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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
BHBT
551
Burke & Herbert Bank & Trust
Virginia
$4.37M +$4.35M +21,527 New
CW
552
CreativeOne Wealth
Kansas
$4.36M -$870K -4,304 -17%
WAS
553
Wealth Advisory Solutions
Indiana
$4.33M +$6.06K +30 +0.1%
NP
554
NorthRock Partners
Minnesota
$4.32M -$126K -621 -3%
EWM
555
Evermay Wealth Management
Virginia
$4.31M -$64.9K -321 -1%
PTC
556
Private Trust Company
Ohio
$4.28M -$25.7K -127 -0.6%
CFB
557
Cullen/Frost Bankers
Texas
$4.27M +$102K +505 +2%
BRM
558
Boston Research & Management
Massachusetts
$4.27M – – –
FWP
559
FAS Wealth Partners
Kansas
$4.25M -$27.9K -138 -0.7%
PA
560
Parallel Advisors
California
$4.25M -$183K -904 -4%
RA
561
Rockingstone Advisors
Massachusetts
$4.22M +$52.9K +262 +1%
PIWA
562
Prevail Innovative Wealth Advisors
Kansas
$4.17M +$827K +4,091 +25%
BWFA
563
Baltimore-Washington Financial Advisors
Maryland
$4.12M +$569K +2,814 +16%
CGH
564
CMG Global Holdings
Texas
$4.11M +$123K +607 +3%
LGW
565
Leslie Global Wealth
Illinois
$4.1M +$4.09M +20,216 New
AIC
566
Archer Investment Corporation
Indiana
$4.09M -$124K -615 -3%
LEA
567
Legacy Edge Advisors
New York
$4.07M -$197K -976 -5%
NFG
568
Norris Financial Group
South Carolina
$4.06M +$1.22M +6,022 +43%
BAWM
569
Bennett Associates Wealth Management
Pennsylvania
$4.04M +$90.7K +449 +2%
FPAS
570
Focus Partners Advisor Solutions
Missouri
$4.04M -$254K -1,255 -6%
EWA
571
Exencial Wealth Advisors
Oklahoma
$4.01M -$1.42M -7,037 -26%
PA
572
PFG Advisors
Arizona
$3.99M +$54.2K +268 +1%
BRWA
573
B. Riley Wealth Advisors
Florida
$3.98M -$221K -1,092 -5%
RG
574
Rathbones Group
United Kingdom
$3.97M +$521K +2,580 +15%
HIF
575
Hill Island Financial
Michigan
$3.97M +$11.1K +55 +0.3%
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