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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
NL
826
NWAM LLC
Washington
$3.34M +$228K +812 +8%
FWI
827
Facet Wealth Inc
Maryland
$3.34M +$413K +1,469 +15%
CA
828
CWC Advisors
Oregon
$3.34M -$139K -495 -4%
BHBT
829
Burke & Herbert Bank & Trust
Virginia
$3.32M +$181K +644 +6%
JWM
830
JHP Wealth Management
Colorado
$3.31M -$562 -2 -0%
MC
831
Moors & Cabot
Massachusetts
$3.29M +$148K +526 +5%
FAM
832
Forte Asset Management
New York
$3.29M +$19.7K +70 +0.6%
JFGIW
833
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$3.28M -$42.2K -150 -1%
KFGK
834
Keystone Financial Group (Kentucky)
Kentucky
$3.28M +$391K +1,390 +15%
AIFAIM
835
American Institute for Advanced Investment Management
Arizona
$3.28M -$18.3K -65 -0.6%
GAM
836
GEM Asset Management
Michigan
$3.28M +$2.53K +9 +0.1%
AUB
837
Atlantic Union Bankshares
Virginia
$3.27M -$315K -1,122 -9%
AIC
838
Allodium Investment Consultants
Minnesota
$3.27M -$25.6K -91 -0.8%
TCBWMS
839
Texas Capital Bank Wealth Management Services
Texas
$3.27M +$341K +1,213 +13%
LGW
840
Leslie Global Wealth
Illinois
$3.27M -$172K -613 -5%
GCA
841
Genesee Capital Advisors
New York
$3.26M -$18K -64 -0.6%
PCIG
842
Partners Capital Investment Group
Massachusetts
$3.26M -$7.15M -25,440 -70%
GSIAS
843
Garden State Investment Advisory Services
New Jersey
$3.25M -$49.5K -176 -2%
JGIA
844
Jackson Grant Investment Advisers
Connecticut
$3.24M +$353K +1,257 +13%
CWM
845
Chesapeake Wealth Management
Virginia
$3.23M -$158K -564 -5%
FMWA
846
Forvis Mazars Wealth Advisors
Missouri
$3.21M +$14.9K +53 +0.5%
PMWMG
847
Parr McKnight Wealth Management Group
Minnesota
$3.19M – – –
ACA
848
Anchor Capital Advisors
Massachusetts
$3.19M +$3.65K +13 +0.1%
VWA
849
Visionary Wealth Advisors
Illinois
$3.18M -$178K -632 -6%
SC
850
Sykon Capital
New York
$3.14M +$2.94M +10,463 New
32 33
34
35 36