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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
WIP
1101
Wellesley Investment Partners
Massachusetts
$329K +$26K +173 +9%
MFW
1102
Mosaic Family Wealth
Missouri
$326K – – –
GIP
1103
Granite Investment Partners
California
$325K -$18.5M -123,299 -98%
GIA
1104
Gladstone Institutional Advisory
Florida
$324K -$22.2K -148 -7%
CA
1105
Cornerstone Advisory
Maryland
$324K +$23K +153 +8%
PCMC
1106
Private Capital Management (Colorado)
Colorado
$322K +$60.7K +404 +24%
CBN
1107
Cadence Bank NA
Texas
$322K +$64.6K +430 +26%
JAFL
1108
Jay A. Fishman Ltd
Michigan
$321K -$89.3K -594 -22%
TVAMP
1109
Tennessee Valley Asset Management Partners
Tennessee
$320K -$17.9K -119 -5%
EI
1110
Ellevest Inc
New York
$318K -$222K -1,476 -42%
PIM
1111
Penobscot Investment Management
Massachusetts
$318K +$81.8K +544 +36%
FIM
1112
Frontier Investment Management
Texas
$317K +$311K +2,070 New
MC
1113
Moors & Cabot
Massachusetts
$315K -$1.2K -8 -0.4%
WA
1114
Winfield Associates
Ohio
$315K – – –
HA
1115
Harborview Advisors
Maine
$311K -$10.5K -70 -3%
ISB
1116
Iowa State Bank
Iowa
$311K -$7.51K -50 -2%
BFC
1117
Bedel Financial Consulting
Indiana
$310K +$7.96K +53 +3%
TA
1118
Trellis Advisors
Washington
$309K +$3.91K +26 +1%
FFN
1119
Focus Financial Network
Minnesota
$308K +$303K +2,013 New
CTA
1120
Chesley Taft & Associates
Illinois
$307K – – –
BWM
1121
Brickley Wealth Management
California
$306K – – –
YWP
1122
YorkBridge Wealth Partners
New York
$305K -$14.7K -98 -5%
HCM
1123
HMS Capital Management
Tennessee
$303K -$1.89M -12,608 -86%
BAS
1124
Brown Advisory Securities
Maryland
$303K -$409K -2,723 -58%
BA
1125
BKS Advisors
Michigan
$300K -$39.1K -260 -12%
43 44
45
46 47