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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
SJIM
626
St. Johns Investment Management
Florida
$4.01M -$508K -2,549 -12%
LWM
627
Lyell Wealth Management
California
$3.99M +$957K +4,798 +34%
AGAM
628
Audent Global Asset Management
California
$3.99M +$323K +1,621 +9%
BFPW
629
BOK Financial Private Wealth
Colorado
$3.96M +$60.6K +304 +2%
AI
630
Auour Investments
Massachusetts
$3.96M +$114K +572 +3%
SC
631
Steph & Co
Wisconsin
$3.95M -$49.9K -250 -1%
ECG
632
Edge Capital Group
Georgia
$3.94M -$84K -421 -2%
SFG
633
Sunburst Financial Group
Alabama
$3.92M -$12K -60 -0.3%
DWT
634
Dorsey & Whitney Trust
South Dakota
$3.92M -$1.32M -6,634 -26%
FTB
635
First Trust Bank
Bahamas
$3.91M – – –
AAM
636
Aureus Asset Management
Massachusetts
$3.9M -$555K -2,783 -13%
PPFA
637
Provida Pension Fund Administrator
Chile
$3.89M – – –
CPSAC
638
Chas P. Smith & Associates (CPS)
Florida
$3.88M +$2.03M +10,186 +123%
GFG
639
Goldstone Financial Group
Illinois
$3.86M +$713K +3,575 +24%
FWM
640
FFT Wealth Management
Pennsylvania
$3.86M – – –
AWA
641
Aaron Wealth Advisors
Illinois
$3.84M -$2.19K -11 -0.1%
SFP
642
Sandbox Financial Partners
Maryland
$3.83M -$26.3K -132 -0.7%
AWM
643
Apollon Wealth Management
South Carolina
$3.83M -$865K -4,337 -19%
LI
644
LMCG Investments
Massachusetts
$3.82M -$3.31M -16,598 -48%
PCIG
645
Partners Capital Investment Group
Massachusetts
$3.8M -$1.94M -9,727 -35%
HIMC
646
Heritage Investors Management Corp
Maryland
$3.8M -$143K -719 -4%
KWM
647
Kingsview Wealth Management
Oregon
$3.79M -$130K -651 -3%
NAM
648
NorthCrest Asset Manangement
Minnesota
$3.79M +$2.88M +14,439 +402%
CAGAS
649
Capital Advisory Group Advisory Services
Minnesota
$3.79M -$102K -510 -3%
GECH
650
Garnet Equity Capital Holdings
New York
$3.79M +$3.59M +18,000 New
24 25
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