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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
501
Circle Wealth Management
New Jersey
$4.53M +$21.2K +121 +0.5%
CA
502
Clearstead Advisors
Ohio
$4.51M +$30.6K +175 +0.8%
BC
503
Bartlett & Co
Ohio
$4.51M -$293K -1,677 -7%
BCWM
504
Bartlett & Co Wealth Management
Ohio
$4.51M -$293K -1,677 -7%
PGWM
505
Parisi Gray Wealth Management
New Jersey
$4.48M +$3.27M +18,679 +449%
AIC
506
Ayalon Insurance Company
Israel
$4.47M +$3.34M +19,100 +515%
AI
507
ArchPoint Investors
Florida
$4.47M – – –
MFW
508
Meristem Family Wealth
Minnesota
$4.45M -$17.5K -100 -0.4%
MYIA
509
Mount Yale Investment Advisors
Colorado
$4.44M -$47.2K -270 -1%
MSAM
510
Moloney Securities Asset Management
Missouri
$4.42M +$1.89M +10,827 +93%
HIS
511
Harvest Investment Services
Illinois
$4.38M +$1.51M +8,612 +63%
OC
512
Oppenheimer & Co
New York
$4.38M +$598K +3,417 +18%
GC
513
Grimes & Company
Massachusetts
$4.36M +$2.8K +16 +0.1%
FPCP
514
Fort Point Capital Partners
California
$4.34M +$306K +1,746 +9%
SSG
515
Summit Securities Group
New York
$4.33M +$3.87M +22,100 New
SCM
516
SOL Capital Management
Maryland
$4.33M +$473K +2,702 +14%
AI
517
Atria Investments
North Carolina
$4.3M -$22.6M -129,234 -85%
FWM
518
Frontier Wealth Management
Missouri
$4.3M -$506K -2,894 -12%
RG
519
Rathbones Group
United Kingdom
$4.29M +$722K +4,125 +23%
RCMC
520
RK Capital Management (Colorado)
Colorado
$4.29M +$2.52M +14,400 +192%
WAP
521
Wealthcare Advisory Partners
Pennsylvania
$4.27M +$760K +4,345 +25%
SJIM
522
St. Johns Investment Management
Florida
$4.23M -$214K -1,223 -5%
PWP
523
Personal Wealth Partners
Minnesota
$4.22M -$132K -753 -3%
NFC
524
Northeast Financial Consultants
Connecticut
$4.21M +$7.35K +42 +0.2%
CRC
525
Curi RMB Capital
Illinois
$4.21M +$253K +1,443 +7%
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