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iShares Russell 2000 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DI
676
Disciplined Investments
Oklahoma
$3.12M +$87.5K +389 +3%
CAS
677
Cascadia Advisory Services
Oregon
$3.12M +$94.7K +421 +3%
CA
678
Continuum Advisory
Idaho
$3.11M +$802K +3,568 +36%
SHWM
679
Smith & Howard Wealth Management
Georgia
$3.09M -$66.3K -295 -2%
BAM
680
Berkshire Asset Management
Pennsylvania
$3.09M -$35.1K -156 -1%
AC
681
Aperimus Capital
California
$3.08M -$5.58M -24,800 -65%
AWM
682
Aprio Wealth Management
Georgia
$3.08M +$3.02M +13,441 New
B
683
Bailard
California
$3.06M -$79.1K -352 -3%
OPS
684
Orion Portfolio Solutions
Nebraska
$3.05M +$53.3K +237 +2%
OPWM
685
Oakwell Private Wealth Management
Texas
$3.05M +$48.6K +216 +2%
ATWA
686
Arbor Trust Wealth Advisors
Michigan
$3.02M +$450 +2 +0%
BRWA
687
B. Riley Wealth Advisors
Florida
$3.01M +$104K +461 +4%
DTC
688
Davidson Trust Company
Washington
$3M
SG
689
StoneX Group
New York
$3M +$223K +992 +8%
ZCM
690
Ziegler Capital Management
Illinois
$2.99M -$5.98M -26,590 -98%
BFEC
691
Benjamin F. Edwards & Company
Missouri
$2.98M -$72.8K -324 -2%
LFAS
692
Level Four Advisory Services
Texas
$2.98M +$193K +858 +7%
EIA
693
Eldridge Investment Advisors
New Hampshire
$2.97M +$11.2K +50 +0.4%
IBOK
694
Independence Bank of Kentucky
Kentucky
$2.97M +$360K +1,602 +14%
FIA
695
Foundations Investment Advisors
Arizona
$2.97M +$295K +1,314 +11%
AWE
696
Avidian Wealth Enterprises
Texas
$2.95M +$106K +470 +4%
CC
697
Cedar Capital
Illinois
$2.94M -$3.13M -13,921 -52%
Zurich Cantonal Bank
698
Zurich Cantonal Bank
Switzerland
$2.92M -$689K -3,064 -19%
HI
699
HBK Investments
Texas
$2.9M +$2.84M +12,628 New
VWM
700
Valley Wealth Managers
New Jersey
$2.88M -$22.3K -99 -0.8%