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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
KA
426
Klingman & Associates
New York
$6.41M +$217 +1 +0%
BCWM
427
Bartlett & Co Wealth Management
Ohio
$6.41M +$1.05M +4,829 +18%
JFG
428
JMG Financial Group
Illinois
$6.39M -$320K -1,475 -4%
GT
429
Greenleaf Trust
Michigan
$6.36M +$410K +1,890 +6%
LL
430
LPWM LLC
Minnesota
$6.36M +$258K +1,189 +4%
NCG
431
Newport Capital Group
New Jersey
$6.35M +$115K +530 +2%
CPIG
432
Chicago Partners Investment Group
Illinois
$6.34M -$53.1K -245 -0.8%
IA
433
IFG Advisory
Georgia
$6.33M -$532K -2,453 -7%
CCFM
434
Clear Creek Financial Management
Washington
$6.27M -$9.64M -44,453 -59%
CWM
435
Congress Wealth Management
Massachusetts
$6.27M +$4.85M +22,352 +262%
CWP
436
Corepath Wealth Partners
Arizona
$6.25M +$150K +691 +2%
CM
437
Cercano Management
Washington
$6.24M – – –
AWM
438
Axxcess Wealth Management
California
$6.23M -$3.62M -16,705 -35%
LT
439
Legacy Trust
Michigan
$6.22M +$171K +788 +3%
SWM
440
Spire Wealth Management
Virginia
$6.19M +$744K +3,429 +12%
RG
441
Rathbones Group
United Kingdom
$6.19M +$1.86M +8,578 +38%
BWP
442
Burling Wealth Partners
Illinois
$6.16M +$78.3K +361 +1%
GWM
443
Geneos Wealth Management
Colorado
$6.15M +$255K +1,176 +4%
ACB
444
Aristotle Capital Boston
Massachusetts
$6.13M +$389K +1,793 +6%
PF
445
Phoenix Financial
Israel
$6.09M +$6.62M +30,539 New
BFG
446
Bleakley Financial Group
New Jersey
$6.09M -$242K -1,116 -4%
CIA
447
Caerus Investment Advisors
Texas
$6.08M -$81.1K -374 -1%
PA
448
PFW Advisors
Georgia
$6.07M -$278K -1,282 -4%
CA
449
Cornerstone Advisory
Maryland
$6.02M -$537K -2,474 -7%
DWT
450
Dorsey & Whitney Trust
South Dakota
$5.97M -$229K -1,055 -3%
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