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iShares Russell 2000 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
UWPG
1651
Ullmann Wealth Partners Group
Florida
$607K – – –
Sapient Capital
1652
Sapient Capital
Indiana
$607K +$63.9K +260 +12%
BSB
1653
Bangor Savings Bank
Maine
$605K +$3.93K +16 +0.7%
ECAM
1654
East Coast Asset Management
Massachusetts
$605K -$246 -1 -0%
Independent Advisor Alliance
1655
Independent Advisor Alliance
North Carolina
$605K +$124K +506 +26%
CAM
1656
Chesapeake Asset Management
New York
$604K – – –
Luther King Capital Management (LKCM)
1657
Luther King Capital Management (LKCM)
Texas
$604K – – –
UFAC
1658
Urban Financial Advisory Corp
Illinois
$598K +$2.21K +9 +0.4%
CNTOF
1659
Canandaigua National Trust of Florida
New York
$597K -$15K -61 -2%
BFG
1660
Berger Financial Group
Minnesota
$595K -$18.9K -77 -3%
LOWM
1661
Laurel Oak Wealth Management
New Jersey
$594K +$593K +2,414 New
TIA
1662
Tiemann Investment Advisors
California
$594K -$773K -3,143 -57%
BEAM
1663
Baker Ellis Asset Management
Washington
$593K – – –
BCM
1664
Buckhead Capital Management
Georgia
$590K +$267K +1,087 +83%
Evelyn Partners Investment Management
1665
Evelyn Partners Investment Management
$590K – – –
EWS
1666
Evergreen Wealth Solutions
Pennsylvania
$589K +$588K +2,392 New
WWP
1667
Wise Wealth Partners
Arizona
$585K – – –
HWM
1668
Hohimer Wealth Management
Washington
$585K – – –
CPCM
1669
Cardinal Point Capital Management
Ontario, Canada
$583K -$198K -804 -25%
RWC
1670
Rare Wolf Capital
Washington
$583K +$582K +2,369 New
CCA
1671
Carrera Capital Advisors
Michigan
$581K -$492 -2 -0.1%
CCG
1672
Cypress Capital Group
Florida
$581K – – –
CWWM
1673
Curry Webb Wealth Management
Indiana
$580K +$579K +2,356 New
GBWM
1674
Granite Bay Wealth Management
New Hampshire
$573K -$64.7K -263 -10%
CWM
1675
Cordatus Wealth Management
Pennsylvania
$571K +$571K +2,321 New