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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
GI
751
Glovista Investments
New Jersey
$250K +$250K +2,000 New
EP
752
Edgestream Partners
New Jersey
$250K +$250K +2,003 New
ISB
753
Iowa State Bank
Iowa
$247K +$247K +1,980 New
RW
754
Rand Wealth
Maryland
$244K – – –
CK
755
Carnick & Kubik
Colorado
$241K +$6.5K +52 +3%
KFC
756
Klingenstein Fields & Co
New York
$240K +$15.2K +122 +7%
PP
757
Palladium Partners
Virginia
$240K +$240K +1,923 New
GC
758
Grimes & Company
Massachusetts
$237K +$237K +1,900 New
FDCC
759
Foster Dykema Cabot & Co
Massachusetts
$236K -$13.7K -110 -5%
FFA
760
First Foundation Advisors
California
$231K -$4.25K -34 -2%
RFA
761
Reilly Financial Advisors
California
$227K -$2K -16 -0.9%
BTW
762
Boston Trust Walden
Massachusetts
$227K +$227K +1,817 New
PPCM
763
Pillar Pacific Capital Management
California
$226K +$12.1K +97 +6%
GC
764
Garde Capital
Washington
$225K +$225K +1,800 New
NPPM
765
North Point Portfolio Managers
Ohio
$225K +$225K +1,800 New
FIM
766
Freedom Investment Management
Connecticut
$221K +$221K +1,771 New
NIA
767
Northstar Investment Advisors
Colorado
$217K -$15.9K -127 -7%
PAS
768
Professional Advisory Services
Florida
$217K – – –
BMM
769
Buffington Mohr McNeal
Idaho
$217K +$218K +1,744 New
JPTCCM
770
J.P. Turner & Co Capital Management
Georgia
$216K -$840K -6,725 -79%
FA
771
FC Advisory
Pennsylvania
$215K – – –
EAM
772
Eagle Asset Management
Florida
$215K +$216K +1,726 New
WP
773
WealthPLAN Partners
Nebraska
$214K -$747K -5,979 -78%
AC
774
Addison Capital
Pennsylvania
$213K -$7.62K -61 -3%
CTA
775
Chesley Taft & Associates
Illinois
$210K – – –
29 30
31
32 33