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iShares Russell 2500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
UWM
26
USAdvisors Wealth Management
Minnesota
$1.13M +$67.9K +1,042 +6%
HNB
27
Huntington National Bank
Ohio
$1.04M
CAM
28
Cresset Asset Management
Illinois
$818K +$830K +12,737 New
AWM
29
Apollon Wealth Management
South Carolina
$781K
AAS
30
Avantax Advisory Services
Texas
$753K -$19.7K -302 -3%
SWM
31
Southern Wealth Management
Texas
$711K
PAG
32
Private Advisor Group
New Jersey
$617K +$33.6K +515 +6%
5L
33
55I LLC
Massachusetts
$579K +$268K +4,119 +84%
RJA
34
Raymond James & Associates
Florida
$552K -$235K -3,604 -30%
B
35
Bridgeworth
Alabama
$522K -$5.93K -91 -1%
Creative Planning
36
Creative Planning
Kansas
$481K
TPWA
37
TRUE Private Wealth Advisors
Oregon
$480K +$2.15K +33 +0.4%
JC
38
JB Capital
Connecticut
$475K +$482K +7,400 New
Cambridge Investment Research Advisors
39
Cambridge Investment Research Advisors
Iowa
$467K +$18.9K +290 +4%
OWM
40
OneAscent Wealth Management
Alabama
$430K +$436K +6,697 New
SPC
41
Sigma Planning Corp
Michigan
$418K +$326 +5 +0.1%
JMPWA
42
JP Morgan Private Wealth Advisors
California
$374K +$195 +3 +0.1%
PWM
43
Perigon Wealth Management
California
$367K +$373K +5,718 New
FLPIM
44
F.L. Putnam Investment Management
Massachusetts
$355K +$42.7K +655 +13%
Osaic Holdings
45
Osaic Holdings
Arizona
$325K +$144K +2,213 +78%
IWS
46
Insight Wealth Strategies
California
$308K +$1.11K +17 +0.4%
ASN
47
Advisory Services Network
Georgia
$305K +$38.2K +586 +14%
FCM
48
Firestone Capital Management
Florida
$265K
RJFSA
49
Raymond James Financial Services Advisors
Florida
$251K +$254K +3,902 New
SEP
50
Southland Equity Partners
Missouri
$220K