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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
726
Modera Wealth Management
New Jersey
$292K +$273K +2,639 New
PAM
727
Premier Asset Management
Illinois
$291K – – –
GIA
728
GHP Investment Advisors
Colorado
$288K +$311 +3 +0.1%
VAM
729
Verity Asset Management
North Carolina
$285K +$266K +2,573 New
MCM
730
Murphy Capital Management
New Jersey
$285K +$267K +2,578 New
CL
731
CIM LLC
New York
$284K +$2.38K +23 +0.9%
SFM
732
Signet Financial Management
New Jersey
$283K -$187K -1,808 -41%
MPM
733
Meritage Portfolio Management
Kansas
$280K +$3.93K +38 +2%
NIA
734
Northstar Investment Advisors
Colorado
$279K +$20.9K +202 +9%
CCM
735
Catawba Capital Management
Virginia
$278K – – –
JAFL
736
Jay A. Fishman Ltd
Michigan
$277K +$259K +2,500 New
SPWA
737
SteelBridge Private Wealth Advisors
Florida
$276K +$258K +2,496 New
JGIA
738
Jackson Grant Investment Advisers
Connecticut
$275K -$97.4K -941 -27%
BDF
739
Balasa Dinverno & Foltz
$275K – – –
ANBT
740
American National Bank & Trust
Texas
$274K -$18.1K -175 -7%
SBIA
741
Sheaff Brock Investment Advisors
Indiana
$274K +$2.17K +21 +0.9%
SWM
742
Segment Wealth Management
Texas
$273K +$1.76K +17 +0.7%
OC
743
Oakworth Capital
Alabama
$272K +$35.8K +346 +16%
PP
744
Patten & Patten
Tennessee
$271K +$1.14K +11 +0.5%
LS
745
Lattice Strategies
Pennsylvania
$270K +$20.2K +195 +9%
SCA
746
Snowden Capital Advisors
New York
$269K +$252K +2,433 New
GA
747
GFS Advisors
Texas
$269K -$4.14K -40 -2%
CW
748
Cobiz Wealth
Colorado
$268K -$21.8K -211 -8%
ISB
749
Iowa State Bank
Iowa
$267K +$44.5K +430 +22%
GWM
750
Gupta Wealth Management
California
$266K -$14.1K -136 -5%
28 29
30
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