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iShares Russell 2000 ETF
IWM

Name Holding Trade Value Shares
Change 		Change in
Stake
LAM
1076
Lifestyle Asset Management
Texas
$1.28M -$13M -72,425 -92%
BFO
1077
Boston Family Office
Massachusetts
$1.28M +$49.3K +275 +4%
ASC
1078
Atalanta Sosnoff Capital
New York
$1.28M +$301K +1,680 +36%
ETIA
1079
Epic Trust Investment Advisors
Washington
$1.27M +$30.1K +168 +3%
SHJ
1080
Sharkey, Howes & Javer
Colorado
$1.27M +$27.2K +152 +2%
CFIA
1081
Cantor Fitzgerald Investment Advisors
New York
$1.27M +$1.13M +6,306 New
MFG
1082
MidWestOne Financial Group
Iowa
$1.26M +$142K +795 +14%
IFPG
1083
Intrepid Financial Planning Group
Indiana
$1.26M -$40.8K -228 -3%
ACM
1084
Absolute Capital Management
Pennsylvania
$1.26M -$76.1K -425 -6%
SCM
1085
Saxony Capital Management
Missouri
$1.26M +$1.12M +6,267 New
WHG
1086
Westwood Holdings Group
Texas
$1.26M +$110K +614 +11%
SGCA
1087
Steel Grove Capital Advisors
Tennessee
$1.26M – – –
SCA
1088
Stonebridge Capital Advisors
Minnesota
$1.25M -$43.4K -242 -4%
EL
1089
EQ LLC
Washington
$1.23M -$7.52K -42 -0.7%
VAS
1090
Vestmark Advisory Solutions
Massachusetts
$1.22M +$1.09M +6,096 New
SCM
1091
SCS Capital Management
Massachusetts
$1.22M – – –
OR
1092
Olympiad Research
Connecticut
$1.22M +$676K +3,776 +164%
GKWIM
1093
Gerber Kawasaki Wealth & Investment Management
California
$1.21M -$221K -1,233 -17%
BWA
1094
Bordeaux Wealth Advisors
California
$1.21M -$97.8K -546 -8%
PS
1095
Principal Securities
Iowa
$1.21M +$1.08M +6,012 New
VA
1096
Verdad Advisers
Massachusetts
$1.2M +$1.07M +6,000 New
PGWM
1097
Parisi Gray Wealth Management
New Jersey
$1.2M +$91.7K +512 +9%
SCP
1098
Sender Company & Partners
New York
$1.2M +$1.07M +5,989 New
AWM
1099
Aprio Wealth Management
Georgia
$1.2M -$1.92M -10,723 -64%
EIG
1100
Ellenbecker Investment Group
Wisconsin
$1.2M +$3.76K +21 +0.4%
42 43
44
45 46