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iShares Russell 2000 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SCA
1151
Snowden Capital Advisors
New York
$617K -$45.7K -261 -8%
BWM
1152
BigSur Wealth Management
Florida
$616K +$262K +1,500 +91%
CCM
1153
Coe Capital Management
Illinois
$615K -$21.9K -125 -4%
OWA
1154
Octavia Wealth Advisors
Ohio
$614K +$548K +3,132 New
CFG
1155
Cooper Financial Group
California
$611K +$204K +1,166 +60%
PTB
1156
Pioneer Trust Bank
Oregon
$605K – – –
KTA
1157
Keeley-Teton Advisors
Illinois
$605K +$47.2K +270 +10%
KIA
1158
KCM Investment Advisors
California
$600K +$43.7K +250 +9%
MP
1159
McDonald Partners
Ohio
$600K +$536K +3,062 New
SDWMA
1160
Schneider Downs Wealth Management Advisors
Pennsylvania
$599K -$78.7K -450 -13%
SFS
1161
Strategic Financial Services
New York
$599K -$25.4K -145 -5%
LFG
1162
Larson Financial Group
Missouri
$599K -$16.8K -96 -3%
PAM
1163
Private Asset Management
California
$585K -$86.6K -495 -14%
GPC
1164
Garrison Point Capital
California
$585K – – –
MWM
1165
Mattern Wealth Management
Kansas
$579K +$35K +200 +7%
LW
1166
Linscomb Wealth
Texas
$579K +$89.2K +510 +21%
FMN
1167
Financial Management Network
California
$578K +$472K +2,698 New
WAG
1168
Winthrop Advisory Group
Massachusetts
$574K -$7.35K -42 -1%
AFG
1169
Allegheny Financial Group
Pennsylvania
$573K +$511K +2,921 New
Chevy Chase Trust
1170
Chevy Chase Trust
Maryland
$572K -$1.31M -7,497 -72%
CWM
1171
Calamos Wealth Management
Illinois
$572K – – –
BHTS
1172
Bar Harbor Trust Services
Maine
$569K – – –
VFG
1173
V2 Financial group
Illinois
$569K +$508K +2,902 New
GT
1174
Greenleaf Trust
Michigan
$567K -$233K -1,334 -32%
RWA
1175
RGT Wealth Advisors
Texas
$565K +$504K +2,880 New