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iShares Russell 2000 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWE
901
Avidian Wealth Enterprises
Texas
$268K -$94.4K -682 -26%
CHJWM
902
Carlton Hofferkamp & Jenks Wealth Management
Texas
$268K
Luther King Capital Management (LKCM)
903
Luther King Capital Management (LKCM)
Texas
$266K
DWA
904
Douglass Winthrop Advisors
New York
$264K +$260K +1,875 New
AFS
905
Access Financial Services
Minnesota
$263K
SHGA
906
Sand Hill Global Advisors
California
$262K +$31.1K +225 +14%
AA
907
Alesco Advisors
New York
$261K
VCM
908
Vision Capital Management
Oregon
$260K -$113K -815 -31%
CTA
909
Chesley Taft & Associates
Illinois
$259K
JWM
910
Jacobus Wealth Management
Wisconsin
$259K +$26.3K +190 +12%
Koshinski Asset Management
911
Koshinski Asset Management
Illinois
$258K -$17.3K -125 -6%
CF
912
Corrigan Financial
Rhode Island
$258K -$22.8K -165 -8%
JFA
913
JNBA Financial Advisors
Minnesota
$257K -$15.1K -109 -6%
QC
914
QCM Cayman
Texas
$257K +$253K +1,826 New
BA
915
BKS Advisors
Michigan
$256K
FG
916
Fiduciary Group
Georgia
$255K
SBL
917
Sargent Bickham Lagudis
Colorado
$250K -$110K -792 -31%
PPCM
918
Pillar Pacific Capital Management
California
$250K +$6.23K +45 +3%
MWM
919
Meridian Wealth Management
Kentucky
$250K +$8.58K +62 +4%
OIA
920
OneDigital Investment Advisors
Kansas
$250K +$245K +1,771 New
HT
921
HighTower Trust
Texas
$248K +$244K +1,761 New
WSCM
922
Wellington Shields Capital Management
New York
$247K
DSC
923
Duncker Streett & Co
Missouri
$247K +$55.4K +400 +30%
AA
924
Apriem Advisors
California
$246K -$132K -954 -35%
MWM
925
Modera Wealth Management
New Jersey
$245K -$6.92K -50 -3%