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iShares Russell 2000 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BDF
1076
Balasa Dinverno & Foltz
$698K – – –
AT
1077
American Trust
Kentucky
$698K +$62.7K +344 +9%
WDL
1078
Well Done LLC
Michigan
$692K +$14.8K +81 +2%
GIM
1079
Goelzer Investment Management
Indiana
$691K +$145K +797 +24%
DE
1080
Day & Ennis
Georgia
$690K – – –
HCM
1081
HM Capital Management
Missouri
$690K – – –
H
1082
HoyleCohen
California
$689K -$86.1K -472 -10%
LC
1083
LCNB Corp
Ohio
$689K -$19.3K -106 -2%
BWCS
1084
Beirne Wealth Consulting Services
Connecticut
$685K +$3.46K +19 +0.5%
RWA
1085
Ropes Wealth Advisors
Massachusetts
$683K -$382K -2,094 -34%
AssetMark Inc
1086
AssetMark Inc
California
$680K +$109K +600 +17%
AWA
1087
Arkadios Wealth Advisors
Georgia
$680K +$300K +1,645 +66%
NFG
1088
Nations Financial Group
Iowa
$678K +$67.3K +369 +10%
AWM
1089
AAF Wealth Management
Massachusetts
$674K -$20.8K -114 -3%
FIB
1090
First Interstate Bank
Montana
$669K -$15K -82 -2%
FF
1091
Francis Financial
$668K -$101K -552 -12%
RZH
1092
Relyea Zuckerberg Hanson
Connecticut
$667K -$212K -1,162 -22%
AGP
1093
Autumn Glory Partners
Texas
$667K -$17.1K -94 -2%
PWLP
1094
Prio Wealth Limited Partnership
Massachusetts
$665K +$5.47K +30 +0.7%
LFS
1095
Lutz Financial Services
Nebraska
$664K – – –
LWA
1096
LWS Wealth Advisors
New Jersey
$662K -$140K -765 -16%
LWCFA
1097
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$661K – – –
CG
1098
Castellan Group
Kentucky
$660K -$638K -3,500 -47%
MIM
1099
Montgomery Investment Management
Maryland
$660K – – –
AFO
1100
Allie Family Office
Florida
$658K – – –