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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
VWA
801
Visionary Wealth Advisors
Illinois
$2.73M -$407K -1,775 -14%
EFS
802
Essex Financial Services
Connecticut
$2.72M -$67.5K -294 -3%
AUB
803
Atlantic Union Bankshares
Virginia
$2.71M -$232K -1,012 -8%
AIC
804
Allodium Investment Consultants
Minnesota
$2.7M +$20.2K +88 +0.8%
FFC
805
Frederick Financial Consultants
Maryland
$2.7M +$212K +925 +9%
AIC
806
Ayalon Insurance Company
Israel
$2.69M +$994K +4,332 +64%
BCA
807
Bay Colony Advisors
Massachusetts
$2.69M +$558K +2,431 +28%
AIFAIM
808
American Institute for Advanced Investment Management
Arizona
$2.69M -$81.7K -356 -3%
FMWA
809
Forvis Mazars Wealth Advisors
Missouri
$2.68M -$190K -829 -7%
GAM
810
GEM Asset Management
Michigan
$2.68M +$210K +916 +9%
ACM
811
Ascent Capital Management
Oregon
$2.68M +$285K +1,241 +13%
CFO
812
Capitol Family Office
Oregon
$2.67M +$323K +1,407 +15%
GS
813
GWN Securities
Florida
$2.67M +$393K +1,712 +18%
MFS
814
Miller Financial Services
Michigan
$2.66M -$36.9K -161 -1%
LOAMU
815
Lombard Odier Asset Management (USA)
New York
$2.65M +$529K +2,304 +27%
JWM
816
Jessup Wealth Management
Ohio
$2.63M -$10.3K -45 -0.4%
VCM
817
Viewpoint Capital Management
Washington
$2.63M +$181K +791 +8%
MNBTD
818
Moody National Bank Trust Division
Texas
$2.62M – – –
LLWM
819
Life Line Wealth Management
California
$2.61M +$6.88K +30 +0.3%
RCM
820
Ridgepath Capital Management
Tennessee
$2.6M -$1.08M -4,697 -30%
RCM
821
Radnor Capital Management
Pennsylvania
$2.6M -$2.29K -10 -0.1%
GCA
822
Genesee Capital Advisors
New York
$2.6M -$93.6K -408 -4%
CB
823
Chris Bulman
California
$2.6M -$526K -2,293 -18%
PCWA
824
Pacific Capital Wealth Advisors
California
$2.6M -$31.2K -136 -1%
GKWIM
825
Gerber Kawasaki Wealth & Investment Management
California
$2.59M -$185K -805 -7%
31 32
33
34 35