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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
MAM
926
Meeder Asset Management
Ohio
$1.1M +$465K +2,655 +90%
PC
927
Port Capital
Illinois
$1.1M +$980K +5,599 New
EPM
928
Equitec Proprietary Markets
Illinois
$1.1M +$980K +5,601 New
MFA
929
McClarren Financial Advisors
Pennsylvania
$1.1M +$979K +5,597 New
TIM
930
Tortoise Investment Management
New York
$1.09M -$118K -674 -11%
IA
931
IFG Advisors
Missouri
$1.09M +$11.7K +67 +1%
LWCFA
932
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.09M -$157K -898 -14%
MFGP
933
Marshall Financial Group (Pennsylvania)
Pennsylvania
$1.09M +$350 +2 +0%
MAS
934
Managed Account Services
Florida
$1.08M -$4.03K -23 -0.5%
CS
935
Cannell & Spears
New York
$1.08M +$10.7K +61 +1%
CC
936
Centiva Capital
New York
$1.08M -$8.23M -47,013 -90%
WCM
937
Windsor Capital Management
Arizona
$1.08M -$350 -2 -0%
AIP
938
Ameritas Investment Partners
Nebraska
$1.07M -$16.2M -92,330 -94%
MA
939
MONECO Advisors
Connecticut
$1.07M +$896K +5,118 New
RG
940
Retirement Group
California
$1.07M -$180K -1,030 -16%
MBTD
941
Mechanics Bank - Trust Department
California
$1.07M -$4.38K -25 -0.5%
JGC
942
J. Goldman & Co
New York
$1.06M +$162K +923 +20%
IB
943
Intrust Bank
Kansas
$1.05M – – –
APP
944
Avantax Planning Partners
Iowa
$1.04M +$42K +240 +5%
SF
945
Summit Financial
New Jersey
$1.04M +$108K +618 +13%
PL
946
Parthenon LLC
Kentucky
$1.03M -$26.2K -150 -3%
QCG
947
Quadrant Capital Group
Ohio
$1.03M -$371K -2,119 -29%
EDRH
948
Edmond de Rothschild Holding
Switzerland
$1.03M +$352K +2,013 +62%
GWS
949
Glassman Wealth Services
Virginia
$1.03M +$525 +3 +0.1%
ACM
950
Alethea Capital Management
Washington
$1.03M +$919K +5,250 New
36 37
38
39 40