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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
BMM
876
Buffington Mohr McNeal
Idaho
$328K – – –
AC
877
Addison Capital
Pennsylvania
$326K +$15.8K +112 +5%
WA
878
Wealth Architects
California
$325K +$141 +1 +0%
MWM
879
Modera Wealth Management
New Jersey
$323K +$61.9K +440 +25%
CTA
880
Chesley Taft & Associates
Illinois
$322K +$46.9K +333 +18%
CPIM
881
Columbia Partners Investment Management
Virginia
$321K – – –
IC
882
Iconiq Capital
California
$321K – – –
GAG
883
GM Advisory Group
New York
$319K -$56.3K -400 -16%
FPFS
884
First Personal Financial Services
North Carolina
$319K – – –
KPCM
885
Kings Point Capital Management
New York
$319K – – –
PL
886
Plancorp LLC
Missouri
$317K +$14.1K +100 +5%
MWM
887
Meridian Wealth Management
Kentucky
$317K +$49.1K +349 +20%
CFD
888
Creative Financial Designs
Indiana
$316K +$222K +1,576 +282%
RFA
889
Reilly Financial Advisors
California
$313K -$3.52K -25 -1%
NIA
890
Northstar Investment Advisors
Colorado
$313K – – –
BPCA
891
Bank Pictet & Cie (Asia)
Singapore
$310K – – –
SCM
892
SOL Capital Management
Maryland
$310K +$10.6K +75 +4%
NIM
893
Northeast Investment Management
Massachusetts
$309K -$18.9K -134 -6%
ISB
894
Iowa State Bank
Iowa
$308K – – –
WA
895
Winfield Associates
Ohio
$305K – – –
SBL
896
Sargent Bickham Lagudis
Colorado
$305K +$39.7K +282 +16%
NFC
897
Northeast Financial Consultants
Connecticut
$305K +$79.5K +565 +38%
FCIM
898
Fairview Capital Investment Management
California
$301K – – –
WP
899
WealthPLAN Partners
Nebraska
$300K -$172K -1,220 -38%
BMC
900
Beaton Management Company
Massachusetts
$300K – – –
34 35
36
37 38