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iShares Russell 2000 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SSWM
1351
Smith Salley Wealth Management
North Carolina
$375K +$334K +1,908 New
CWA
1352
Clarus Wealth Advisors
Arizona
$373K +$314K +1,796 New
SW
1353
SkyOak Wealth
Michigan
$372K -$175 -1 -0.1%
CSIC
1354
Clifford Swan Investment Counsel
California
$369K -$70K -400 -18%
SXL
1355
Summit X LLC
Missouri
$369K +$328K +1,873 New
MWM
1356
Madison Wealth Management
Ohio
$367K +$327K +1,869 New
CAG
1357
Csenge Advisory Group
Florida
$366K -$42.3K -242 -11%
SCM
1358
Schnieders Capital Management
California
$366K -$17.5K -100 -5%
CAM
1359
Congress Asset Management
Massachusetts
$366K +$327K +1,869 New
WFA
1360
Wells Financial Advisors
Massachusetts
$365K +$325K +1,860 New
CTA
1361
Chesley Taft & Associates
Illinois
$363K – – –
TCOO
1362
Trust Company of Oklahoma
Oklahoma
$363K – – –
RPWA
1363
Regent Peak Wealth Advisors
Georgia
$362K – – –
HR
1364
Hayden Royal
North Carolina
$359K -$1.28M -7,330 -80%
PWMAG
1365
Pinnacle Wealth Management Advisory Group
New Jersey
$357K -$1.22M -6,965 -79%
APSP
1366
Asset Planning Services (Pennsylvania)
Pennsylvania
$355K -$304K -1,736 -49%
SAM
1367
Seelaus Asset Management
New Jersey
$355K +$175 +1 +0.1%
HS
1368
Horan Securities
United States
$354K +$3.5K +20 +1%
RMA
1369
Roffman Miller Associates
Pennsylvania
$354K +$12.9K +74 +4%
KBFS
1370
Kohmann Bosshard Financial Services
Ohio
$353K +$36.4K +208 +13%
PBO
1371
Peoples Bank (Ohio)
Ohio
$352K +$4.9K +28 +2%
FIB
1372
First Interstate Bank
Montana
$351K -$3.15K -18 -1%
Federated Hermes
1373
Federated Hermes
Pennsylvania
$350K +$268K +1,531 +600%
SAM
1374
Southernsun Asset Management
Tennessee
$350K +$312K +1,784 New
OWP
1375
Obermeyer Wealth Partners
Colorado
$348K – – –