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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
EFS
776
Essex Financial Services
Connecticut
$2.49M +$136K +675 +6%
GKWIM
777
Gerber Kawasaki Wealth & Investment Management
California
$2.48M +$34K +169 +1%
AIFAIM
778
American Institute for Advanced Investment Management
Arizona
$2.48M -$43.3K -215 -2%
PWA
779
Provenance Wealth Advisors
Florida
$2.47M -$417K -2,070 -15%
MMH
780
Menora Mivtachim Holdings
Israel
$2.47M +$302K +1,500 +15%
AC
781
Annandale Capital
Texas
$2.46M -$7.77M -38,600 -77%
TPA
782
Trivium Point Advisory
Connecticut
$2.46M +$2.29M +11,388 New
GVAG
783
Great Valley Advisor Group
Delaware
$2.46M -$274K -1,363 -11%
CA
784
Cannon Advisors
North Carolina
$2.44M +$218K +1,082 +11%
SW
785
Simplicity Wealth
New Jersey
$2.42M +$425K +2,114 +23%
MFS
786
Miller Financial Services
Michigan
$2.41M +$32.6K +162 +1%
BAM
787
Bosun Asset Management
Illinois
$2.41M – – –
CWM
788
ClientFirst Wealth Management
Arkansas
$2.41M -$84.5K -420 -4%
GCA
789
Genesee Capital Advisors
New York
$2.4M -$43.3K -215 -2%
FAM
790
Forte Asset Management
New York
$2.4M -$637K -3,164 -22%
AIC
791
Allodium Investment Consultants
Minnesota
$2.39M -$19.5K -97 -0.9%
PCWA
792
Pacific Capital Wealth Advisors
California
$2.39M -$1.57M -7,803 -42%
JWM
793
Jessup Wealth Management
Ohio
$2.36M -$141K -703 -6%
AF
794
Advisornet Financial
Minnesota
$2.35M -$264K -1,312 -11%
OFG
795
Oxford Financial Group
Indiana
$2.34M +$7.65K +38 +0.4%
MAA
796
Matrix Asset Advisors
New York
$2.34M +$26.6K +132 +1%
MNBTD
797
Moody National Bank Trust Division
Texas
$2.34M – – –
SC
798
Schoolcraft Capital
Colorado
$2.33M -$25.2K -125 -1%
LLWM
799
Life Line Wealth Management
California
$2.33M +$5.84K +29 +0.3%
RCM
800
Radnor Capital Management
Pennsylvania
$2.32M – – –
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