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iShares Russell 2000 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Wilbanks Smith & Thomas Asset Management
301
Wilbanks Smith & Thomas Asset Management
Virginia
$13.5M -$241K -1,347 -2%
CFS
302
Commonwealth Financial Services
West Virginia
$13.5M +$5.04M +28,110 +72%
BOK Financial
303
BOK Financial
Oklahoma
$13.5M +$1.71M +9,568 +17%
PIC
304
Platt Investment Counsel
Florida
$13.4M -$2.74M -15,303 -19%
Lincoln National Corp
305
Lincoln National Corp
Pennsylvania
$13.4M +$123K +686 +1%
F.L. Putnam Investment Management
306
F.L. Putnam Investment Management
Massachusetts
$13.4M -$99.6K -556 -0.8%
SC
307
Sierra Capital
Florida
$13.2M +$29K +162 +0.2%
Pictet Asset Management
308
Pictet Asset Management
Switzerland
$13.2M +$11.8M +66,000 New
United Capital Financial Advisors
309
United Capital Financial Advisors
Texas
$13.2M -$1.71M -9,527 -13%
SIC
310
Sigma Investment Counselors
Michigan
$13.2M -$266K -1,482 -2%
AI
311
Atom Investors
Texas
$13M -$4.45M -24,864 -28%
IFAM
312
Institutional & Family Asset Management
Colorado
$13M -$1.35M -7,548 -10%
Stephens Inc
313
Stephens Inc
Arkansas
$13M +$172K +961 +2%
SteelPeak Wealth
314
SteelPeak Wealth
California
$12.8M -$1.26M -7,047 -10%
LCM
315
LCM Capital Management
Illinois
$12.7M +$377K +2,105 +3%
Mesirow Financial Investment Management
316
Mesirow Financial Investment Management
Illinois
$12.7M +$15.1M +84,496 New
Meridian Wealth Management
317
Meridian Wealth Management
Kentucky
$12.7M -$11.2M -62,627 -50%
SWPG
318
Strategic Wealth Partners Group
Illinois
$12.7M -$136K -758 -1%
MCM
319
Manchester Capital Management
Vermont
$12.6M +$2.59M +14,448 +30%
Copeland Capital Management
320
Copeland Capital Management
Pennsylvania
$12.6M +$9.44M +52,667 +530%
TAM
321
Titleist Asset Management
Texas
$12.5M +$393K +2,195 +4%
MCF Advisors
322
MCF Advisors
Kentucky
$12.5M +$231K +1,287 +2%
Belpointe Asset Management
323
Belpointe Asset Management
Nevada
$12.4M +$1.12M +6,245 +11%
Conning Inc
324
Conning Inc
Connecticut
$12.4M – – –
DCM
325
Dimension Capital Management
Florida
$12.3M -$3.06M -17,077 -22%