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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
BFP
251
Brewster Financial Planning
New York
$12.2M +$80.6K +438 +0.6%
GWAM
252
Guardian Wealth Advisors (Minnesota)
Minnesota
$12.2M +$1.29M +7,023 +11%
IFAM
253
Institutional & Family Asset Management
Colorado
$12.2M -$63.7K -346 -0.5%
SIC
254
Sigma Investment Counselors
Michigan
$12.1M -$678K -3,683 -5%
FCFC
255
First Commonwealth Financial Corp
Pennsylvania
$12.1M +$1.65M +8,980 +15%
SI
256
SimpliFi Inc
California
$12M +$252K +1,367 +2%
MA
257
MCF Advisors
Kentucky
$12M +$48.4K +263 +0.4%
JCM
258
Jacobi Capital Management
Pennsylvania
$12M -$3.57M -19,416 -22%
PIC
259
Platt Investment Counsel
Florida
$12M +$2.76M +14,968 +29%
DT
260
Diversified Trust
Tennessee
$11.9M +$906K +4,919 +8%
BCA
261
Bray Capital Advisors
Florida
$11.8M -$66.3K -360 -0.5%
DW
262
Domani Wealth
Pennsylvania
$11.5M +$620K +3,365 +5%
WA
263
Waverly Advisors
Alabama
$11.5M -$349K -1,894 -3%
MSA
264
Mason Street Advisors
Wisconsin
$11.5M – – –
PA
265
Pinnacle Associates
New York
$11.4M +$1.48M +8,057 +14%
STA
266
Summit Trail Advisors
New York
$11.3M -$2.96M -16,052 -20%
GLA
267
Great Lakes Advisors
Illinois
$11.3M -$5.93M -32,234 -34%
GKIM
268
GW&K Investment Management
Massachusetts
$11.2M -$25.4M -137,948 -69%
BCM
269
BTC Capital Management
Iowa
$11.1M +$466K +2,530 +4%
SW
270
SteelPeak Wealth
California
$11.1M +$2.46M +13,383 +27%
BAG
271
Briggs Advisory Group
Rhode Island
$10.9M – – –
RSWM
272
Robertson Stephens Wealth Management
California
$10.9M -$9.03M -49,058 -44%
BPA
273
Beacon Pointe Advisors
California
$10.9M -$435K -2,365 -4%
MPWT
274
MassMutual Private Wealth & Trust
Connecticut
$10.9M +$1.05M +5,695 +10%
LWMT
275
Legacy Wealth Management (Tennessee)
Tennessee
$10.9M -$37.7K -205 -0.3%
9 10
11
12 13