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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
ASN
301
Advisory Services Network
Georgia
$14.2M +$6.34M +27,790 +77%
NPI
302
New Perspectives Inc
Mississippi
$14.1M +$372K +1,633 +3%
FLPIM
303
F.L. Putnam Investment Management
Massachusetts
$14.1M -$871K -3,820 -6%
IA
304
IFP Advisors
Florida
$13.8M +$1.21M +5,326 +9%
LHC
305
Little House Capital
Massachusetts
$13.8M -$160K -701 -1%
CT
306
Coastline Trust
Rhode Island
$13.7M +$1.93M +8,473 +16%
GRP
307
Global Retirement Partners
California
$13.7M +$4.37M +19,173 +45%
SIC
308
Sigma Investment Counselors
Michigan
$13.7M -$141K -619 -1%
WW
309
Westshore Wealth
California
$13.5M +$74.3K +326 +0.5%
TPCW
310
TD Private Client Wealth
New York
$13.4M +$342K +1,500 +3%
MWM
311
Meridian Wealth Management
Kentucky
$13.4M -$722K -3,167 -5%
FIA
312
Foundations Investment Advisors
Arizona
$13.4M +$8.7M +38,159 +170%
KPWS
313
Kestra Private Wealth Services
Texas
$13.3M +$675K +2,960 +5%
SSA
314
Sierra Summit Advisors
Nevada
$13.3M -$5.91M -25,904 -30%
SB
315
Simmons Bank
Arkansas
$13.2M +$30.8K +135 +0.2%
KC
316
Kadensa Capital
Hong Kong
$13.1M +$13.5M +59,377 New
LWMT
317
Legacy Wealth Management (Tennessee)
Tennessee
$13.1M -$47K -206 -0.3%
UCFA
318
United Capital Financial Advisors
Texas
$13M -$775K -3,399 -5%
HWM
319
HighMark Wealth Management
Minnesota
$12.9M -$169K -741 -1%
CM
320
Churchill Management
California
$12.8M -$661K -2,898 -5%
IC
321
IEQ Capital
California
$12.8M +$820K +3,597 +7%
CIA
322
Concurrent Investment Advisors
Florida
$12.8M +$702K +3,081 +6%
CPCPP
323
Canada Post Corporation Pension Plan
Canada
$12.8M +$13.2M +57,711 New
GF
324
Greenfield FTC
Nevada
$12.7M – – –
BF
325
BOK Financial
Oklahoma
$12.6M +$136K +597 +1%
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