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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
FPCP
576
Fort Point Capital Partners
California
$4.36M -$434K -2,156 -10%
ACM
577
AUA Capital Management
Pennsylvania
$4.35M -$8.25K -41 -0.2%
KWM
578
Kingsview Wealth Management
Oregon
$4.35M -$160K -793 -4%
SIM
579
SSI Investment Management
California
$4.33M +$4.04M +20,068 New
SWM
580
Spire Wealth Management
Virginia
$4.31M -$2.22M -11,032 -36%
BWP
581
BSW Wealth Partners
Colorado
$4.3M -$1.12M -5,580 -22%
MLIC
582
Mandatum Life Insurance Company
Finland
$4.3M +$865K +4,300 +28%
WWC
583
Waypoint Wealth Counsel
Georgia
$4.22M -$136K -674 -3%
CPBTD
584
Central Pacific Bank - Trust Division
Hawaii
$4.2M +$1.41M +6,994 +56%
PCM
585
Politan Capital Management
New York
$4.2M -$3.33M -16,535 -46%
JWM
586
Jacksonville Wealth Management
Florida
$4.2M +$308K +1,532 +9%
AWC
587
Abundance Wealth Counselors
Pennsylvania
$4.2M -$216K -1,074 -5%
MAM
588
Marquette Asset Management
Minnesota
$4.19M -$67.4K -335 -2%
AAM
589
Aureus Asset Management
Massachusetts
$4.17M -$5.43K -27 -0.1%
OR
590
Olympiad Research
Connecticut
$4.17M +$3.89M +19,306 New
TBWA
591
Three Bridge Wealth Advisors
California
$4.15M – – –
FTS
592
Fifth Third Securities
Ohio
$4.13M -$125K -619 -3%
LFAS
593
Level Four Advisory Services
Texas
$4.12M -$2.75M -13,641 -42%
TWP
594
TFO Wealth Partners
Ohio
$4.11M +$19.3K +96 +0.5%
OIA
595
OneDigital Investment Advisors
Kansas
$4.09M +$954K +4,743 +33%
AP
596
Appleton Partners
Massachusetts
$4.08M -$96.6K -480 -2%
NW
597
NewEdge Wealth
Pennsylvania
$4.07M +$21.3K +106 +0.6%
RCAG
598
Rehmann Capital Advisory Group
Michigan
$4.07M +$733K +3,642 +24%
WAS
599
Wealth Advisory Solutions
Indiana
$4.06M +$32.4K +161 +0.9%
AF
600
Apexium Financial
Texas
$4.05M +$1.17M +5,824 +45%
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