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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
MWA
526
MFA Wealth Advisors
Pennsylvania
$5.34M +$5.28M +24,196 New
CA
527
Clearstead Advisors
Ohio
$5.33M +$245K +1,123 +5%
MYIA
528
Mount Yale Investment Advisors
Colorado
$5.32M +$312K +1,427 +6%
HPC
529
HM Payson & Co
Maine
$5.32M -$139K -637 -3%
WPA
530
Winning Points Advisors
Florida
$5.31M -$3.27K -15 -0.1%
RG
531
Rathbones Group
United Kingdom
$5.3M +$454K +2,080 +9%
CBB
532
Citizens Business Bank
California
$5.27M +$2.43M +11,114 +87%
CWC
533
Carolinas Wealth Consulting
North Carolina
$5.25M -$209K -956 -4%
KPWG
534
KFA Private Wealth Group
Virginia
$5.24M +$528K +2,416 +11%
PGWM
535
Parisi Gray Wealth Management
New Jersey
$5.23M +$181K +829 +4%
MSAM
536
Moloney Securities Asset Management
Missouri
$5.22M +$239K +1,095 +5%
CCC
537
Crescent Capital Consulting
Louisiana
$5.16M +$2.97M +13,605 +140%
VC
538
Veracity Capital
Georgia
$5.15M +$1.85M +8,474 +57%
RG
539
Rikoon Group
New Mexico
$5.13M -$7.42K -34 -0.1%
GC
540
Grimes & Company
Massachusetts
$5.11M +$198K +907 +4%
CWM
541
Circle Wealth Management
New Jersey
$5.11M – – –
AF
542
Ally Financial
Michigan
$5.08M -$8.08M -37,000 -62%
SPP
543
Single Point Partners
Massachusetts
$5.07M +$382K +1,750 +8%
TCM
544
Twele Capital Management
Minnesota
$4.97M +$4.91M +22,484 New
BC
545
Bartlett & Co
Ohio
$4.95M -$130K -597 -3%
BCWM
546
Bartlett & Co Wealth Management
Ohio
$4.95M -$130K -597 -3%
VAS
547
Vestmark Advisory Solutions
Massachusetts
$4.89M -$377K -1,727 -7%
RCMC
548
RK Capital Management (Colorado)
Colorado
$4.86M +$20.7K +95 +0.4%
CRC
549
Curi RMB Capital
Illinois
$4.83M +$93.9K +430 +2%
RIA
550
Realta Investment Advisors
Delaware
$4.81M +$269K +1,230 +6%
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