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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
ANBT
676
American National Bank & Trust
Texas
$380K – – –
RT
677
Rockland Trust
Massachusetts
$375K +$37.5K +300 +11%
WRM
678
Westport Resources Management
Connecticut
$372K – – –
CAM
679
Carret Asset Management
New York
$367K -$6.25K -50 -2%
VWM
680
Vector Wealth Management
Minnesota
$359K +$62.1K +497 +21%
BAS
681
Brown Advisory Securities
Maryland
$351K -$26.9K -215 -7%
HTC
682
Haverford Trust Company
Pennsylvania
$351K -$12.9K -103 -4%
OSNBOA
683
Old Second National Bank of Aurora
Illinois
$351K – – –
CW
684
Cobiz Wealth
Colorado
$351K +$2.37K +19 +0.7%
BCM
685
Bluefin Capital Management
New York
$351K +$50K +400 +17%
CI
686
CAZ Investments
Texas
$350K – – –
CTC
687
Central Trust Company
Missouri
$348K – – –
TSWM
688
Triangle Securities Wealth Management
North Carolina
$345K – – –
VC
689
Vicus Capital
Pennsylvania
$345K +$16.9K +135 +5%
LWM
690
LBA Wealth Management
Florida
$344K -$7.37K -59 -2%
VCAM
691
Van Cleef Asset Management
Ohio
$341K – – –
ZB
692
Zions Bancorporation
Utah
$340K -$390K -3,122 -53%
CCM
693
Catawba Capital Management
Virginia
$339K +$6.37K +51 +2%
TAM
694
Trillium Asset Management
Massachusetts
$335K – – –
MCM
695
MV Capital Management
Maryland
$334K +$125K +1,000 +60%
LS
696
Lattice Strategies
Pennsylvania
$332K -$278K -2,222 -46%
IC
697
InterOcean Capital
Illinois
$332K – – –
SCM
698
SOL Capital Management
Maryland
$332K +$332K +2,655 New
CWM
699
Calamos Wealth Management
Illinois
$331K +$331K +2,653 New
PMFA
700
Plante Moran Financial Advisors
Michigan
$330K +$45.1K +361 +16%
26 27
28
29 30