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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
IC
876
InterOcean Capital
Illinois
$330K – – –
SFSIG
877
San Francisco Sentry Investment Group
California
$330K +$251K +1,781 +397%
BMM
878
Buffington Mohr McNeal
Idaho
$328K – – –
AC
879
Addison Capital
Pennsylvania
$326K +$15.8K +112 +5%
WA
880
Wealth Architects
California
$325K +$141 +1 +0%
MWM
881
Modera Wealth Management
New Jersey
$323K +$61.9K +440 +25%
CTA
882
Chesley Taft & Associates
Illinois
$322K +$46.9K +333 +18%
CPIM
883
Columbia Partners Investment Management
Virginia
$321K – – –
IC
884
Iconiq Capital
California
$321K – – –
GAG
885
GM Advisory Group
New York
$319K -$56.3K -400 -16%
FPFS
886
First Personal Financial Services
North Carolina
$319K – – –
KPCM
887
Kings Point Capital Management
New York
$319K – – –
PL
888
Plancorp LLC
Missouri
$317K +$14.1K +100 +5%
MWM
889
Meridian Wealth Management
Kentucky
$317K +$49.1K +349 +20%
CFD
890
Creative Financial Designs
Indiana
$316K +$222K +1,576 +282%
RFA
891
Reilly Financial Advisors
California
$313K -$3.52K -25 -1%
NIA
892
Northstar Investment Advisors
Colorado
$313K – – –
BPCA
893
Bank Pictet & Cie (Asia)
Singapore
$310K – – –
SCM
894
SOL Capital Management
Maryland
$310K +$10.6K +75 +4%
NIM
895
Northeast Investment Management
Massachusetts
$309K -$18.9K -134 -6%
ISB
896
Iowa State Bank
Iowa
$308K – – –
WA
897
Winfield Associates
Ohio
$305K – – –
SBL
898
Sargent Bickham Lagudis
Colorado
$305K +$39.7K +282 +16%
NFC
899
Northeast Financial Consultants
Connecticut
$305K +$79.5K +565 +38%
FCIM
900
Fairview Capital Investment Management
California
$301K – – –
34 35
36
37 38