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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
876
Destination Wealth Management
California
$295K +$15.8K +114 +6%
AC
877
Addison Capital
Pennsylvania
$294K +$17.4K +126 +6%
ISB
878
Iowa State Bank
Iowa
$293K – – –
IFWM
879
Institute for Wealth Management
Colorado
$291K +$285K +2,056 New
WA
880
Winfield Associates
Ohio
$290K – – –
NFG
881
Next Financial Group
Texas
$289K +$121K +875 +74%
PL
882
Plancorp LLC
Missouri
$288K -$512K -3,697 -64%
FCIM
883
Fairview Capital Investment Management
California
$286K – – –
SCM
884
SOL Capital Management
Maryland
$285K +$47.1K +340 +20%
BMC
885
Beaton Management Company
Massachusetts
$285K +$280K +2,025 New
AIP
886
Almanack Investment Partners
Pennsylvania
$283K – – –
JGC
887
J. Goldman & Co
New York
$282K -$2.84M -20,500 -91%
ID
888
Integral Derivatives
New York
$282K -$876K -6,327 -76%
NSIM
889
North Star Investment Management
Illinois
$280K -$6.92K -50 -2%
AF
890
Allworth Financial
California
$279K -$38.6K -279 -12%
MCP
891
Mirador Capital Partners
California
$276K -$29.5K -213 -10%
CA
892
Cornerstone Advisory
Maryland
$276K -$1.94K -14 -0.7%
SKK
893
Shepherd Kaplan Krochuk
Massachusetts
$275K -$401K -2,900 -60%
EB
894
Eastern Bank
Massachusetts
$275K -$30.4K -220 -10%
SCM
895
Shapiro Capital Management
Georgia
$274K -$5.7M -41,213 -95%
CW
896
Cobiz Wealth
Colorado
$271K -$33.8K -244 -11%
MG
897
McCutchen Group
Washington
$270K – – –
DWM
898
Doyle Wealth Management
Florida
$269K -$77.4K -559 -23%
CCG
899
Cypress Capital Group
Florida
$269K -$3.46K -25 -1%
MM
900
Meridian Management
Arkansas
$269K +$9.96K +72 +4%
34 35
36
37 38