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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
APG
651
Abacus Planning Group
South Carolina
$3.21M -$164K -803 -5%
BRWA
652
B. Riley Wealth Advisors
Florida
$3.19M -$174K -852 -5%
LIA
653
LSP Investment Advisors
New York
$3.18M – – –
VCM
654
Vision Capital Management
Oregon
$3.17M – – –
SHWM
655
Smith & Howard Wealth Management
Georgia
$3.17M +$296K +1,452 +10%
VI
656
Vestcor Inc
New Brunswick, Canada
$3.14M -$867K -4,250 -22%
SIC
657
Salem Investment Counselors
North Carolina
$3.14M -$169K -829 -5%
OMC
658
Old Mission Capital
Illinois
$3.13M -$17.2M -84,397 -85%
LIA
659
LS Investment Advisors
Michigan
$3.13M +$38.8K +190 +1%
WCM
660
WealthBridge Capital Management
Ohio
$3.1M -$816 -4 -0%
BWA
661
Beam Wealth Advisors
Louisiana
$3.1M +$145K +709 +5%
BIAS
662
Beacon Investment Advisory Services
New Jersey
$3.1M -$92.6K -454 -3%
FIM
663
Fernwood Investment Management
Massachusetts
$3.09M -$79.6K -390 -3%
FMWA
664
Forvis Mazars Wealth Advisors
Missouri
$3.09M -$113K -553 -4%
CAGAS
665
Capital Advisory Group Advisory Services
Minnesota
$3.08M -$399K -1,957 -12%
B
666
Bailard
California
$3.08M -$219K -1,072 -7%
GLA
667
Good Life Advisors
Pennsylvania
$3.07M -$434K -2,130 -12%
CA
668
Capital Advantage
California
$3.06M – – –
CGA
669
Crescent Grove Advisors
Illinois
$3.06M -$1.43M -7,024 -32%
IF
670
Intrua Financial
Texas
$3.06M +$201K +983 +7%
HCA
671
Harbour Capital Advisors
Virginia
$3.05M -$24.5K -120 -0.8%
OPS
672
Orion Portfolio Solutions
Nebraska
$3.05M +$76.5K +375 +3%
LNWWM
673
Laird Norton Wetherby Wealth Management
California
$3.02M -$137K -673 -4%
XS
674
XR Securities
Illinois
$3.02M +$3M +14,694 New
MC
675
Mathes Company
New York
$3.01M -$444K -2,175 -13%
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