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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
901
Cornerstone Wealth Management
Missouri
$611K -$203M -1,362,943 -100%
CAW
902
Cornerstone Advisors (Washington)
Washington
$611K -$95.6K -641 -12%
OFG
903
Oxford Financial Group
Indiana
$608K – – –
BPC
904
Banque Pictet & Cie
Switzerland
$607K -$984K -6,593 -59%
PNAA
905
Pictet North America Advisors
Switzerland
$607K -$984K -6,593 -59%
BOS
906
Bingham Osborn & Scarborough
California
$607K -$67.7K -454 -9%
ECM
907
Evergreen Capital Management
Washington
$606K -$1.39M -9,324 -67%
SF
908
Summit Financial
New Jersey
$603K +$671K +4,500 New
MCM
909
Mainstay Capital Management
Michigan
$599K -$283K -1,897 -30%
CAL
910
Capital Advisors Ltd
Ohio
$597K +$22.5K +151 +4%
BS
911
Boenning & Scattergood
Pennsylvania
$596K +$13.1K +88 +2%
BBHC
912
Brown Brothers Harriman & Co
New York
$592K -$20.6K -138 -3%
GC
913
Grimes & Company
Massachusetts
$589K +$271K +1,817 +70%
AF
914
Arrow Financial
New York
$583K -$332K -2,225 -34%
VR
915
Viridian RIA
Washington
$582K -$8.36K -56 -1%
CPSAC
916
Chas P. Smith & Associates (CPS)
Florida
$578K +$54.2K +363 +9%
IB
917
Intrust Bank
Kansas
$576K – – –
ECM
918
Elgethun Capital Management
South Dakota
$575K -$7.46K -50 -1%
PG
919
Patten Group
Tennessee
$572K -$129K -864 -17%
LNWWM
920
Laird Norton Wetherby Wealth Management
California
$569K -$419K -2,805 -40%
DP
921
Denver PWM
Colorado
$569K -$25.5K -171 -4%
SCM
922
Schnieders Capital Management
California
$568K +$29.5K +198 +5%
JPG
923
Jordan Park Group
California
$566K – – –
VDFA
924
Vickerman & Driscoll Financial Advisors
Washington
$565K -$54.6K -366 -8%
CCM
925
Crossvault Capital Management
Texas
$565K -$4.48K -30 -0.7%
35 36
37
38 39