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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
MPWT
326
MassMutual Private Wealth & Trust
Connecticut
$7.81M +$676K +3,666 +9%
JAM
327
JCIC Asset Management
Ontario, Canada
$7.77M -$784K -4,254 -8%
CWP
328
Corepath Wealth Partners
Arizona
$7.72M +$406K +2,202 +5%
PFO
329
Pathstone Family Office
New Jersey
$7.71M -$638K -3,460 -7%
PAS
330
Park Avenue Securities
New York
$7.69M -$3.33M -18,075 -28%
CG
331
Colony Group
Massachusetts
$7.65M +$110K +597 +1%
MWP
332
Moller Wealth Partners
$7.64M – – –
MCWS
333
McKinley Carter Wealth Services
West Virginia
$7.56M -$182K -987 -2%
CA
334
Cambridge Associates
Massachusetts
$7.54M – – –
STA
335
Summit Trail Advisors
New York
$7.51M +$169K +916 +2%
CCWA
336
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$7.43M -$642K -3,483 -7%
EWM
337
Evercore Wealth Management
New York
$7.35M -$38.2K -207 -0.5%
AA
338
Argent Advisors
Louisiana
$7.3M +$408K +2,211 +5%
FA
339
FDx Advisors
Illinois
$7.25M -$910K -4,937 -10%
AIA
340
Avalon Investment & Advisory
Texas
$7.24M +$270K +1,467 +4%
SWP
341
Summit Wealth Partners
Florida
$7.22M -$738K -4,001 -9%
OAM
342
Oppenheimer Asset Management
New York
$7.17M +$247K +1,341 +3%
IWM
343
IHT Wealth Management
Illinois
$7.14M +$1.56M +8,443 +25%
AI
344
Atria Investments
North Carolina
$7.1M +$2.83M +15,340 +58%
AGAM
345
Audent Global Asset Management
California
$7.04M -$2.34M -12,692 -23%
GRP
346
Global Retirement Partners
California
$7.03M -$520K -2,819 -6%
SBH
347
Segall Bryant & Hamill
Illinois
$7.03M -$32.1K -174 -0.4%
LI
348
Latigo Investments
Florida
$7.03M – – –
RSVP
349
Ramsay Stattman Vela & Price
Colorado
$7.01M -$32.3K -175 -0.4%
MC
350
Mount Capital
United Kingdom
$6.99M +$7.6M +41,250 New
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