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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
RC
626
RegentAtlantic Capital
New Jersey
$3.85M -$524K -2,398 -12%
SSWM
627
Sheets Smith Wealth Management
North Carolina
$3.84M +$1.85M +8,492 +95%
HCM
628
Hollencrest Capital Management
California
$3.84M -$81.9K -375 -2%
EWA
629
EP Wealth Advisors
California
$3.83M +$235K +1,077 +7%
TWM
630
Titus Wealth Management
California
$3.83M +$401K +1,836 +12%
CFGS
631
Concourse Financial Group Securities
Alabama
$3.79M +$3.27M +14,969 +681%
IA
632
IFG Advisory
Georgia
$3.79M -$59K -270 -2%
KP
633
Keel Point
Alabama
$3.78M -$884K -4,048 -19%
TWP
634
TFO Wealth Partners
Ohio
$3.74M – – –
FSWA
635
Financial Synergies Wealth Advisors
Texas
$3.71M -$24.9K -114 -0.7%
NAM
636
NorthCoast Asset Management
Connecticut
$3.71M +$915K +4,190 +33%
FFS
637
Founders Financial Securities
Maryland
$3.71M -$1.58M -7,221 -30%
BHIA
638
Birch Hill Investment Advisors
Massachusetts
$3.71M -$102K -465 -3%
SIC
639
Salem Investment Counselors
North Carolina
$3.71M +$25.8K +118 +0.7%
BIAS
640
Beacon Investment Advisory Services
New Jersey
$3.69M -$32.8K -150 -0.9%
AWA
641
Aaron Wealth Advisors
Illinois
$3.68M -$61.1K -280 -2%
DS
642
DRW Securities
Illinois
$3.67M +$3.63M +16,603 New
FMWA
643
Forvis Mazars Wealth Advisors
Missouri
$3.67M -$71.8K -329 -2%
IWAG
644
Integer Wealth Advisors Group
Georgia
$3.66M -$858K -3,930 -19%
SIM
645
SSI Investment Management
California
$3.64M -$132K -605 -4%
VWA
646
Visionary Wealth Advisors
Illinois
$3.63M +$926K +4,240 +35%
BCM
647
Bayesian Capital Management
New York
$3.62M -$10.6M -48,599 -75%
MAM
648
Madison Asset Management
Wisconsin
$3.62M +$3.1M +14,196 +652%
EVM
649
Eaton Vance Management
Massachusetts
$3.6M +$315K +1,444 +10%
CAM
650
Cozad Asset Management
Illinois
$3.58M +$441K +2,021 +14%
24 25
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