John Marshall Bancorp, Inc. [Rocket]

Ownership

John Marshall Bancorp, Inc.

Portfolio as of:

Name	Shares	Change	Value	% Port	% OS	Hist	Date
BlackRock Inc.	807,610	42,582	16,224,885,000	0.00	5.72	Hist	06/30/2023
TOTH FINANCIAL ADVISORY CORP	447,956	-19,870	12,892,174,000	2.09	3.18	Hist	12/31/2022
VANGUARD GROUP INC	574,084	6,100	11,533,348,000	0.00	4.06	Hist	06/30/2023
EVERMAY WEALTH MANAGEMENT LLC	332,087	0	6,737,015,000	1.30	2.35	Hist	06/30/2023
GEODE CAPITAL MANAGEMENT, LLC	238,920	17,614	4,799,902,000	0.00	1.69	Hist	06/30/2023
STATE STREET CORP	184,025	19,169	3,737,265,000	0.00	1.30	Hist	06/30/2023
Elizabeth Park Capital Advisors, Ltd.	176,071	0	3,537,266,000	2.58	1.25	Hist	06/30/2023
BROWN ADVISORY INC	130,098	3,275	2,810,117,000	0.00	0.92	Hist	03/31/2023
NORTHERN TRUST CORP	97,834	5,504	1,965,485,000	0.00	0.69	Hist	06/30/2023
Cresset Asset Management, LLC	75,234	0	1,528,008,000	0.00	0.53	Hist	06/30/2023
BANK OF AMERICA CORP /DE/	73,958	-3,433	1,485,816,000	0.00	0.52	Hist	06/30/2023
Halpern Financial, Inc.	49,730	49,730	887,681,000	0.31	0.35	Hist	09/30/2023
Bank of New York Mellon Corp	42,871	2,308	861,279,000	0.00	0.30	Hist	06/30/2023
CIBC Private Wealth Group, LLC	41,212	0	827,949,000	0.00	0.29	Hist	06/30/2023
Laidlaw Wealth Management LLC	33,971	-17,716	733,774,000	0.15	0.24	Hist	03/31/2023
FIRST TRUST ADVISORS LP	31,067	285	624,136,000	0.00	0.22	Hist	06/30/2023
Nuveen Asset Management, LLC	26,753	0	537,468,000			Hist	06/30/2023
PATTON ALBERTSON MILLER GROUP, LLC	18,751	0	376,708,000	0.07	0.13	Hist	06/30/2023
ROYAL BANK OF CANADA	18,539	16,856	373,000,000	0.00	0.13	Hist	06/30/2023
Mariner, LLC	17,399	-7,512	349,546,000	0.00	0.12	Hist	06/30/2023
RHUMBLINE ADVISERS	17,249	64	346,532,000	0.00	0.12	Hist	06/30/2023
LINCOLN NATIONAL CORP	11,740	11,740	337,877,000	0.01	0.08	Hist	12/31/2022
UBS Group AG	15,941	2,597	320,255,000	0.00	0.11	Hist	06/30/2023
Mesirow Financial Investment Management, Inc.	9,399	9,399	270,503,000	1.14	0.07	Hist	12/31/2022
MADISON WEALTH MANAGEMENT	12,542	-5,717	251,969,000	0.05	0.09	Hist	06/30/2023
Lido Advisors, LLC	12,500	12,500	251,125,000	0.00	0.09	Hist	06/30/2023
MORGAN STANLEY	12,216	5,964	245,419,000	0.00	0.09	Hist	06/30/2023
JPMORGAN CHASE & CO	10,843	1,982	217,836,000	0.00	0.08	Hist	06/30/2023
CITADEL ADVISORS LLC	10,376	10,376	208,454,000	0.00	0.07	Hist	06/30/2023
WELLS FARGO & COMPANY/MN	10,092	1,187	202,749,000	0.00	0.07	Hist	06/30/2023
MetLife Investment Management, LLC	6,643	0	133,458,000	0.00	0.05	Hist	06/30/2023
DEUTSCHE BANK AG\	6,187	-620	124,297,000	0.00	0.04	Hist	06/30/2023
AMERICAN INTERNATIONAL GROUP, INC.	5,999	426	120,520,000	0.00	0.04	Hist	06/30/2023
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	4,146	-148	83,293,000	0.00	0.03	Hist	06/30/2023
CITIGROUP INC	3,710	3,708	74,534,000	0.00	0.03	Hist	06/30/2023
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