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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
OC
851
Oakworth Capital
Alabama
$352K – – –
MSR
852
Main Street Research
Connecticut
$350K +$332K +2,596 New
RWMH
853
Riverpoint Wealth Management Holdings
Illinois
$349K +$332K +2,598 New
HSA
854
HBK Sorce Advisory
Pennsylvania
$348K -$46.6K -365 -12%
SBL
855
Sargent Bickham Lagudis
Colorado
$346K -$7.54K -59 -2%
MAS
856
Madden Advisory Services
Florida
$344K -$39.6K -310 -11%
PTC
857
Philadelphia Trust Company
Pennsylvania
$344K – – –
EB
858
Eastern Bank
Massachusetts
$343K +$325K +2,546 New
GIA
859
GHP Investment Advisors
Colorado
$341K +$511 +4 +0.2%
FAM
860
Formidable Asset Management
Ohio
$340K +$2.04K +16 +0.6%
CCM
861
Catawba Capital Management
Virginia
$339K – – –
RT
862
Rockland Trust
Massachusetts
$337K -$25.8K -202 -7%
PFGIA
863
Patriot Financial Group Insurance Agency
Massachusetts
$333K +$317K +2,477 New
SH
864
Svenska Handelsbanken
Sweden
$332K – – –
VCM
865
Vision Capital Management
Oregon
$330K +$32.3K +253 +12%
HCM
866
Hodges Capital Management
Texas
$329K -$2.04M -15,983 -87%
PWW
867
Pettyjohn Wood & White
Virginia
$323K – – –
MPM
868
Meritage Portfolio Management
Kansas
$322K -$36.4K -285 -11%
BWM
869
BerganKDV Wealth Management
Minnesota
$321K +$304K +2,381 New
LP
870
LGL Partners
Pennsylvania
$320K +$1.15K +9 +0.4%
WA
871
Wasatch Advisors
Utah
$320K +$303K +2,372 New
GBT
872
Grove Bank & Trust
Florida
$319K – – –
APCM
873
Alaska Permanent Capital Management
Alaska
$316K – – –
WCM
874
Wunderlich Capital Managemnt
Tennessee
$316K – – –
CAM
875
Carret Asset Management
New York
$312K -$38.3K -300 -11%
33 34
35
36 37