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iShares Russell 2000 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IIC
1526
Ironwood Investment Counsel
Arizona
$319K +$326K +1,831 New
FCIM
1527
Fairview Capital Investment Management
California
$319K – – –
TFA
1528
Toth Financial Advisory
Virginia
$319K +$64.7K +364 +25%
RMA
1529
Roffman Miller Associates
Pennsylvania
$319K +$5.87K +33 +2%
CCM
1530
Chilton Capital Management
Texas
$318K – – –
BMC
1531
Beaton Management Company
Massachusetts
$318K – – –
SFG
1532
Sage Financial Group
Pennsylvania
$317K -$5.16K -29 -2%
P
1533
&Partners
Tennessee
$317K – – –
HT
1534
HighTower Trust
Texas
$315K -$10.5K -59 -3%
SW
1535
SkyOak Wealth
Michigan
$315K +$321K +1,806 New
PP
1536
Prosperity Planning
Missouri
$314K – – –
SPWM
1537
Schrum Private Wealth Management
Florida
$314K – – –
RWMG
1538
Redwood Wealth Management Group
New Jersey
$314K +$320K +1,799 New
BWA
1539
BDO Wealth Advisors
Florida
$313K +$8.89K +50 +3%
PWP
1540
Principle Wealth Partners
Connecticut
$313K -$23.7K -133 -7%
DFC
1541
DB Fitzpatrick & Co
Idaho
$313K -$21.9K -123 -6%
RP
1542
Rice Partnership
Hawaii
$312K +$8K +45 +3%
AUB
1543
Atlantic Union Bankshares
Virginia
$311K -$17.8K -100 -5%
WCM
1544
Wealthcare Capital Management
Virginia
$310K – – –
FSA
1545
Financial Services Advisory
Maryland
$310K +$316K +1,776 New
SS
1546
Simplicity Solutions
Minnesota
$309K -$34.1K -192 -10%
LA
1547
LexAurum Advisors
Kansas
$309K +$8.54K +48 +3%
BWM
1548
BerganKDV Wealth Management
Minnesota
$308K +$19.6K +110 +7%
TA
1549
Trellis Advisors
Washington
$308K -$1.25K -7 -0.4%
Kovitz Investment Group Partners
1550
Kovitz Investment Group Partners
Illinois
$307K -$7.29K -41 -2%