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iShares Russell 2000 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SPFA
651
Summit Place Financial Advisors
New Jersey
$2.89M -$903K -5,075 -23%
WWC
652
Waypoint Wealth Counsel
Georgia
$2.88M +$2.94M +16,541 New
BWA
653
Beam Wealth Advisors
Louisiana
$2.88M +$214K +1,205 +8%
PWP
654
Pursue Wealth Partners
California
$2.88M +$1.87M +10,510 +175%
NHC
655
Nicholas Hoffman & Company
Georgia
$2.88M +$8.36K +47 +0.3%
SPC
656
Sigma Planning Corp
Michigan
$2.86M +$618K +3,477 +27%
LF
657
LifeSteps Financial
California
$2.84M -$47.8K -269 -2%
CI
658
CX Institutional
Indiana
$2.83M +$269K +1,511 +10%
CCT
659
Chemung Canal Trust
New York
$2.82M -$4.62K -26 -0.2%
KP
660
Keel Point
Alabama
$2.82M +$69.7K +392 +2%
AP
661
Adero Partners
California
$2.82M +$116K +654 +4%
BWM
662
BigSur Wealth Management
Florida
$2.82M -$23.1K -130 -0.8%
JSW
663
Journey Strategic Wealth
New Jersey
$2.81M +$103K +578 +4%
CW
664
Connectus Wealth
Ohio
$2.81M -$2.46M -13,843 -46%
WCM
665
WealthBridge Capital Management
Ohio
$2.8M +$16.5K +93 +0.6%
QGA
666
Q Global Advisors
Texas
$2.79M – – –
American Century Companies
667
American Century Companies
Missouri
$2.79M +$622K +3,500 +28%
FPTW
668
Franklin, Parlapiano, Turner & Welch
Texas
$2.79M – – –
LWM
669
Lyell Wealth Management
California
$2.77M -$49.3K -277 -2%
Polen Capital Management
670
Polen Capital Management
Florida
$2.77M +$458K +2,577 +19%
SCM
671
SCS Capital Management
Massachusetts
$2.77M +$881K +4,953 +45%
HCC
672
Hirtle Callaghan & Co
Pennsylvania
$2.76M +$71.3K +401 +3%
BFEC
673
Benjamin F. Edwards & Company
Missouri
$2.75M +$13.3K +75 +0.5%
VVP
674
Venture Visionary Partners
Ohio
$2.74M -$80.6K -453 -3%
HIP
675
HUB Investment Partners
Texas
$2.74M +$484K +2,720 +21%