – –
FHB
667
First Hawaiian Bank
Hawaii
$484K -$13.7K -113 -3%
PMFA
668
Plante Moran Financial Advisors
Michigan
$470K +$133K +1,098 +41%
NGA
669
Naples Global Advisors
Florida
$468K – – –
IB
670
Intrust Bank
Kansas
$467K -$6.81K -56 -1%
BBHC
671
Brown Brothers Harriman & Co
New York
$462K -$99.1K -815 -18%
BA
672
Bristlecone Advisors
Washington
$458K -$53.1K -437 -11%
FNT
673
First Nebraska Trust
Nebraska
$457K – – –
SIG
674
Schooner Investment Group
Pennsylvania
$456K +$18.6M +153,430 New
SCM
675
Schnieders Capital Management
California
$455K -$122K -1,000 -21%
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