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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
RFM
376
Royal Fund Management
Florida
$8.07M +$151K +750 +2%
RSVP
377
Ramsay Stattman Vela & Price
Colorado
$8.01M -$372K -1,847 -5%
ACB
378
Aristotle Capital Boston
Massachusetts
$7.99M +$1.27M +6,325 +21%
AFG
379
Atomi Financial Group
New York
$7.99M -$1.21M -6,004 -14%
PWAM
380
Private Wealth Asset Management
Iowa
$7.98M +$716K +3,558 +11%
RWB
381
RMR Wealth Builders
New Jersey
$7.96M +$53.9K +268 +0.7%
BPWM
382
Badgley Phelps Wealth Managers
Washington
$7.92M +$166K +825 +2%
EWM
383
Evercore Wealth Management
New York
$7.87M -$229K -1,138 -3%
SWP
384
Strategic Wealth Partners
Ohio
$7.84M +$7.32M +36,354 New
OC
385
Oppenheimer & Co
New York
$7.81M -$1.72M -8,527 -19%
LFG
386
Larson Financial Group
Missouri
$7.72M -$14.7M -73,209 -67%
RSWM
387
Robertson Stephens Wealth Management
California
$7.68M -$2.84M -14,134 -28%
CSP
388
Cary Street Partners
Virginia
$7.67M +$1.83M +9,069 +34%
CFA
389
Capstone Financial Advisors
Illinois
$7.65M +$1.57M +7,824 +28%
CWM
390
Congress Wealth Management
Massachusetts
$7.65M +$917K +4,559 +15%
OSAM
391
O'Shaughnessy Asset Management
Connecticut
$7.65M -$535K -2,661 -7%
SC
392
Sierra Capital
Florida
$7.6M -$1.28M -6,374 -15%
KHCM
393
Kettle Hill Capital Management
New York
$7.58M +$208K +1,035 +3%
GWM
394
Geneos Wealth Management
Colorado
$7.54M -$5.52M -27,442 -44%
LL
395
LPWM LLC
Minnesota
$7.53M +$612K +3,039 +10%
ECM
396
Evergreen Capital Management
Washington
$7.53M +$193K +960 +3%
BCM
397
Becker Capital Management
Oregon
$7.52M -$81.3K -404 -1%
JIR
398
James Investment Research
Ohio
$7.48M -$115K -570 -2%
NB
399
NBT Bank
New York
$7.48M -$183K -907 -3%
MWM
400
Modern Wealth Management
Kansas
$7.47M +$476K +2,365 +7%
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