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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
501
Geneos Wealth Management
Colorado
$6M -$74.2K -372 -1%
NEPWA
502
New England Private Wealth Advisors
Massachusetts
$5.96M +$11.6K +58 +0.2%
BFM
503
Boston Financial Management
Massachusetts
$5.93M -$42.5K -213 -0.7%
BCWM
504
Bartlett & Co Wealth Management
Ohio
$5.92M -$74.8K -375 -1%
ECM
505
Evergreen Capital Management
Washington
$5.92M +$479K +2,400 +9%
LL
506
LPWM LLC
Minnesota
$5.91M +$150K +751 +3%
AWE
507
Avidian Wealth Enterprises
Texas
$5.91M -$1.83M -9,185 -25%
SWRP
508
Summit Wealth & Retirement Planning
California
$5.91M -$27.9K -140 -0.5%
CCB
509
Country Club Bank
Missouri
$5.89M +$105K +525 +2%
FNFDCM
510
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$5.85M -$109K -544 -2%
VVP
511
Venture Visionary Partners
Ohio
$5.84M +$101K +504 +2%
FSC
512
Full Sail Capital
Oklahoma
$5.8M -$109K -544 -2%
PCA
513
Peddock Capital Advisors
Massachusetts
$5.77M -$9.78K -49 -0.2%
CCFM
514
Clear Creek Financial Management
Washington
$5.75M -$51.1K -256 -0.9%
VFPI
515
Vantage Financial Partners (Illinois)
Illinois
$5.75M -$5.15M -25,800 -49%
AG
516
AlTi Global
New York
$5.74M -$35.3K -177 -0.6%
BMM
517
Berkshire Money Management
Massachusetts
$5.73M +$413K +2,069 +8%
AIG
518
American International Group
New York
$5.7M -$3.37M -16,900 -38%
SCM
519
Stordahl Capital Management
Colorado
$5.7M -$98.1K -492 -2%
BPC
520
Banque Pictet & Cie
Switzerland
$5.66M -$241K -1,210 -4%
EWA
521
Exencial Wealth Advisors
Oklahoma
$5.63M -$383K -1,922 -7%
BBHC
522
Brown Brothers Harriman & Co
New York
$5.63M +$726K +3,639 +16%
FRM
523
Fox Run Management
Connecticut
$5.63M +$1.16M +5,800 +28%
WS
524
Wedbush Securities
California
$5.63M +$1.02M +5,131 +24%
BFWA
525
Benchmark Financial Wealth Advisors
Florida
$5.62M -$175K -875 -3%
19 20
21
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