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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
YP
751
Yellowstone Partners
Idaho
$263K – – –
PGFC
752
Peapack-Gladstone Financial Corp
New Jersey
$260K – – –
SBWM
753
Sunflower Bank Wealth Management
Arizona
$258K – – –
PMFA
754
Plante Moran Financial Advisors
Michigan
$257K +$9.26K +81 +4%
QAM
755
QCI Asset Management
New York
$256K -$21.7K -190 -8%
SIM
756
SSI Investment Management
California
$252K -$49.7K -435 -17%
WA
757
Winfield Associates
Ohio
$252K -$26.9K -235 -10%
RT
758
Rockland Trust
Massachusetts
$252K – – –
FLPIM
759
F.L. Putnam Investment Management
Massachusetts
$251K -$153K -1,334 -39%
IB
760
Intrust Bank
Kansas
$250K – – –
NSIM
761
North Star Investment Management
Illinois
$250K – – –
PL
762
Plancorp LLC
Missouri
$249K -$338K -2,956 -59%
MG
763
McCutchen Group
Washington
$249K +$572 +5 +0.2%
MM
764
Meridian Management
Arkansas
$248K – – –
NCM
765
Noesis Capital Mangement
Florida
$248K – – –
KAM
766
Keeley Asset Management
Illinois
$247K – – –
FAM
767
Formidable Asset Management
Ohio
$245K – – –
SSG
768
Summit Securities Group
New York
$243K -$4.35M -38,050 -95%
FDCC
769
Foster Dykema Cabot & Co
Massachusetts
$240K – – –
RTIM
770
Round Table Investment Management
North Carolina
$239K +$228K +1,994 New
BCM
771
Bienville Capital Management
New York
$239K +$229K +2,000 New
NAP
772
New Amsterdam Partners
New York
$237K +$227K +1,982 New
GIA
773
GHP Investment Advisors
Colorado
$236K +$226K +1,977 New
RW
774
Rand Wealth
Maryland
$233K – – –
OIA
775
Optimum Investment Advisors
Illinois
$230K +$60.6K +530 +38%
29 30
31
32 33