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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
326
Cetera Advisors
Colorado
$4.96M +$439K +2,947 +7%
SMC
327
Smith, Moore & Co
Missouri
$4.94M +$755K +5,064 +13%
LMIM
328
Lockheed Martin Investment Management
Maryland
$4.92M -$2.24M -15,000 -26%
GRP
329
Global Retirement Partners
California
$4.88M +$1.35M +9,033 +27%
SW
330
SteelPeak Wealth
California
$4.81M -$516K -3,459 -8%
CBB
331
Citizens Business Bank
California
$4.81M -$174K -1,165 -3%
RP
332
Riverbridge Partners
Minnesota
$4.8M -$3.8M -25,476 -38%
APW
333
Austin Private Wealth
Texas
$4.79M -$17.9M -119,729 -74%
IC
334
Intersect Capital
California
$4.79M -$244K -1,634 -4%
IWC
335
Integrated Wealth Concepts
Massachusetts
$4.78M -$1.22M -8,203 -16%
OC
336
Oakworth Capital
Alabama
$4.76M +$239K +1,604 +4%
BC
337
Brinker Capital
Pennsylvania
$4.74M +$123K +822 +2%
IR
338
Invictus RG
Bermuda
$4.74M +$6.17M +41,400 New
VFPI
339
Vantage Financial Partners (Illinois)
Illinois
$4.71M +$239K +1,605 +4%
BTW
340
Boston Trust Walden
Massachusetts
$4.65M -$1.48M -9,922 -20%
WA
341
Wilshire Advisors
California
$4.61M +$1.13M +7,554 +23%
RC
342
Rinet Company
Massachusetts
$4.6M -$414K -2,780 -6%
FPCP
343
Fort Point Capital Partners
California
$4.58M +$4.48M +30,074 +303%
BC
344
Burney Company
Virginia
$4.56M +$5.51M +36,961 +1,271%
AIA
345
Arcadia Investment Advisors
Idaho
$4.47M -$151K -1,014 -3%
PAMP
346
Polar Asset Management Partners
Ontario, Canada
$4.44M +$5.79M +38,829 New
RJT
347
Raymond James Trust
Florida
$4.4M +$154K +1,032 +3%
CCFCSB
348
Cape Cod Five Cents Savings Bank
Massachusetts
$4.39M -$65.8K -441 -1%
AWE
349
Avidian Wealth Enterprises
Texas
$4.39M +$256K +1,714 +5%
PWM
350
Perigon Wealth Management
California
$4.39M +$817K +5,478 +18%
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