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iShares Russell 2000 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WJWM
501
Williams Jones Wealth Management
New York
$2.38M -$383K -2,572 -11%
Lido Advisors
502
Lido Advisors
California
$2.36M -$672K -4,506 -18%
WAP
503
Wealthcare Advisory Partners
Pennsylvania
$2.33M -$1.92M -12,853 -39%
SFG
504
Sunburst Financial Group
Alabama
$2.32M -$1.79K -12 -0.1%
DI
505
DAGCO Inc
Ohio
$2.32M -$133K -890 -4%
DAS
506
Dynamic Advisor Solutions
Arizona
$2.3M -$4.9M -32,838 -62%
AW
507
Alpha Windward
Massachusetts
$2.3M +$150K +1,007 +5%
MUAMU
508
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$2.29M +$2.98M +20,000 New
HCM
509
Hollencrest Capital Management
California
$2.28M +$99K +664 +3%
MAS
510
Madden Advisory Services
Florida
$2.27M +$2.7M +18,105 +1,020%
FMT
511
First Mercantile Trust
Tennessee
$2.25M +$2.94M +19,695 New
EVM
512
Eaton Vance Management
Massachusetts
$2.25M -$357K -2,392 -11%
RIA
513
Realta Investment Advisors
Delaware
$2.25M +$412K +2,762 +16%
EAM
514
Eagle Asset Management
Florida
$2.25M -$41.9K -281 -1%
ASN
515
Advisory Services Network
Georgia
$2.22M -$89.2K -598 -3%
SPP
516
Single Point Partners
Massachusetts
$2.21M +$2.4M +16,090 +498%
LFAS
517
Level Four Advisory Services
Texas
$2.21M -$440K -2,951 -13%
VAS
518
Vestmark Advisory Solutions
Massachusetts
$2.21M +$2.87M +19,265 New
CAM
519
Cresset Asset Management
Illinois
$2.18M +$550K +3,686 +24%
WWM
520
Western Wealth Management
Colorado
$2.17M -$971K -6,510 -26%
OIS
521
Okabena Investment Services
Minnesota
$2.16M +$2.81M +18,851 New
MA
522
Montag & Associates
Georgia
$2.15M -$233K -1,562 -8%
SC
523
Sepio Capital
Utah
$2.15M +$4.17K +28 +0.1%
EWM
524
Evermay Wealth Management
Virginia
$2.15M -$67.5K -453 -2%
CCA
525
Column Capital Advisors
Indiana
$2.15M +$2.16M +14,477 +336%