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iShares Russell 2000 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IPW
1651
Inlet Private Wealth
Florida
$262K
ZIG
1652
Zuckerman Investment Group
Illinois
$262K
SAM
1653
SP Asset Management
California
$262K +$408 +2 +0.2%
IAMOG
1654
Investors Asset Management of Georgia
Georgia
$262K +$261K +1,278 New
WMS
1655
Wealth Management Solutions
Pennsylvania
$260K -$120K -588 -32%
SFA
1656
Source Financial Advisors
New York
$258K -$203K -996 -44%
HCA
1657
Horan Capital Advisors
Ohio
$258K
KFC
1658
Klingenstein Fields & Co
New York
$257K
MAG
1659
Mayfair Advisory Group
Alabama
$257K
JWM
1660
JGP Wealth Management
Oregon
$256K -$25.5K -125 -9%
FM
1661
Foster & Motley
Ohio
$254K -$3.67K -18 -1%
SDAM
1662
Shulman DeMeo Asset Management
New York
$254K +$408 +2 +0.2%
LWP
1663
Laurel Wealth Planning
Minnesota
$253K
VFP
1664
Verus Financial Partners
Virginia
$253K +$262K +1,286 New
JWS
1665
Juncture Wealth Strategies
Arizona
$252K -$549K -2,690 -69%
FWM
1666
FSA Wealth Management
Massachusetts
$252K
GGS
1667
Galvin Gaustad & Stein
Arizona
$251K -$85.3K -418 -25%
AOWM
1668
Alpha Omega Wealth Management
Virginia
$251K
SEP
1669
Southland Equity Partners
Missouri
$250K -$23.5K -115 -9%
CAN
1670
Claraphi Advisory Network
United States
$250K -$27.1K -133 -10%
TI
1671
Truepoint Inc
Ohio
$250K -$3.67K -18 -1%
VBWMG
1672
Von Berge Wealth Management Group
California
$250K +$204 +1 +0.1%
FCT
1673
First Community Trust
Iowa
$249K
MHR
1674
Matthew Hamilton Rosenberg
$249K
Polen Capital Management
1675
Polen Capital Management
Florida
$249K +$248K +1,215 New