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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
376
Perigon Wealth Management
California
$4.97M -$195K -1,294 -4%
WF
377
Welch & Forbes
Massachusetts
$4.94M +$180K +1,195 +4%
LAS
378
Lloyd Advisory Services
Georgia
$4.92M +$33.1K +220 +0.7%
WC
379
Wealth CMT
New Jersey
$4.92M -$199K -1,322 -4%
NB
380
NBT Bank
New York
$4.92M +$6.92K +46 +0.1%
AWE
381
Avidian Wealth Enterprises
Texas
$4.88M -$393K -2,612 -7%
PCWA
382
Pacific Capital Wealth Advisors
California
$4.87M -$28.4K -189 -0.6%
FSWA
383
Financial Synergies Wealth Advisors
Texas
$4.86M -$2.87M -19,094 -37%
BFWA
384
Benchmark Financial Wealth Advisors
Florida
$4.82M -$168K -1,116 -3%
BP
385
Ballentine Partners
Massachusetts
$4.79M -$223K -1,481 -4%
SIA
386
Stegner Investment Associates
Kentucky
$4.79M +$4.81M +31,945 New
YIA
387
YHB Investment Advisors
Connecticut
$4.75M +$4.78M +31,745 New
FMBTD
388
First Midwest Bank Trust Division
Illinois
$4.75M +$456K +3,033 +11%
VCA
389
Verdence Capital Advisors
Maryland
$4.75M -$413K -2,743 -8%
TSW
390
Thompson Siegel & Walmsley
Virginia
$4.73M -$1.17M -7,784 -20%
KA
391
Klingman & Associates
New York
$4.72M -$5.26K -35 -0.1%
CAS
392
Cascadia Advisory Services
Oregon
$4.68M +$2.12M +14,116 +83%
DBIA
393
Dumont & Blake Investment Advisors
New Jersey
$4.66M +$231K +1,538 +5%
GRP
394
Global Retirement Partners
California
$4.6M -$1.06M -7,049 -19%
OAM
395
Oppenheimer Asset Management
New York
$4.57M -$264K -1,755 -5%
BPB
396
Badgley, Phelps & Bell
Washington
$4.54M +$1.49M +9,903 +49%
BBPWM
397
Blue Bell Private Wealth Management
Pennsylvania
$4.54M +$96.1K +639 +2%
FHC
398
First Horizon Corporation
Tennessee
$4.52M +$4.54M +30,165 New
FNFDCM
399
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$4.51M -$56.6K -376 -1%
FMC
400
First Merchants Corp
Indiana
$4.5M +$253K +1,683 +6%
14 15
16
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