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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
RPC
376
Rossmore Private Capital
Connecticut
$5.07M +$184K +1,208 +4%
FF
377
Fluent Financial
Texas
$5.01M +$2.8M +18,345 +124%
COI
378
Capital One Investing
Virginia
$5M -$97K -635 -2%
PAG
379
Private Advisory Group
Washington
$4.98M +$359K +2,354 +8%
GRP
380
Global Retirement Partners
California
$4.95M +$199K +1,306 +4%
CCM
381
Channing Capital Management
Illinois
$4.92M +$2.67M +17,500 +117%
CWM
382
Circle Wealth Management
New Jersey
$4.91M -$437K -2,864 -8%
BAM
383
Bruderman Asset Management
New York
$4.91M -$1.1M -7,217 -19%
MIM
384
Miller Investment Management
Pennsylvania
$4.91M – – –
APA
385
American Portfolios Advisors
New York
$4.87M -$36.8K -241 -0.7%
CRC
386
Curi RMB Capital
Illinois
$4.83M +$808K +5,293 +20%
AIM
387
Aspen Investment Management
Michigan
$4.83M -$69.8K -457 -1%
SFA
388
Sequoia Financial Advisors
Ohio
$4.75M -$3.97K -26 -0.1%
PWP
389
Personal Wealth Partners
Minnesota
$4.75M -$189K -1,239 -4%
SCM
390
Stordahl Capital Management
Colorado
$4.74M -$235K -1,539 -5%
SBH
391
Segall Bryant & Hamill
Illinois
$4.71M +$112K +732 +2%
BWM
392
BT Wealth Management
Georgia
$4.7M -$18K -118 -0.4%
LMIM
393
Lockheed Martin Investment Management
Maryland
$4.69M -$4.03M -26,366 -46%
AWC
394
Abundance Wealth Counselors
Pennsylvania
$4.68M -$7.63K -50 -0.2%
BPB
395
Badgley, Phelps & Bell
Washington
$4.68M -$108K -705 -2%
TTWM
396
TCV Trust & Wealth Management
Virginia
$4.67M -$59.6K -390 -1%
FNFDCM
397
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$4.66M -$216K -1,417 -4%
BPC
398
Banque Pictet & Cie
Switzerland
$4.64M +$4.01M +26,237 +593%
N
399
Natixis
France
$4.62M -$106M -692,332 -96%
LWM
400
Lyell Wealth Management
California
$4.57M -$130K -850 -3%
14 15
16
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