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iShares Russell 2000 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
COCM
1126
Charter Oak Capital Management
New Hampshire
$993K -$14.9K -66 -1%
FBFS
1127
First Business Financial Services
Wisconsin
$991K – – –
SWA
1128
Sutton Wealth Advisors
Florida
$991K +$74.6K +330 +8%
Federated Hermes
1129
Federated Hermes
Pennsylvania
$990K -$674K -2,985 -40%
MJRIC
1130
Mogy Joel R Investment Counsel
California
$990K +$768K +3,400 +324%
AFP
1131
Advus Financial Partners
Florida
$979K -$3.84K -17 -0.4%
LOPW
1132
Live Oak Private Wealth
North Carolina
$976K -$7.46K -33 -0.7%
AWM
1133
AAF Wealth Management
Massachusetts
$975K -$10.8K -48 -1%
KPCM
1134
Kings Point Capital Management
New York
$971K +$197K +870 +25%
MRWM
1135
ML&R Wealth Management
Texas
$971K +$987K +4,366 New
ECM
1136
Elgethun Capital Management
South Dakota
$970K +$6.1K +27 +0.6%
CT
1137
Caldwell Trust
Florida
$969K – – –
BAM
1138
Bruderman Asset Management
New York
$966K -$2.33M -10,307 -70%
LC
1139
LCNB Corp
Ohio
$960K +$27.6K +122 +3%
TDC
1140
Thompson Davis & Co
Virginia
$958K +$973K +4,305 New
PWLP
1141
Prio Wealth Limited Partnership
Massachusetts
$957K – – –
VR
1142
Viridian RIA
Washington
$957K +$972K +4,302 New
ACM
1143
Advisors Capital Management
New Jersey
$956K +$78.2K +346 +9%
BWCS
1144
Beirne Wealth Consulting Services
Connecticut
$951K -$257K -1,137 -21%
TP
1145
Tranquility Partners
Tennessee
$949K +$380K +1,683 +65%
GFS
1146
GYL Financial Synergies
Connecticut
$948K – – –
PMG
1147
ProVise Management Group
Florida
$947K +$5.42K +24 +0.6%
AWM
1148
Aprio Wealth Management
Georgia
$945K -$1.97M -8,702 -67%
FG
1149
Fiduciary Group
Georgia
$941K -$30.5K -135 -3%
KJHP
1150
K.J. Harrison & Partners
Ontario, Canada
$936K +$249K +1,100 +35%