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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
DJSG
651
D.J. St. Germain
Massachusetts
$1.14M -$16.2K -105 -1%
BAM
652
Berkshire Asset Management
Pennsylvania
$1.14M +$29.3K +190 +3%
GC
653
Garde Capital
Washington
$1.14M +$346K +2,242 +43%
EK
654
Evensky & Katz
Florida
$1.13M -$154 -1 -0%
MJRIC
655
Mogy Joel R Investment Counsel
California
$1.12M – – –
AIA
656
Avalon Investment & Advisory
Texas
$1.12M +$1.14M +7,380 New
BTW
657
Boston Trust Walden
Massachusetts
$1.12M -$8.54M -55,314 -88%
LA
658
Legacy Advisors
Pennsylvania
$1.12M +$102K +661 +10%
ACM
659
AUA Capital Management
Pennsylvania
$1.1M -$362K -2,342 -24%
EIG
660
Ellenbecker Investment Group
Wisconsin
$1.1M +$14.8K +96 +1%
HCM
661
Hilton Capital Management
New York
$1.1M – – –
WS
662
Wedbush Securities
California
$1.1M -$59K -382 -5%
NCM
663
Neumann Capital Management
California
$1.1M +$197K +1,275 +21%
TFF
664
The Family Firm
Maryland
$1.1M +$332K +2,147 +42%
AAM
665
Autus Asset Management
Arizona
$1.09M -$15.6K -101 -1%
RPGK
666
Retirement Planning Group (Kansas)
Kansas
$1.09M -$1.54K -10 -0.1%
CWM
667
Cranbrook Wealth Management
Michigan
$1.08M – – –
GA
668
Geller Advisors
New York
$1.08M -$610K -3,948 -36%
CFG
669
Citizens Financial Group
Rhode Island
$1.07M – – –
BFO
670
Boston Family Office
Massachusetts
$1.07M – – –
BA
671
Birinyi Associates
Connecticut
$1.06M +$270K +1,750 +33%
MIA
672
MainStreet Investment Advisors
Illinois
$1.06M -$39.4K -255 -4%
CWM
673
Cahaba Wealth Management
Georgia
$1.04M -$53K -343 -5%
ATC
674
Argent Trust Co
Tennessee
$1.04M +$194K +1,255 +23%
SBWM
675
Sunflower Bank Wealth Management
Arizona
$1.03M – – –
25 26
27
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