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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
LA
726
LVW Advisors
New York
$2.76M – – –
BRWA
727
B. Riley Wealth Advisors
Florida
$2.76M +$79K +362 +3%
AWE
728
Avidian Wealth Enterprises
Texas
$2.74M -$5.68K -26 -0.2%
ECM
729
Evergreen Capital Management
Washington
$2.74M -$49.6K -227 -2%
CWA
730
Capital Wealth Alliance
Arizona
$2.74M +$111K +507 +4%
EC
731
Engaged Capital
California
$2.72M -$7.97M -36,500 -75%
GIA
732
Granite Investment Advisors
New Hampshire
$2.72M +$104K +478 +4%
MCM
733
Manchester Capital Management
Vermont
$2.71M -$6.55K -30 -0.2%
LWM
734
Lyell Wealth Management
California
$2.7M +$1.86M +8,502 +228%
HCIA
735
Hochman Cole Investment Advisors
Illinois
$2.69M -$11.4K -52 -0.4%
LFAS
736
Level Four Advisory Services
Texas
$2.68M -$6.11K -28 -0.2%
SG
737
StoneX Group
New York
$2.67M -$302K -1,382 -10%
BCV
738
Banque Cantonale Vaudoise
Switzerland
$2.66M -$167K -763 -6%
GM
739
GeoWealth Management
Illinois
$2.66M -$739K -3,385 -22%
BAIA
740
Bel Air Investment Advisors
California
$2.65M +$2.62M +12,017 New
FIA
741
Foundations Investment Advisors
Arizona
$2.6M -$182K -835 -7%
LIM
742
Leavell Investment Management
Alabama
$2.59M – – –
UWM
743
USAdvisors Wealth Management
Minnesota
$2.59M +$2.56M +11,708 New
PA
744
PFG Advisors
Arizona
$2.58M +$310K +1,421 +14%
SAG
745
Spotlight Asset Group
Illinois
$2.58M +$2.21M +10,144 +658%
SSB
746
Sandy Spring Bank
Maryland
$2.58M +$55.2K +253 +2%
CCP
747
Corient Capital Partners
California
$2.56M +$7.21K +33 +0.3%
BOTW
748
Bank of the West
California
$2.56M +$191K +876 +8%
PCMK
749
Paragon Capital Management (Kansas)
Kansas
$2.55M -$7.64K -35 -0.3%
ASN
750
Advisory Services Network
Georgia
$2.54M -$725K -3,322 -22%
28 29
30
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