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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
LWCFA
676
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$303K – – –
AA
677
Apriem Advisors
California
$303K +$237K +2,000 +259%
PMFA
678
Plante Moran Financial Advisors
Michigan
$302K +$14.8K +125 +5%
VCAM
679
Van Cleef Asset Management
Ohio
$298K – – –
OCG
680
Opus Capital Group
Ohio
$296K +$36.4K +307 +13%
ANBT
681
American National Bank & Trust
Texas
$295K -$39.7K -335 -11%
RT
682
Rockland Trust
Massachusetts
$295K -$35.6K -300 -10%
MCM
683
MV Capital Management
Maryland
$293K – – –
TAM
684
Trillium Asset Management
Massachusetts
$293K – – –
CW
685
Cobiz Wealth
Colorado
$290K -$18.3K -154 -5%
CWM
686
Calamos Wealth Management
Illinois
$290K – – –
SCM
687
SOL Capital Management
Maryland
$290K – – –
CTC
688
Central Trust Company
Missouri
$289K -$17.8K -150 -5%
NPIT
689
National Penn Investors Trust
Pennsylvania
$288K -$168K -1,417 -35%
PAM
690
Premier Asset Management
Illinois
$287K – – –
CL
691
CIM LLC
New York
$286K +$2.02K +17 +0.7%
OIA
692
Optimum Investment Advisors
Illinois
$284K +$308K +2,598 New
CL
693
CSS LLC
Illinois
$283K -$1.44M -12,125 -82%
NFG
694
NewFocus Financial Group
Washington
$280K – – –
FG
695
Fiduciary Group
Georgia
$280K +$17.8K +150 +6%
MAA
696
Matrix Asset Advisors
New York
$279K +$30.2K +255 +11%
NPF
697
Norris Perne & French
Michigan
$278K -$66.4K -560 -18%
SIA
698
Spruce Investment Advisors
Connecticut
$277K – – –
TIA
699
Tiemann Investment Advisors
California
$276K +$299K +2,523 New
CCM
700
Catawba Capital Management
Virginia
$274K -$24.3K -205 -8%
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