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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
GIA
326
Gladstone Institutional Advisory
Florida
$8.04M -$1.96M -10,656 -19%
MWP
327
Moller Wealth Partners
$8.04M +$7.55K +41 +0.1%
LC
328
Lindbrook Capital
California
$7.99M +$360K +1,956 +5%
CCM
329
Cinctive Capital Management
New York
$7.95M +$8.21M +44,583 New
FAIM
330
Financial Advocates Investment Management
Washington
$7.89M +$361K +1,963 +5%
WW
331
Westshore Wealth
California
$7.88M +$1.36M +7,367 +20%
CCM
332
Coldstream Capital Management
Washington
$7.85M -$590K -3,202 -7%
CG
333
Cutler Group
California
$7.7M -$1.27M -6,906 -14%
RWB
334
RMR Wealth Builders
New Jersey
$7.67M -$117K -638 -1%
PCG
335
Prosperity Consulting Group
Maryland
$7.63M +$323K +1,756 +4%
MWP
336
Meridian Wealth Partners
Pennsylvania
$7.58M +$376K +2,044 +5%
PCWA
337
Pacific Capital Wealth Advisors
California
$7.52M -$1.16M -6,318 -13%
SWP
338
Stratos Wealth Partners
Ohio
$7.52M -$736K -3,996 -9%
AA
339
Argent Advisors
Louisiana
$7.51M -$59.1K -321 -0.8%
EWM
340
Evercore Wealth Management
New York
$7.47M +$23.4K +127 +0.3%
SBH
341
Segall Bryant & Hamill
Illinois
$7.43M -$536K -2,910 -7%
TCM
342
Twele Capital Management
Minnesota
$7.42M -$1.07M -5,800 -12%
IFO
343
Independent Family Office
New York
$7.41M -$92.1K -500 -1%
LI
344
Latigo Investments
Florida
$7.4M – – –
GMA
345
Glassy Mountain Advisors
Maryland
$7.4M +$7.64M +41,476 +259,225%
JAM
346
JCIC Asset Management
Ontario, Canada
$7.39M +$109K +594 +1%
SAM
347
Silvercrest Asset Management
New York
$7.37M -$3.2M -17,367 -30%
MCWS
348
McKinley Carter Wealth Services
West Virginia
$7.25M -$366K -1,990 -5%
RSVP
349
Ramsay Stattman Vela & Price
Colorado
$7.24M +$39.6K +215 +0.5%
RJT
350
Raymond James Trust
Florida
$7.24M +$59.1K +321 +0.8%
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