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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
PTC
1101
Philadelphia Trust Company
Pennsylvania
$278K – – –
CF
1102
Corrigan Financial
Rhode Island
$277K – – –
CW
1103
Cobiz Wealth
Colorado
$276K – – –
WIP
1104
Wellesley Investment Partners
Massachusetts
$273K -$8.27K -49 -3%
HR
1105
Howe & Rusling
New York
$270K – – –
PFA
1106
Pure Financial Advisors
California
$267K +$267K +1,583 New
CIA
1107
Capital Investment Advisors
Georgia
$266K -$18.6K -110 -7%
MCM
1108
Maple Capital Management
Vermont
$266K -$11.8K -70 -4%
SGAM
1109
Steinberg Global Asset Management
Florida
$265K +$3.38K +20 +1%
FFA
1110
First Foundation Advisors
California
$265K +$25.3K +150 +11%
AWS
1111
AJ Wealth Strategies
New York
$264K +$265K +1,569 New
IF
1112
IRON Financial
Illinois
$261K +$675 +4 +0.3%
NFG
1113
Nations Financial Group
Iowa
$260K +$260K +1,542 New
MCM
1114
MV Capital Management
Maryland
$259K +$38.2K +226 +17%
PFM
1115
Probabilities Fund Management
New York
$257K -$18.6K -110 -7%
TC
1116
Trilogy Capital
California
$256K +$169 +1 +0.1%
PAM
1117
PVG Asset Management
Colorado
$254K -$73.6K -436 -22%
BCWM
1118
Blue Chip Wealth Management
Florida
$254K +$506 +3 +0.2%
NCM
1119
Noesis Capital Mangement
Florida
$253K -$50.6K -300 -17%
TCOV
1120
Trust Company of Vermont
Vermont
$248K +$36.3K +215 +17%
PIM
1121
Penobscot Investment Management
Massachusetts
$247K – – –
BG
1122
Bollard Group
Massachusetts
$246K +$844 +5 +0.3%
ZIM
1123
Zacks Investment Management
Illinois
$245K +$246K +1,456 New
BC
1124
Burney Company
Virginia
$244K +$244K +1,447 New
BFIC
1125
Bedell Frazier Investment Counselling
California
$243K -$25.3K -150 -9%
43 44
45
46 47