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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
MYIA
526
Mount Yale Investment Advisors
Colorado
$5.32M +$312K +1,427 +6%
HPC
527
HM Payson & Co
Maine
$5.32M -$139K -637 -3%
WAS
528
Wealth Advisory Solutions
Indiana
$5.31M +$3.63M +16,621 +44%
WPA
529
Winning Points Advisors
Florida
$5.31M -$3.27K -15 -0.1%
RG
530
Rathbones Group
United Kingdom
$5.3M +$454K +2,080 +9%
CBB
531
Citizens Business Bank
California
$5.27M +$2.43M +11,114 +87%
CWC
532
Carolinas Wealth Consulting
North Carolina
$5.25M -$209K -956 -4%
KPWG
533
KFA Private Wealth Group
Virginia
$5.24M +$528K +2,416 +11%
PGWM
534
Parisi Gray Wealth Management
New Jersey
$5.23M +$181K +829 +4%
MSAM
535
Moloney Securities Asset Management
Missouri
$5.22M +$239K +1,095 +5%
CCC
536
Crescent Capital Consulting
Louisiana
$5.16M +$2.97M +13,605 +140%
RG
537
Rikoon Group
New Mexico
$5.13M -$7.42K -34 -0.1%
GC
538
Grimes & Company
Massachusetts
$5.11M +$198K +907 +4%
CWM
539
Circle Wealth Management
New Jersey
$5.11M – – –
AF
540
Ally Financial
Michigan
$5.08M -$8.08M -37,000 -62%
SPP
541
Single Point Partners
Massachusetts
$5.07M +$382K +1,750 +8%
TCM
542
Twele Capital Management
Minnesota
$4.97M +$4.91M +22,484 New
BC
543
Bartlett & Co
Ohio
$4.95M -$130K -597 -3%
BCWM
544
Bartlett & Co Wealth Management
Ohio
$4.95M -$130K -597 -3%
VAS
545
Vestmark Advisory Solutions
Massachusetts
$4.89M -$377K -1,727 -7%
RCMC
546
RK Capital Management (Colorado)
Colorado
$4.86M +$20.7K +95 +0.4%
CRC
547
Curi RMB Capital
Illinois
$4.83M +$93.9K +430 +2%
RIA
548
Realta Investment Advisors
Delaware
$4.81M +$269K +1,230 +6%
SC
549
Schoolcraft Capital
Colorado
$4.81M -$491K -2,248 -9%
SC
550
Steph & Co
Wisconsin
$4.8M +$249K +1,141 +6%
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