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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
NFG
726
NewFocus Financial Group
Washington
$335K – – –
I2I
727
Insight 2811 Inc
Illinois
$334K -$61.5K -545 -16%
CAG
728
Crestwood Advisors Group
Massachusetts
$333K +$81.8K +725 +33%
I
729
IberiaBank
Louisiana
$331K +$66.2K +587 +26%
LNWWM
730
Laird Norton Wetherby Wealth Management
California
$322K +$316K +2,800 New
APCM
731
Alaska Permanent Capital Management
Alaska
$320K – – –
ZCA
732
Zeke Capital Advisors
Pennsylvania
$314K +$54.2K +480 +21%
PBO
733
Peoples Bank (Ohio)
Ohio
$312K -$55.8K -495 -15%
RT
734
Rockland Trust
Massachusetts
$310K -$52.5K -465 -15%
AA
735
Apriem Advisors
California
$310K -$28.3K -251 -9%
WRM
736
Westport Resources Management
Connecticut
$310K – – –
LWCFA
737
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$309K – – –
MAA
738
Matrix Asset Advisors
New York
$309K – – –
PMFA
739
Plante Moran Financial Advisors
Michigan
$309K – – –
SH
740
Svenska Handelsbanken
Sweden
$308K – – –
MPM
741
Meritage Portfolio Management
Kansas
$307K +$15.2K +135 +5%
CG
742
Corundum Group
Colorado
$306K -$55.2K -489 -16%
TWA
743
TCI Wealth Advisors
Arizona
$305K -$6.66K -59 -2%
PAM
744
Premier Asset Management
Illinois
$303K – – –
CL
745
CIM LLC
New York
$303K +$8.01K +71 +3%
CAM
746
Carret Asset Management
New York
$301K -$36.7K -325 -11%
JGIA
747
Jackson Grant Investment Advisers
Connecticut
$296K +$9.93K +88 +4%
HB
748
Homrich & Berg
Georgia
$294K -$75K -665 -21%
GIA
749
GHP Investment Advisors
Colorado
$290K -$9.59K -85 -3%
VFA
750
Virtus Fund Advisers
Connecticut
$289K -$26.1K -231 -8%
28 29
30
31 32