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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
JSAM
726
J. Safra Asset Management
New York
$3.61M +$3.61M +14,669 New
SVWAG
727
Sound View Wealth Advisors Group
Georgia
$3.59M +$9.34K +38 +0.3%
EWM
728
Evermay Wealth Management
Virginia
$3.59M -$127K -516 -3%
KWM
729
Keebeck Wealth Management
Illinois
$3.58M -$62.7K -255 -2%
AGAM
730
Audent Global Asset Management
California
$3.54M -$133K -543 -4%
HAM
731
Harmony Asset Management
Arizona
$3.54M -$7.38K -30 -0.2%
MWP
732
MYCIO Wealth Partners
Pennsylvania
$3.54M +$23.1K +94 +0.7%
CAM
733
Cozad Asset Management
Illinois
$3.52M -$73K -297 -2%
SWP
734
Sagespring Wealth Partners
Tennessee
$3.51M +$16.5K +67 +0.5%
CFO
735
Capitol Family Office
Oregon
$3.51M +$790K +3,213 +29%
JIC
736
Joel Isaacson & Co
New York
$3.49M +$72.3K +294 +2%
AWMM
737
Aegis Wealth Management (Maryland)
Maryland
$3.49M -$668K -2,719 -16%
R
738
Rebalance
California
$3.49M -$176K -715 -5%
FA
739
Flagstar Advisors
New York
$3.48M -$331K -1,348 -9%
CWM
740
Cranbrook Wealth Management
Michigan
$3.48M -$148K -601 -4%
OCA
741
OpenArc Corporate Advisory
Georgia
$3.48M +$3.48M +14,141 New
BHIA
742
Birch Hill Investment Advisors
Massachusetts
$3.46M +$12.3K +50 +0.4%
FMC
743
First Merchants Corp
Indiana
$3.46M +$307K +1,248 +10%
DTC
744
Davidson Trust Company
Washington
$3.44M -$24.6K -100 -0.7%
QWM
745
Quadcap Wealth Management
Texas
$3.43M -$15.2K -62 -0.4%
SC
746
Shay Capital
New York
$3.43M +$3.42M +13,918 New
BFPW
747
BOK Financial Private Wealth
Colorado
$3.42M -$10.8K -44 -0.3%
AP
748
Americana Partners
Texas
$3.41M +$309K +1,255 +10%
HCA
749
Harbour Capital Advisors
Virginia
$3.39M -$12.3K -50 -0.4%
MHS
750
M Holdings Securities
Oregon
$3.39M +$3.38M +13,765 New
28 29
30
31 32