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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
KP
576
Keel Point
Alabama
$1.19M -$213K -1,540 -15%
PV
577
Private Vista
Illinois
$1.19M +$11.6K +84 +1%
PWMAG
578
Pinnacle Wealth Management Advisory Group
New Jersey
$1.19M +$12.2K +88 +1%
FC
579
Ferris Capital
Massachusetts
$1.19M +$1.16M +8,412 New
MRCM
580
M&R Capital Management
New Jersey
$1.18M -$13.8K -100 -1%
SWM
581
Segment Wealth Management
Texas
$1.18M +$447K +3,228 +63%
HTC
582
Haverford Trust Company
Pennsylvania
$1.17M -$236K -1,707 -17%
MPWT
583
MassMutual Private Wealth & Trust
Connecticut
$1.17M -$47.9K -346 -4%
BAM
584
Berkshire Asset Management
Pennsylvania
$1.17M +$113K +816 +11%
NB
585
Nicolet Bankshares
Wisconsin
$1.17M +$40.8K +295 +4%
BPCE
586
Bank Pictet & Cie (Europe)
Germany
$1.16M -$6.2M -44,800 -84%
ASN
587
Advisory Services Network
Georgia
$1.16M +$418K +3,022 +58%
AA
588
Ancora Advisors
Ohio
$1.16M +$13.8K +100 +1%
CLOS
589
Compagnie Lombard Odier SCmA
Switzerland
$1.16M +$400K +2,887 +54%
AWM
590
AE Wealth Management
Kansas
$1.16M +$661K +4,773 +139%
FCM
591
Force Capital Management
New York
$1.16M +$1.13M +8,200 New
CHA
592
Cedar Hill Associates
Illinois
$1.16M -$344K -2,482 -23%
AC
593
Abbrea Capital
California
$1.15M +$4.15K +30 +0.4%
SC
594
SouthState Corp
Florida
$1.14M +$7.75K +56 +0.7%
MAS
595
Managed Account Services
Florida
$1.13M -$10.1K -73 -0.9%
CA
596
Cambridge Advisors
Nebraska
$1.13M -$10.4K -75 -0.9%
AC
597
Alley Company
Illinois
$1.12M – – –
PWAG
598
Polaris Wealth Advisory Group
California
$1.12M +$1.1M +7,976 New
RMAM
599
Raab & Moskowitz Asset Management
New Jersey
$1.12M -$18.7K -135 -2%
JWA
600
JFS Wealth Advisors
Pennsylvania
$1.12M -$193K -1,395 -15%
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