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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
FCM
676
Firestone Capital Management
Florida
$3.15M -$165K -736 -5%
SIM
677
SSI Investment Management
California
$3.13M -$642K -2,857 -17%
AIM
678
Acropolis Investment Management
Missouri
$3.12M -$56.2K -250 -2%
DI
679
Disciplined Investments
Oklahoma
$3.12M +$87.5K +389 +3%
CAS
680
Cascadia Advisory Services
Oregon
$3.12M +$94.7K +421 +3%
CA
681
Continuum Advisory
Idaho
$3.11M +$802K +3,568 +36%
SHWM
682
Smith & Howard Wealth Management
Georgia
$3.09M -$66.3K -295 -2%
BAM
683
Berkshire Asset Management
Pennsylvania
$3.09M -$35.1K -156 -1%
AC
684
Aperimus Capital
California
$3.08M -$5.58M -24,800 -65%
AWM
685
Aprio Wealth Management
Georgia
$3.08M +$3.02M +13,441 New
B
686
Bailard
California
$3.06M -$79.1K -352 -3%
OPS
687
Orion Portfolio Solutions
Nebraska
$3.05M +$53.3K +237 +2%
OPWM
688
Oakwell Private Wealth Management
Texas
$3.05M +$48.6K +216 +2%
ATWA
689
Arbor Trust Wealth Advisors
Michigan
$3.02M +$450 +2 +0%
BRWA
690
B. Riley Wealth Advisors
Florida
$3.01M +$104K +461 +4%
DTC
691
Davidson Trust Company
Washington
$3M – – –
SG
692
StoneX Group
New York
$3M +$223K +992 +8%
ZCM
693
Ziegler Capital Management
Illinois
$2.99M -$5.98M -26,590 -98%
BFEC
694
Benjamin F. Edwards & Company
Missouri
$2.98M -$72.8K -324 -2%
LFAS
695
Level Four Advisory Services
Texas
$2.98M +$193K +858 +7%
EIA
696
Eldridge Investment Advisors
New Hampshire
$2.97M +$11.2K +50 +0.4%
IBOK
697
Independence Bank of Kentucky
Kentucky
$2.97M +$360K +1,602 +14%
FIA
698
Foundations Investment Advisors
Arizona
$2.97M +$295K +1,314 +11%
AWE
699
Avidian Wealth Enterprises
Texas
$2.95M +$106K +470 +4%
CC
700
Cedar Capital
Illinois
$2.94M -$3.13M -13,921 -52%
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