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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
726
Birmingham Capital Management
Alabama
$309K – – –
NFG
727
Next Financial Group
Texas
$308K -$1M -8,758 -77%
WPC
728
White Pine Capital
Minnesota
$308K +$26.3K +230 +10%
CPIM
729
Columbia Partners Investment Management
Virginia
$302K +$289K +2,530 New
NIM
730
Northeast Investment Management
Massachusetts
$299K – – –
SI
731
Sprott Inc
Ontario, Canada
$299K +$286K +2,500 New
MPM
732
Meritage Portfolio Management
Kansas
$296K -$29.7K -260 -10%
CCM
733
Catawba Capital Management
Virginia
$294K – – –
VWM
734
Vector Wealth Management
Minnesota
$291K +$278K +2,431 New
PWW
735
Pettyjohn Wood & White
Virginia
$287K – – –
SWM
736
Segment Wealth Management
Texas
$286K – – –
UBWV
737
United Bank (West Virginia)
West Virginia
$281K – – –
BWP
738
Baldwin Wealth Partners
Massachusetts
$279K -$45.1K -394 -14%
PA
739
Pinnacle Associates
New York
$275K -$11.4K -100 -4%
BDF
740
Balasa Dinverno & Foltz
$273K – – –
NIA
741
Northstar Investment Advisors
Colorado
$272K -$19.8K -173 -7%
MCA
742
Mercer Capital Advisers
New Jersey
$271K +$259K +2,266 New
WCM
743
Wunderlich Capital Managemnt
Tennessee
$270K +$260K +2,276 New
FSA
744
Financial Sense Advisors
California
$265K +$253K +2,214 New
FSC
745
Fiduciary Services Corp
Georgia
$265K +$253K +2,215 New
YP
746
Yellowstone Partners
Idaho
$263K – – –
PGFC
747
Peapack-Gladstone Financial Corp
New Jersey
$260K – – –
SBWM
748
Sunflower Bank Wealth Management
Arizona
$258K – – –
PMFA
749
Plante Moran Financial Advisors
Michigan
$257K +$9.26K +81 +4%
QAM
750
QCI Asset Management
New York
$256K -$21.7K -190 -8%
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30
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