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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
301
Diversify Wealth Management
Utah
$16.3M -$14.3M -50,724 -48%
DAS
302
Diversify Advisory Services
Utah
$16.3M +$15.6M +55,597 New
OSAM
303
O'Shaughnessy Asset Management
Connecticut
$16.2M +$1.16M +4,129 +8%
BF
304
BOK Financial
Oklahoma
$15.9M -$425K -1,512 -3%
PFS
305
Prospera Financial Services
Texas
$15.9M -$933K -3,319 -6%
LWMT
306
Legacy Wealth Management (Tennessee)
Tennessee
$15.8M -$190K -675 -1%
AI
307
Atria Investments
North Carolina
$15.8M +$13.8M +49,070 +1,382%
HW
308
Hancock Whitney
Mississippi
$15.5M +$1.21M +4,292 +9%
LPAM
309
Lodestar Private Asset Management
California
$15.5M -$365K -1,300 -2%
SWM
310
SilverOak Wealth Management
Minnesota
$15.4M -$153K -544 -1%
CC
311
Courier Capital
New York
$15.4M -$48.6K -173 -0.3%
HWM
312
HighMark Wealth Management
Minnesota
$15.3M -$1.01M -3,597 -7%
GKIM
313
GW&K Investment Management
Massachusetts
$15.3M -$16M -56,962 -53%
HI
314
Humankind Investments
New York
$15.3M – – –
FTUS
315
Flow Traders U.S.
New York
$15.3M +$14.3M +50,758 New
AWA
316
Arkadios Wealth Advisors
Georgia
$15.2M +$6.52M +23,201 +84%
LI
317
Latigo Investments
Florida
$15.2M – – –
SF
318
Symphony Financial
Texas
$15.1M +$1.16M +4,144 +9%
ST
319
Sageworth Trust
Pennsylvania
$15M – – –
BBPWM
320
Blue Bell Private Wealth Management
Pennsylvania
$15M +$76.2K +271 +0.5%
UOIF
321
University of Illinois Foundation
Illinois
$15M +$14M +49,970 New
SWP
322
Strategic Wealth Partners
Ohio
$15M -$86.3K -307 -0.6%
VA
323
VestGen Advisors
Illinois
$14.7M -$85.1K -303 -0.6%
RCIM
324
Red Cedar Investment Management
Michigan
$14.6M +$32.6K +116 +0.2%
BFS
325
Bradley Foster & Sargent
Connecticut
$14.6M +$332K +1,182 +2%
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