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iShares Russell 2000 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAM
1401
Clark Asset Management
New Hampshire
$830K -$27.1K -105 -3%
MA
1402
Marquette Associates
Illinois
$822K +$855K +3,313 New
PCS
1403
Personal CFO Solutions
New Jersey
$821K -$14.4M -55,831 -94%
SL
1404
Sentry LLC
Tennessee
$820K -$34.8K -135 -4%
SMA
1405
Seven Mile Advisory
New Jersey
$818K +$851K +3,300 New
RFA
1406
Resurgent Financial Advisors
Georgia
$817K +$5.16K +20 +0.6%
IP
1407
Intellectus Partners
California
$816K -$141K -547 -14%
APIM
1408
Agate Pass Investment Management
Washington
$815K -$13.2K -51 -2%
SSWM
1409
Smith Salley Wealth Management
North Carolina
$815K -$81.3K -315 -9%
BWM
1410
Baron Wealth Management
Michigan
$814K +$1.29K +5 +0.2%
SWM
1411
Sentinel Wealth Management
Virginia
$814K
Aberdeen Group
1412
Aberdeen Group
United Kingdom
$814K +$122K +472 +17%
LWM
1413
Lionshead Wealth Management
New York
$814K -$12.9K -50 -2%
SPI
1414
Strategic Planning Inc
Ohio
$813K +$846K +3,280 New
NG
1415
NWK Group
California
$813K +$9.29K +36 +1%
HPA
1416
High Probability Advisors
New York
$812K
CCG
1417
Coastwise Capital Group
California
$811K -$1.29K -5 -0.2%
MGW
1418
MB Generational Wealth
Washington
$811K
SIM
1419
Stratos Investment Management
Ohio
$810K +$332K +1,287 +65%
HI
1420
Horizon Investments
North Carolina
$810K +$418K +1,622 +99%
WIC
1421
Woodmont Investment Counsel
Tennessee
$808K -$47.7K -185 -5%
OIS
1422
Okabena Investment Services
Minnesota
$808K +$100K +388 +14%
FFM
1423
Forum Financial Management
Illinois
$807K -$36.6K -142 -4%
RIA
1424
RPG Investment Advisory
California
$806K +$2.58K +10 +0.3%
CC
1425
Cultivar Capital
Texas
$806K +$9.29K +36 +1%