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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
SNT
801
Security National Trust
West Virginia
$128K – – –
CPA
802
Cowen Prime Advisors
New York
$125K +$125K +1,000 New
QAM
803
QCI Asset Management
New York
$117K – – –
CA
804
CapWealth Advisors
Tennessee
$116K – – –
OFS
805
Orrstown Financial Services
Pennsylvania
$116K – – –
SSG
806
Summit Securities Group
New York
$112K -$150K -1,200 -57%
OC
807
Oakworth Capital
Alabama
$111K +$103K +821 +1,026%
TWA
808
TCI Wealth Advisors
Arizona
$105K -$13K -104 -11%
TCM
809
TD Capital Management
Tennessee
$104K – – –
PCTC
810
Perkins Coie Trust Company
Washington
$103K +$8K +64 +8%
JAM
811
Jolley Asset Management
North Carolina
$101K -$58.7K -470 -37%
CAL
812
Capital Advisors Ltd
Ohio
$97K – – –
AA
813
Apriem Advisors
California
$96K -$12.7K -102 -12%
KCM
814
Karp Capital Management
California
$92K +$16.9K +135 +23%
SAM
815
Solaris Asset Management
New York
$89K – – –
AWS
816
Aris Wealth Services
Pennsylvania
$86K +$8.24K +66 +11%
VNA
817
Valley National Advisers
Pennsylvania
$84K – – –
BG
818
Bollard Group
Massachusetts
$81K – – –
UFA
819
US Financial Advisors
Massachusetts
$78K +$22.2K +178 +40%
BRWM
820
B. Riley Wealth Management
Tennessee
$76K -$12.5K -100 -14%
BJ
821
Brouwer & Janachowski
California
$74K +$73.8K +591 New
WAM
822
Wolverine Asset Management
Illinois
$74K +$75K +600 New
FIG
823
Fusion Investment Group
Pennsylvania
$71K +$71.1K +569 New
WEC
824
Winslow Evans & Crocker
Massachusetts
$70.2K +$55K +440 +361%
EDRS
825
Edmond de Rothschild (Suisse)
Switzerland
$68K +$68.3K +547 New
31 32
33
34 35