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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
RFC
726
Russell Frank Company
Washington
$274K +$228K +1,894 +619%
JAFL
727
Jay A. Fishman Ltd
Michigan
$274K -$60.3K -500 -19%
VIA
728
Vantage Investment Advisors
Pennsylvania
$273K +$150K +1,245 +131%
KAM
729
Keeley Asset Management
Illinois
$272K +$14.2K +118 +6%
GIM
730
Goelzer Investment Management
Indiana
$269K +$38.3K +318 +17%
IB
731
Intrust Bank
Kansas
$263K +$3.01K +25 +1%
WA
732
Winfield Associates
Ohio
$262K – – –
YP
733
Yellowstone Partners
Idaho
$261K -$11.9K -99 -4%
SSG
734
Summit Securities Group
New York
$261K +$7.96K +66 +3%
NSIM
735
North Star Investment Management
Illinois
$260K – – –
MG
736
McCutchen Group
Washington
$260K +$964 +8 +0.4%
BWP
737
Baldwin Wealth Partners
Massachusetts
$257K -$31.5K -261 -11%
MM
738
Meridian Management
Arkansas
$257K – – –
GIA
739
GHP Investment Advisors
Colorado
$255K +$8.56K +71 +4%
COI
740
Connable Office Inc
Michigan
$252K +$27.8K +231 +13%
JA
741
JOYN Advisors
Georgia
$252K +$244K +2,027 New
FAM
742
Formidable Asset Management
Ohio
$251K – – –
FDCC
743
Foster Dykema Cabot & Co
Massachusetts
$249K – – –
PA
744
Pinnacle Associates
New York
$247K -$37.7K -313 -14%
BW
745
Bison Wealth
Georgia
$245K +$238K +1,974 New
BFA
746
Bragg Financial Advisors
North Carolina
$245K +$335K +2,779 New
RW
747
Rand Wealth
Maryland
$243K – – –
OIA
748
Optimum Investment Advisors
Illinois
$239K – – –
FPCG
749
Fort Pitt Capital Group
Pennsylvania
$236K +$228K +1,895 New
FFA
750
First Foundation Advisors
California
$235K -$246K -2,038 -52%
28 29
30
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