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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
KWM
626
Kingsview Wealth Management
Oregon
$3.13M -$739K -4,157 -19%
AIM
627
Acropolis Investment Management
Missouri
$3.11M +$178 +1 +0%
BFPW
628
BOK Financial Private Wealth
Colorado
$3.09M -$54.1K -304 -2%
IAMOG
629
Investors Asset Management of Georgia
Georgia
$3.09M +$63.5K +357 +2%
IA
630
IFG Advisory
Georgia
$3.08M -$1.98M -11,161 -39%
FWP
631
FAS Wealth Partners
Kansas
$3.04M -$13K -73 -0.4%
PAM
632
Peak Asset Management
Colorado
$3.04M -$6.76K -38 -0.2%
CAGAS
633
Capital Advisory Group Advisory Services
Minnesota
$3.03M +$261K +1,470 +9%
TFS
634
TrustCore Financial Services
Tennessee
$3.03M +$2.32M +13,065 +304%
IAS
635
Insigneo Advisory Services
Florida
$3.02M +$3.09M +17,348 New
RG
636
Rathbones Group
United Kingdom
$3.01M +$225K +1,264 +8%
PTC
637
Private Trust Company
Ohio
$3.01M -$389K -2,185 -11%
CFA
638
Camarda Financial Advisors
Florida
$3M +$3.06M +17,217 New
IAIM
639
International Assets Investment Management
Florida
$2.99M +$2.08M +11,714 +215%
KPWS
640
Kestra Private Wealth Services
Texas
$2.98M -$2.42M -13,588 -44%
WB
641
Webster Bank
Connecticut
$2.96M -$153K -862 -5%
ZIM
642
Zacks Investment Management
Illinois
$2.96M +$2.41M +13,541 +394%
CA
643
Claro Advisors
Massachusetts
$2.95M -$21.2K -119 -0.7%
WP
644
WealthShield Partners
North Carolina
$2.95M +$826K +4,647 +38%
MFA
645
Mayflower Financial Advisors
Massachusetts
$2.94M +$2.31K +13 +0.1%
HTC
646
Haverford Trust Company
Pennsylvania
$2.92M -$864K -4,859 -22%
GW
647
GW & Wade
Massachusetts
$2.91M +$236K +1,325 +9%
MAP
648
Moody Aldrich Partners
Massachusetts
$2.91M +$2.97M +16,688 New
BA
649
Bristlecone Advisors
Washington
$2.91M +$470K +2,641 +19%
SRG
650
SBB Research Group
Illinois
$2.89M – – –
24 25
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