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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
TA
401
Tiedemann Advisors
New York
$8.37M +$957K +4,256 +13%
SW
402
SteelPeak Wealth
California
$8.31M -$473K -2,102 -5%
WJA
403
Willis Johnson & Associates
Texas
$8.3M -$263K -1,169 -3%
CMBA
404
C.M. Bidwell & Associates
Hawaii
$8.25M +$4.93M +21,938 +157%
OAM
405
Oppenheimer Asset Management
New York
$8.23M -$331K -1,471 -4%
DPI
406
Diversified Portfolios Inc
Michigan
$8.17M -$164K -728 -2%
FAIM
407
Financial Advocates Investment Management
Washington
$8.16M +$170K +754 +2%
PWM
408
Perigon Wealth Management
California
$8.16M +$287K +1,276 +4%
CWP
409
Corepath Wealth Partners
Arizona
$8.09M +$703K +3,125 +9%
VCA
410
Verdence Capital Advisors
Maryland
$8.03M -$516K -2,293 -6%
FSA
411
Financial Services Advisory
Maryland
$8.02M -$6.9M -30,676 -47%
ACP
412
Arcus Capital Partners
Georgia
$7.93M -$1.22M -5,426 -14%
EC
413
Engaged Capital
California
$7.87M +$4.95M +22,000 +179%
RCMC
414
RK Capital Management (Colorado)
Colorado
$7.84M +$2.74M +12,205 +55%
A
415
AdvicePeriod
California
$7.83M +$348K +1,549 +5%
NPI
416
New Perspectives Inc
Mississippi
$7.83M +$7.67M +34,126 New
DIM
417
Delta Investment Management
California
$7.82M +$521K +2,319 +7%
CCFCSB
418
Cape Cod Five Cents Savings Bank
Massachusetts
$7.82M -$235K -1,043 -3%
AIA
419
Avalon Investment & Advisory
Texas
$7.66M +$914K +4,067 +14%
LL
420
LPWM LLC
Minnesota
$7.65M +$5.16M +22,950 +212%
AWC
421
Abundance Wealth Counselors
Pennsylvania
$7.61M -$427K -1,897 -5%
AI
422
Atria Investments
North Carolina
$7.61M +$968K +4,306 +15%
WW
423
Westshore Wealth
California
$7.58M +$954K +4,245 +15%
BPC
424
Banque Pictet & Cie
Switzerland
$7.57M -$1.14M -5,055 -13%
FMC
425
First Merchants Corp
Indiana
$7.54M -$487K -2,165 -6%
15 16
17
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