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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
401
Perigon Wealth Management
California
$5.42M +$404K +2,217 +7%
CIA
402
Caerus Investment Advisors
Texas
$5.4M – – –
CAM
403
Carret Asset Management
New York
$5.4M -$59.3K -325 -1%
BFWA
404
Benchmark Financial Wealth Advisors
Florida
$5.39M +$163K +891 +3%
PAIM
405
Punch & Associates Investment Management
Minnesota
$5.36M +$4.76M +26,106 +410%
NB
406
NBT Bank
New York
$5.32M +$9.48K +52 +0.2%
WWM
407
Western Wealth Management
Colorado
$5.32M +$75K +411 +1%
OC
408
Oppenheimer & Co
New York
$5.29M +$999K +5,479 +21%
AIA
409
Alera Investment Advisors
Illinois
$5.22M +$492K +2,700 +9%
CW
410
CreativeOne Wealth
Kansas
$5.22M +$3.2M +17,560 +125%
CCFCSB
411
Cape Cod Five Cents Savings Bank
Massachusetts
$5.21M -$71.3K -391 -1%
KA
412
Klingman & Associates
New York
$5.2M +$547 +3 +0%
Q
413
QVR
California
$5.16M +$529K +2,900 +10%
BP
414
Ballentine Partners
Massachusetts
$5.14M +$7.11K +39 +0.1%
CCFM
415
Clear Creek Financial Management
Washington
$5.12M +$794K +4,355 +16%
NEGWA
416
New England Guild Wealth Advisors
Connecticut
$5.09M +$15.5K +85 +0.3%
KPWS
417
Kestra Private Wealth Services
Texas
$5.06M +$656K +3,599 +13%
YIA
418
YHB Investment Advisors
Connecticut
$5.04M -$97K -532 -2%
OCM
419
One Capital Management
California
$5.04M +$562K +3,080 +11%
SAM
420
Silvercrest Asset Management
New York
$5.03M +$490K +2,689 +10%
AC
421
Addenda Capital
Quebec, Canada
$5.02M -$123K -675 -2%
EVM
422
Eaton Vance Management
Massachusetts
$5.01M -$647K -3,550 -10%
RPC
423
Rossmore Private Capital
Connecticut
$5M +$320K +1,757 +6%
TFCP
424
Twin Focus Capital Partners
Massachusetts
$4.99M -$34.5K -189 -0.6%
SFS
425
Sowell Financial Services
Arkansas
$4.98M +$5.5M +30,175 New
15 16
17
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