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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
BG
826
Bollard Group
Massachusetts
$78K -$1.54M -13,498 -95%
WIL
827
Winifred I. Li
$61K – – –
PR
828
Payden & Rygel
California
$58K +$55.4K +484 New
BRWM
829
B. Riley Wealth Management
Tennessee
$49K -$123K -1,074 -72%
ACM
830
Alethea Capital Management
Washington
$48K +$45.6K +399 New
W
831
Wealthfront
California
$48K +$46K +402 New
UFA
832
US Financial Advisors
Massachusetts
$46K +$44.1K +386 New
AF
833
Arrow Financial
New York
$45K – – –
PG
834
Patten Group
Tennessee
$45K +$42.9K +375 New
SNT
835
Security National Trust
West Virginia
$44K – – –
ECM
836
Exchange Capital Management
Michigan
$42K +$6.18K +54 +18%
BFEC
837
Benjamin F. Edwards & Company
Missouri
$40K – – –
RFC
838
Russell Frank Company
Washington
$37K -$100K -876 -74%
HCM
839
Horrell Capital Management
Arkansas
$37K – – –
ASN
840
Advisory Services Network
Georgia
$37K +$36.1K +316 New
LFR
841
Lehman Financial Resources
Pennsylvania
$34K +$114 +1 +0.4%
SC
842
Saturna Capital
Washington
$28K – – –
LWA
843
Lenox Wealth Advisors
New York
$27K -$3.43K -30 -12%
KT
844
Kanaly Trust
Texas
$25K – – –
CHAM
845
Clear Harbor Asset Management
Connecticut
$24K +$22.9K +200 New
BKA
846
Brick & Kyle Associates
Pennsylvania
$22K +$21.3K +186 New
DAM
847
Delta Asset Management
Tennessee
$21K – – –
FMII
848
Farmers & Merchants Investments Inc
Nebraska
$19K +$8.23K +72 +85%
SAM
849
Shamrock Asset Management
Texas
$18K -$42.1K -368 -70%
PI
850
PineBridge Investments
New York
$18K +$17.6K +154 New
32 33
34
35 36