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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
AIP
976
Almanack Investment Partners
Pennsylvania
$319K – – –
BMCM
977
Bryn Mawr Capital Management
Pennsylvania
$319K +$90.3K +585 +39%
VHAM
978
Van Hulzen Asset Management
California
$319K +$104K +672 +47%
APCM
979
Alaska Permanent Capital Management
Alaska
$318K – – –
FHA
980
Flagship Harbor Advisors
Massachusetts
$317K -$50.7K -328 -13%
ISB
981
Iowa State Bank
Iowa
$316K – – –
BMC
982
Beaton Management Company
Massachusetts
$315K +$7.72K +50 +2%
WA
983
Winfield Associates
Ohio
$313K – – –
BDS
984
Banco de Sabadell
Florida
$309K – – –
TCOV
985
Trust Company of Vermont
Vermont
$307K +$23.2K +150 +8%
CFD
986
Creative Financial Designs
Indiana
$307K +$38.1K +247 +14%
CTA
987
Chesley Taft & Associates
Illinois
$305K -$12.8K -83 -4%
PIM
988
Penobscot Investment Management
Massachusetts
$305K +$84K +544 +37%
EWA
989
EP Wealth Advisors
California
$304K -$58.8K -381 -16%
TA
990
Trellis Advisors
Washington
$303K – – –
CFA
991
Carroll Financial Associates
North Carolina
$303K +$39.4K +255 +15%
BMM
992
Buffington Mohr McNeal
Idaho
$302K -$30.7K -199 -9%
PPCM
993
Pillar Pacific Capital Management
California
$302K +$1.54K +10 +0.5%
CA
994
Cornerstone Advisory
Maryland
$298K +$154 +1 +0.1%
MM
995
Meridian Management
Arkansas
$298K +$8.49K +55 +3%
PWAG
996
Polaris Wealth Advisory Group
California
$298K +$303K +1,962 New
SKK
997
Shepherd Kaplan Krochuk
Massachusetts
$296K – – –
VIM
998
Vista Investment Management
Pennsylvania
$296K – – –
SBIA
999
Sheaff Brock Investment Advisors
Indiana
$296K +$309 +2 +0.1%
WCM
1000
Whitener Capital Management
North Carolina
$296K +$2.32K +15 +0.8%
38 39
40
41 42