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iShares Russell 2000 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MG
901
McCutchen Group
Washington
$270K – – –
DWM
902
Doyle Wealth Management
Florida
$269K -$77.4K -559 -23%
CCG
903
Cypress Capital Group
Florida
$269K -$3.46K -25 -1%
MM
904
Meridian Management
Arkansas
$269K +$9.96K +72 +4%
AWE
905
Avidian Wealth Enterprises
Texas
$268K -$94.4K -682 -26%
CHJWM
906
Carlton Hofferkamp & Jenks Wealth Management
Texas
$268K – – –
Luther King Capital Management (LKCM)
907
Luther King Capital Management (LKCM)
Texas
$266K – – –
DWA
908
Douglass Winthrop Advisors
New York
$264K +$260K +1,875 New
AFS
909
Access Financial Services
Minnesota
$263K – – –
SHGA
910
Sand Hill Global Advisors
California
$262K +$31.1K +225 +14%
AA
911
Alesco Advisors
New York
$261K – – –
VCM
912
Vision Capital Management
Oregon
$260K -$113K -815 -31%
CTA
913
Chesley Taft & Associates
Illinois
$259K – – –
JWM
914
Jacobus Wealth Management
Wisconsin
$259K +$26.3K +190 +12%
Koshinski Asset Management
915
Koshinski Asset Management
Illinois
$258K -$17.3K -125 -6%
CF
916
Corrigan Financial
Rhode Island
$258K -$22.8K -165 -8%
JFA
917
JNBA Financial Advisors
Minnesota
$257K -$15.1K -109 -6%
QC
918
QCM Cayman
Texas
$257K +$253K +1,826 New
BA
919
BKS Advisors
Michigan
$256K – – –
FG
920
Fiduciary Group
Georgia
$255K – – –
SBL
921
Sargent Bickham Lagudis
Colorado
$250K -$110K -792 -31%
PPCM
922
Pillar Pacific Capital Management
California
$250K +$6.23K +45 +3%
MWM
923
Meridian Wealth Management
Kentucky
$250K +$8.58K +62 +4%
OIA
924
OneDigital Investment Advisors
Kansas
$250K +$245K +1,771 New
HT
925
HighTower Trust
Texas
$248K +$244K +1,761 New