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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
801
Catawba Capital Management
Virginia
$283K – – –
PPCM
802
PW Partners Capital Management
Illinois
$282K +$288K +2,500 New
WP
803
WMS Partners
Maryland
$282K +$288K +2,501 New
SIM
804
SSI Investment Management
California
$281K -$82.8K -718 -22%
MPM
805
Meritage Portfolio Management
Kansas
$281K +$13.5K +117 +5%
BDF
806
Balasa Dinverno & Foltz
$280K – – –
GA
807
GFS Advisors
Texas
$278K +$7.73K +67 +3%
CTC
808
Central Trust Company
Missouri
$277K -$20.3K -176 -7%
SWM
809
Segment Wealth Management
Texas
$276K +$807 +7 +0.3%
LWCFA
810
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$276K +$2.88K +25 +1%
PFS
811
Prospera Financial Services
Texas
$276K +$47.6K +413 +20%
SBIA
812
Sheaff Brock Investment Advisors
Indiana
$276K +$283K +2,452 New
PP
813
Patten & Patten
Tennessee
$275K +$19.8K +172 +8%
HW
814
Hancock Whitney
Mississippi
$274K +$22.1K +192 +9%
PAIM
815
Punch & Associates Investment Management
Minnesota
$273K +$279K +2,420 New
NIM
816
Northeast Investment Management
Massachusetts
$272K – – –
PWW
817
Pettyjohn Wood & White
Virginia
$270K – – –
GBT
818
Grove Bank & Trust
Florida
$269K +$275K +2,387 New
CG
819
Corundum Group
Colorado
$269K +$302K +2,615 New
VIA
820
Vantage Investment Advisors
Pennsylvania
$265K +$2.31K +20 +0.9%
TDC
821
Thompson Davis & Co
Virginia
$264K -$344K -2,981 -56%
TC
822
Telemus Capital
Michigan
$263K +$269K +2,332 New
NIA
823
Northstar Investment Advisors
Colorado
$261K – – –
BW
824
Bison Wealth
Georgia
$261K +$26.6K +231 +11%
VCM
825
Vision Capital Management
Oregon
$259K – – –
31 32
33
34 35