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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
RWA
726
Ropes Wealth Advisors
Massachusetts
$1.21M -$11.9K -80 -0.9%
PAM
727
Panagora Asset Management
Massachusetts
$1.2M -$311K -2,087 -19%
SC
728
SouthState Corp
Florida
$1.2M +$84.3K +565 +7%
MA
729
Mutual Advisors
Nebraska
$1.19M -$1.07M -7,154 -45%
AFM
730
Abbot Financial Management
Massachusetts
$1.18M +$310K +2,080 +31%
RWM
731
Reston Wealth Management
Virginia
$1.18M +$1.32M +8,841 New
JA
732
JVL Associates
Michigan
$1.18M -$93.3K -625 -7%
KP
733
Keel Point
Alabama
$1.17M -$9.94M -66,618 -88%
NL
734
NVWM LLC
Pennsylvania
$1.17M +$1.29M +8,662 +10,563%
MAS
735
Managed Account Services
Florida
$1.17M +$11.2K +75 +1%
QCG
736
Quadrant Capital Group
Ohio
$1.16M -$169K -1,132 -11%
WCA
737
Windsor Creek Advisors
Vermont
$1.15M +$1.28M +8,600 New
BFO
738
Boston Family Office
Massachusetts
$1.15M +$231K +1,549 +22%
LBC
739
Lowe Brockenbrough & Co
Virginia
$1.15M +$301K +2,015 +31%
HI
740
HBK Investments
Texas
$1.14M -$9.73M -65,200 -88%
FBA
741
Front Barnett Associates
Illinois
$1.14M -$24.9K -167 -2%
PFS
742
Prospera Financial Services
Texas
$1.13M -$1.52M -10,198 -55%
1IA
743
1834 Investment Advisors
Wisconsin
$1.13M -$448 -3 -0%
PWMAG
744
Pinnacle Wealth Management Advisory Group
New Jersey
$1.13M – – –
TIM
745
Tortoise Investment Management
New York
$1.11M -$32.4K -217 -3%
CBA
746
Coastal Bridge Advisors
Connecticut
$1.11M +$1.23M +8,262 New
RSWM
747
Robertson Stephens Wealth Management
California
$1.1M +$1.23M +8,228 New
JWA
748
JFS Wealth Advisors
Pennsylvania
$1.1M -$29.7K -199 -2%
FNBOO
749
First National Bank of Omaha
Nebraska
$1.09M +$13.9K +93 +1%
RIS
750
Retirement Income Solutions
Michigan
$1.09M +$312K +2,092 +35%
28 29
30
31 32