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iShares Russell 2000 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Betterment LLC
1526
Betterment LLC
New York
$225K +$201K +1,147 New
LDB
1527
Lee, Danner & Bass
Tennessee
$225K +$201K +1,149 New
ISWM
1528
Independent Solutions Wealth Management
New York
$224K +$200K +1,144 New
BO
1529
Bank OZK
Arkansas
$224K +$199K +1,140 New
PFA
1530
Paradigm Financial Advisors
Missouri
$224K +$200K +1,143 New
HWM
1531
Hohimer Wealth Management
Washington
$222K +$198K +1,131 New
PFA
1532
Pure Financial Advisors
California
$220K +$196K +1,120 New
FFA
1533
First Foundation Advisors
California
$220K +$196K +1,121 New
TWM
1534
Triton Wealth Management
Arizona
$219K -$1.33M -7,624 -87%
EWM
1535
Executive Wealth Management
Michigan
$219K +$196K +1,119 New
BG
1536
Bollard Group
Massachusetts
$218K -$66.8K -382 -26%
STB
1537
S&T Bank
Pennsylvania
$218K +$194K +1,111 New
BA
1538
Bluesphere Advisors
Pennsylvania
$218K +$195K +1,116 New
TCOV
1539
Trust Company of Vermont
Vermont
$217K +$35.3K +202 +22%
SWM
1540
Stockman Wealth Management
Montana
$217K +$194K +1,107 New
1W
1541
1776 Wealth
Georgia
$216K +$192K +1,100 New
BST
1542
Bath Savings Trust
Maine
$216K +$192K +1,100 New
EWM
1543
EPG Wealth Management
Georgia
$216K +$193K +1,102 New
ACM
1544
Arlington Capital Management
Illinois
$214K +$191K +1,089 New
BWP
1545
Baldwin Wealth Partners
Massachusetts
$213K – – –
CAN
1546
Claraphi Advisory Network
United States
$213K +$190K +1,085 New
LS
1547
Leelyn Smith
Illinois
$212K +$158K +904 +511%
FPGK
1548
Financial Partners Group (Kansas)
Kansas
$212K +$175K +999 New
SCA
1549
STALEY CAPITAL ADVISERS
Pennsylvania
$211K +$188K +1,075 New
MWM
1550
Maltin Wealth Management
New Jersey
$211K +$188K +1,076 New