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iShares Russell 2000 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFA
351
Sequoia Financial Advisors
Ohio
$10.9M -$678K -2,756 -6%
FNT
352
First National Trust
Pennsylvania
$10.7M +$645K +2,623 +6%
HWM
353
HB Wealth Management
Georgia
$10.7M -$163K -662 -1%
HIA
354
Harvest Investment Advisors
Florida
$10.7M +$455K +1,850 +4%
Fuller & Thaler Asset Management
355
Fuller & Thaler Asset Management
California
$10.7M +$8.85M +35,993 +485%
AFG
356
Atomi Financial Group
New York
$10.6M +$1.55M +6,302 +17%
FG
357
Foster Group
Iowa
$10.5M -$1.85M -7,517 -15%
LFAS
358
Level Four Advisory Services
Texas
$10.5M +$5.82M +23,666 +124%
ECM
359
Engine Capital Management
New York
$10.4M -$2.21M -9,000 -17%
XF
360
XML Financial
Maryland
$10.3M -$56.8K -231 -0.5%
FLPIM
361
F.L. Putnam Investment Management
Massachusetts
$10.3M -$223K -908 -2%
DWP
362
Daymark Wealth Partners
Ohio
$10.2M +$16.7K +68 +0.2%
CI
363
Conning Inc
Connecticut
$10.2M
HCM
364
Howard Capital Management
Georgia
$10.2M +$286K +1,162 +3%
GWM
365
Geneos Wealth Management
Colorado
$10.2M +$489K +1,987 +5%
FBB
366
Fulton Breakefield Broenniman
Maryland
$10.1M -$88.3K -359 -0.9%
GPW
367
Gray Private Wealth
Massachusetts
$10M +$510K +2,073 +5%
IFG
368
Independent Financial Group
California
$10M +$2.05M +8,358 +26%
DPI
369
Diversified Portfolios Inc
Michigan
$9.98M -$55.8K -227 -0.6%
CBB
370
Citizens Business Bank
California
$9.95M +$179K +727 +2%
GFG
371
Greenberg Financial Group
Arizona
$9.85M +$9.84M +40,023 New
SAI
372
Systematic Alpha Investments
New Jersey
$9.85M
LL
373
LPWM LLC
Minnesota
$9.83M +$1.12M +4,548 +13%
VCM
374
Vavra Capital Management
Pennsylvania
$9.68M +$9.67M +39,324 New
EWM
375
Evercore Wealth Management
New York
$9.62M +$751K +3,053 +8%