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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
WP
1101
WMS Partners
Maryland
$345K +$73.1K +474 +27%
APCM
1102
Alaska Permanent Capital Management
Alaska
$345K +$343K +2,225 New
GIA
1103
GHP Investment Advisors
Colorado
$343K +$462 +3 +0.1%
PPCM
1104
Pillar Pacific Capital Management
California
$342K -$15.6K -101 -4%
CAM
1105
Concorde Asset Management
Michigan
$340K -$399K -2,589 -54%
BWM
1106
BerganKDV Wealth Management
Minnesota
$339K -$1.08K -7 -0.3%
MWM
1107
Modera Wealth Management
New Jersey
$338K +$42.4K +275 +15%
FPS
1108
Fieldpoint Private Securities
Connecticut
$337K +$275K +1,785 +470%
SMFG
1109
Sumitomo Mitsui Financial Group
Japan
$336K -$654K -4,245 -66%
HA
1110
Harborview Advisors
Maine
$334K +$18K +117 +6%
PFA
1111
Pettinga Financial Advisors
Indiana
$334K +$108K +700 +48%
IIC
1112
Ironwood Investment Counsel
Arizona
$333K -$80.8K -524 -20%
PBO
1113
Peoples Bank (Ohio)
Ohio
$332K -$22K -143 -6%
MFW
1114
Mosaic Family Wealth
Missouri
$331K – – –
SCA
1115
STALEY CAPITAL ADVISERS
Pennsylvania
$328K +$325K +2,110 New
BFC
1116
Bedel Financial Consulting
Indiana
$326K +$10.8K +70 +3%
FIM
1117
Frontier Investment Management
Texas
$325K +$2.77K +18 +0.9%
CA
1118
Cornerstone Advisory
Maryland
$324K -$5.7K -37 -2%
PIM
1119
Penobscot Investment Management
Massachusetts
$323K – – –
WA
1120
Winfield Associates
Ohio
$320K – – –
NFG
1121
Nations Financial Group
Iowa
$319K +$39K +253 +14%
CIA
1122
Capital Investment Advisors
Georgia
$317K +$30.8K +200 +11%
ISB
1123
Iowa State Bank
Iowa
$316K – – –
TVAMP
1124
Tennessee Valley Asset Management Partners
Tennessee
$315K -$10K -65 -3%
ZIM
1125
Zacks Investment Management
Illinois
$315K +$15K +97 +5%
43 44
45
46 47