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iShares Russell 2000 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HWM
901
Howard Wealth Management
Connecticut
$702K +$4.66K +31 +0.7%
PCM
902
Pointe Capital Management
Michigan
$701K -$50.2K -334 -7%
SF
903
Summit Financial
New Jersey
$701K – – –
SWA
904
Stratos Wealth Advisors
Ohio
$699K -$547K -3,634 -44%
CG
905
Caprock Group
Idaho
$698K +$35.7K +237 +5%
22CM
906
20/20 Capital Management
California
$697K -$139K -921 -17%
PMFA
907
Plante Moran Financial Advisors
Michigan
$696K +$39.6K +263 +6%
HPWM
908
Highland Private Wealth Management
Washington
$689K +$903 +6 +0.1%
SCA
909
Stonebridge Capital Advisors
Minnesota
$685K -$22.6K -150 -3%
JGC
910
J. Goldman & Co
New York
$675K -$4.71M -31,306 -87%
Financial Engines Advisors
911
Financial Engines Advisors
California
$674K -$11.9K -79 -2%
BCM
912
Bourgeon Capital Management
Connecticut
$674K – – –
VR
913
Viridian RIA
Washington
$674K – – –
RCWMU
914
Rothschild & Co Wealth Management (UK)
United Kingdom
$673K -$366K -2,435 -35%
GFS
915
GYL Financial Synergies
Connecticut
$665K -$7.97K -53 -1%
SCM
916
Shelton Capital Management
Colorado
$655K -$715K -4,750 -52%
WTB
917
Washington Trust Bank
Washington
$654K +$75.8K +504 +13%
NIM
918
Nicollet Investment Management
Minnesota
$644K – – –
OFG
919
Oxford Financial Group
Indiana
$643K -$5.26K -35 -0.8%
ECM
920
Elgethun Capital Management
South Dakota
$640K – – –
LC
921
LCNB Corp
Ohio
$638K -$15K -100 -2%
AWS
922
AJ Wealth Strategies
New York
$637K -$4.21K -28 -0.7%
IP
923
Investment Partners
Ohio
$637K +$150 +1 +0%
SVWAG
924
Sound View Wealth Advisors Group
Georgia
$636K +$49.5K +329 +8%
PMG
925
ProVise Management Group
Florida
$634K – – –