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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
AA
926
Alesco Advisors
New York
$254K – – –
UAS
927
United Asset Strategies
New York
$253K -$522K -3,824 -67%
MM
928
Meridian Management
Arkansas
$253K -$41K -300 -14%
CTA
929
Chesley Taft & Associates
Illinois
$253K -$13.7K -100 -5%
LA
930
Lau Associates
Delaware
$251K – – –
BA
931
BKS Advisors
Michigan
$250K – – –
FG
932
Fiduciary Group
Georgia
$248K +$247K +1,807 New
LJAC
933
L.J. Altfest & Co
New York
$248K +$247K +1,807 New
MWM
934
Modera Wealth Management
New Jersey
$246K +$8.06K +59 +3%
CCM
935
Cribstone Capital Management
Maine
$241K -$37.4K -274 -13%
WSCM
936
Wellington Shields Capital Management
New York
$241K +$30.7K +225 +15%
PAS
937
Professional Advisory Services
Florida
$239K – – –
TH
938
TCTC Holdings
Texas
$239K – – –
PPCM
939
Pillar Pacific Capital Management
California
$237K -$8.88K -65 -4%
WP
940
WMS Partners
Maryland
$237K +$235K +1,721 New
MWM
941
Meridian Wealth Management
Kentucky
$235K +$234K +1,711 New
AAS
942
Annex Advisory Services
Wisconsin
$232K -$8.61K -63 -4%
AIA
943
Allegis Investment Advisors
Idaho
$232K +$231K +1,688 New
SCM
944
SOL Capital Management
Maryland
$231K -$82K -600 -26%
PK
945
Pflug Koory
Nebraska
$229K – – –
TNBTD
946
Trustmark National Bank Trust Department
Mississippi
$228K – – –
HWA
947
HCR Wealth Advisors
California
$227K +$20.4K +149 +10%
NPF
948
Norris Perne & French
Michigan
$226K -$158K -1,155 -41%
JWM
949
Jacobus Wealth Management
Wisconsin
$226K +$13.7K +100 +6%
SHGA
950
Sand Hill Global Advisors
California
$225K -$72.7K -532 -25%
36 37
38
39 40