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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
EWA
526
EP Wealth Advisors
California
$3.86M +$726K +3,939 +21%
IA
527
IFG Advisory
Georgia
$3.83M -$81.5K -442 -2%
GIA
528
Gladstone Institutional Advisory
Florida
$3.83M -$316K -1,712 -7%
RPWA
529
Regent Peak Wealth Advisors
Georgia
$3.83M +$3.75M +20,357 +902%
FTS
530
Fifth Third Securities
Ohio
$3.83M +$4.17M +22,603 New
AWE
531
Avidian Wealth Enterprises
Texas
$3.82M +$2.03K +11 +0%
LSAG
532
Lake Street Advisors Group
New Hampshire
$3.81M +$459K +2,488 +12%
PTC
533
Private Trust Company
Ohio
$3.77M +$4.11M +22,271 New
HWMA
534
Heritage Wealth Management (Arizona)
Arizona
$3.75M +$108K +585 +3%
CH
535
Canton Hathaway
Rhode Island
$3.73M – – –
BBHC
536
Brown Brothers Harriman & Co
New York
$3.72M +$72.3K +392 +2%
AWM
537
Apollon Wealth Management
South Carolina
$3.71M -$857K -4,649 -18%
WB
538
West Bancorporation
Iowa
$3.68M -$166K -899 -4%
GC
539
Grimes & Company
Massachusetts
$3.68M -$15.1K -82 -0.4%
NFC
540
Northeast Financial Consultants
Connecticut
$3.67M +$7.37K +40 +0.2%
RG
541
Rathbones Group
United Kingdom
$3.67M -$138K -747 -3%
CWM
542
Cranbrook Wealth Management
Michigan
$3.67M +$178K +966 +5%
CGA
543
Crescent Grove Advisors
Illinois
$3.65M +$1.22M +6,607 +44%
FBA
544
Front Barnett Associates
Illinois
$3.64M -$737 -4 -0%
CI
545
CX Institutional
Indiana
$3.59M +$3.91M +21,203 New
SWM
546
Spire Wealth Management
Virginia
$3.58M -$644K -3,492 -14%
PMA
547
Prudent Man Advisors
Illinois
$3.58M +$74.1K +402 +2%
CFB
548
Cullen/Frost Bankers
Texas
$3.58M -$8.48K -46 -0.2%
DIG
549
DeepCurrents Investment Group
New York
$3.57M +$751K +4,072 +24%
BRM
550
Boston Research & Management
Massachusetts
$3.56M – – –
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