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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
CCP
876
Corient Capital Partners
California
$688K +$101K +659 +17%
VR
877
Viridian RIA
Washington
$684K – – –
KCM
878
Kennedy Capital Management
Missouri
$674K -$984K -6,442 -59%
RHJA
879
Rice Hall James & Associates
California
$674K – – –
APCM
880
Alaska Permanent Capital Management
Alaska
$673K +$340K +2,225 +100%
AWA
881
Alaska Wealth Advisors
Alaska
$673K +$680K +4,450 New
ECM
882
Evergreen Capital Management
Washington
$668K -$16.5K -108 -2%
FRM
883
Fox Run Management
Connecticut
$667K -$1.51M -9,900 -69%
DAS
884
Dynamic Advisor Solutions
Arizona
$660K -$243K -1,589 -27%
CAW
885
Cornerstone Advisors (Washington)
Washington
$656K +$3.82K +25 +0.6%
ECM
886
Elgethun Capital Management
South Dakota
$653K – – –
SHWM
887
Smith & Howard Wealth Management
Georgia
$652K +$94.8K +621 +17%
PMG
888
ProVise Management Group
Florida
$650K – – –
WPW
889
Waldron Private Wealth
Pennsylvania
$649K +$77.7K +509 +13%
NP
890
NorthRock Partners
Minnesota
$647K +$388K +2,538 +146%
VWM
891
Venturi Wealth Management
Texas
$646K +$3.67K +24 +0.6%
LC
892
LCNB Corp
Ohio
$643K +$258K +1,689 +66%
APW
893
Acima Private Wealth
Virginia
$642K – – –
SCA
894
Snowden Capital Advisors
New York
$641K -$14.2K -93 -2%
HCM
895
HM Capital Management
Missouri
$639K -$534K -3,500 -45%
CFG
896
Cooper Financial Group
California
$639K +$13.9K +91 +2%
BFA
897
Bragg Financial Advisors
North Carolina
$639K +$204K +1,335 +46%
PWLP
898
Prio Wealth Limited Partnership
Massachusetts
$637K -$67.8K -444 -10%
CPIG
899
Chicago Partners Investment Group
Illinois
$636K -$12.8K -84 -2%
ECAM
900
East Coast Asset Management
Massachusetts
$635K -$13.7K -90 -2%
34 35
36
37 38