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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
RZH
1026
Relyea Zuckerberg Hanson
Connecticut
$1.24M -$2.94K -13 -0.2%
TIA
1027
Tiemann Investment Advisors
California
$1.24M +$498K +2,203 +65%
TAM
1028
Townsend Asset Management
North Carolina
$1.24M -$16K -71 -1%
MPM
1029
Meritage Portfolio Management
Kansas
$1.24M -$217K -960 -15%
CWAF
1030
Core Wealth Advisors (Florida)
Florida
$1.24M – – –
PMFA
1031
Plante Moran Financial Advisors
Michigan
$1.23M +$124K +550 +11%
PL
1032
Parthenon LLC
Kentucky
$1.23M +$56.5K +250 +5%
VA
1033
Valmark Advisers
Ohio
$1.23M -$530K -2,344 -30%
AA
1034
Alesco Advisors
New York
$1.23M +$124K +550 +11%
TIM
1035
Tortoise Investment Management
New York
$1.23M -$24.9K -110 -2%
ACI
1036
Alpha Cubed Investments
California
$1.23M -$732K -3,240 -37%
CB
1037
Community Bank
New York
$1.22M – – –
EA
1038
Elm Advisors
California
$1.22M – – –
IF
1039
Ironwood Financial
Arizona
$1.21M -$9.26K -41 -0.7%
TLFA
1040
True Link Financial Advisors
California
$1.21M +$235K +1,038 +24%
FFN
1041
Focus Financial Network
Minnesota
$1.19M -$34.1K -151 -3%
SAM
1042
Secure Asset Management
Michigan
$1.19M -$46.8K -207 -4%
CAG
1043
Crestwood Advisors Group
Massachusetts
$1.19M +$124K +550 +11%
MA
1044
MBA Advisors
Pennsylvania
$1.19M +$584K +2,583 +94%
GKWIM
1045
Gerber Kawasaki Wealth & Investment Management
California
$1.18M +$1.18M +5,238 +7,483%
BCP
1046
Berkeley Capital Partners
Georgia
$1.18M +$1.19M +5,287 New
MCM
1047
Mainstay Capital Management
Michigan
$1.18M +$294K +1,303 +33%
MCM
1048
MV Capital Management
Maryland
$1.17M +$12.2K +54 +1%
APIM
1049
Agate Pass Investment Management
Washington
$1.17M +$1.19M +5,260 New
CCG
1050
Cypress Capital Group
Florida
$1.17M +$600K +2,655 +103%
40 41
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