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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
776
Destination Wealth Management
California
$221K -$182K -1,593 -46%
GIM
777
Goelzer Investment Management
Indiana
$221K -$229 -2 -0.1%
TCM
778
Traynor Capital Management
Pennsylvania
$221K +$212K +1,855 New
EK
779
Evensky & Katz
Florida
$217K -$3.3M -28,890 -94%
RFA
780
Reilly Financial Advisors
California
$217K +$114 +1 +0.1%
COI
781
Connable Office Inc
Michigan
$215K +$206K +1,798 New
AC
782
Addison Capital
Pennsylvania
$212K +$203K +1,776 New
WA
783
Wasatch Advisors
Utah
$210K +$201K +1,759 New
PAS
784
Professional Advisory Services
Florida
$208K +$198K +1,735 New
CK
785
Carnick & Kubik
Colorado
$203K +$194K +1,696 New
GC
786
Garde Capital
Washington
$202K +$193K +1,689 New
VDI
787
Vaughan David Investments
Illinois
$201K +$192K +1,677 New
MCM
788
MV Capital Management
Maryland
$201K +$192K +1,679 New
CTA
789
Chesley Taft & Associates
Illinois
$201K +$192K +1,682 New
CWM
790
Cabot Wealth Management
Massachusetts
$200K +$192K +1,675 New
TCOV
791
Trust Company of Vermont
Vermont
$184K +$12.9K +113 +8%
LNB
792
Ledyard National Bank
$174K +$69.6K +609 +72%
X
793
Xponance
Pennsylvania
$171K – – –
JFA
794
JNBA Financial Advisors
Minnesota
$167K – – –
SC
795
Skylands Capital
Wisconsin
$167K – – –
DBT
796
Dubuque Bank & Trust
Iowa
$162K – – –
AP
797
Atwood & Palmer
Missouri
$161K -$35.8K -313 -19%
DSC
798
Duncker Streett & Co
Missouri
$159K +$229 +2 +0.2%
BAM
799
Barrett Asset Management
New York
$155K +$1.94K +17 +1%
JAM
800
Jolley Asset Management
North Carolina
$153K – – –
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