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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
RM
751
Resource Management
Louisiana
$2.54M +$54.4K +249 +2%
VCM
752
Vivaldi Capital Management
Illinois
$2.52M -$426K -1,953 -15%
ACM
753
Azimuth Capital Management
Michigan
$2.52M -$406K -1,859 -14%
AIM
754
Alhambra Investment Management
Florida
$2.51M -$747K -3,421 -23%
PWM
755
Provident Wealth Management
Tennessee
$2.51M -$247K -1,133 -9%
HTC
756
Haverford Trust Company
Pennsylvania
$2.5M – – –
IBOK
757
Independence Bank of Kentucky
Kentucky
$2.5M +$456K +2,087 +23%
LWAC
758
Laurel Wealth Advisors (California)
California
$2.5M +$65.9K +302 +3%
SFA
759
Seneca Financial Advisors
New York
$2.47M -$250K -1,145 -9%
ST
760
Sageworth Trust
Pennsylvania
$2.47M -$2.86M -13,098 -54%
FCH
761
Freestone Capital Holdings
Washington
$2.45M +$2.18K +10 +0.1%
HIA
762
Harbor Investment Advisory
Maryland
$2.44M +$24.7K +113 +1%
PP
763
Patten & Patten
Tennessee
$2.43M +$236K +1,080 +11%
LL
764
LPWM LLC
Minnesota
$2.43M +$73.8K +338 +3%
FWP
765
FAS Wealth Partners
Kansas
$2.42M +$45.9K +210 +2%
HB
766
Homrich & Berg
Georgia
$2.42M -$108K -495 -4%
BCI
767
Brinker Capital Investments
Pennsylvania
$2.41M +$2.38M +10,890 New
TAM
768
Tocqueville Asset Management
New York
$2.38M +$1.87M +8,575 +394%
CG
769
Castellan Group
Kentucky
$2.34M +$2.31M +10,600 New
TCBWMS
770
Texas Capital Bank Wealth Management Services
Texas
$2.34M +$678K +3,106 +42%
MFG
771
MidWestOne Financial Group
Iowa
$2.33M – – –
LNWWM
772
Laird Norton Wetherby Wealth Management
California
$2.31M -$337K -1,545 -13%
LNWTC
773
Laird Norton Wetherby Trust Company
Washington
$2.3M +$152K +695 +6%
ST
774
Sabal Trust
Florida
$2.3M – – –
PWG
775
Private Wealth Group
Florida
$2.28M +$335K +1,535 +17%
29 30
31
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