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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
MA
726
MONECO Advisors
Connecticut
$2.14M +$335K +1,819 +17%
WPW
727
Waldron Private Wealth
Pennsylvania
$2.13M +$5.53K +30 +0.2%
ERWM
728
Elk River Wealth Management
Colorado
$2.13M +$976K +5,297 +73%
SFA
729
Seneca Financial Advisors
New York
$2.12M -$62.7K -340 -3%
LC
730
Lavaca Capital
Texas
$2.1M -$816K -4,427 -26%
RWP
731
Revolve Wealth Partners
New Jersey
$2.1M +$164K +891 +8%
DFA
732
DHK Financial Advisors
New Hampshire
$2.09M +$2.21K +12 +0.1%
RIA
733
Regal Investment Advisors
Michigan
$2.08M -$716K -3,882 -24%
SG
734
StoneX Group
New York
$2.07M +$146K +790 +7%
WIC
735
Whitegate Investment Counselors
New Hampshire
$2.06M +$316K +1,715 +16%
CGPCS
736
Capital Group Private Client Services
California
$2.06M +$1.52M +8,253 +210%
CI
737
Cavalier Investments
Georgia
$2.04M -$125K -677 -5%
VWA
738
Visionary Wealth Advisors
Illinois
$2.04M +$140K +760 +7%
LIM
739
Leavell Investment Management
Alabama
$2.02M +$14K +76 +0.6%
BRWA
740
B. Riley Wealth Advisors
Florida
$2.02M -$662K -3,591 -23%
PFWA
741
Paces Ferry Wealth Advisors
Georgia
$2.02M +$5.35K +29 +0.2%
WPA
742
Winning Points Advisors
Florida
$2.02M -$2.25M -12,185 -50%
SWA
743
Stratos Wealth Advisors
Ohio
$2M -$229K -1,243 -10%
SFG
744
Summit Financial Group
West Virginia
$2M -$366K -1,984 -14%
BO
745
BRR OpCo
Ohio
$1.99M -$56.8K -308 -3%
TWC
746
TD Waterhouse Canada
Ontario, Canada
$1.98M -$1.02M -5,509 -33%
SIAM
747
Sterling Investment Advisors (Missouri)
Missouri
$1.98M +$4.24K +23 +0.2%
CCP
748
Corient Capital Partners
California
$1.96M -$111K -600 -5%
IFG
749
Independent Financial Group
California
$1.96M -$296K -1,607 -12%
WA
750
Wealth Alliance
New York
$1.95M +$1.86M +10,081 +714%
28 29
30
31 32