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iShares Russell 2500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAN
26
Cetera Advisor Networks
California
$2.08M +$10.9K +164 +0.5%
AWM
27
Altavista Wealth Management
North Carolina
$2.06M +$35.3K +531 +2%
LNC
28
Lincoln National Corp
Pennsylvania
$1.75M +$22.1K +332 +1%
CWM
29
Congress Wealth Management
Massachusetts
$1.65M +$1.66M +24,874 New
JIC
30
Johnson Investment Counsel
Ohio
$1.46M -$8.59K -129 -0.6%
AI
31
Atria Investments
North Carolina
$1.31M +$1.32M +19,766 New
KCM
32
Kendall Capital Management
Maryland
$1.17M +$1.18M +17,654 New
UWM
33
USAdvisors Wealth Management
Minnesota
$1.16M -$2.73K -41 -0.2%
HNB
34
Huntington National Bank
Ohio
$1.08M
Mariner
35
Mariner
Kansas
$995K +$997K +14,984 New
Baird Financial Group
36
Baird Financial Group
Wisconsin
$963K +$965K +14,505 New
5L
37
55I LLC
Massachusetts
$891K +$294K +4,411 +49%
AWM
38
Apollon Wealth Management
South Carolina
$807K
AAS
39
Avantax Advisory Services
Texas
$777K +$466 +7 +0.1%
MIC
40
Means Investment Company
Maine
$755K +$758K +11,381 New
MG
41
Mather Group
Illinois
$740K +$742K +11,152 New
PWM
42
Perigon Wealth Management
California
$724K +$345K +5,184 +91%
PAG
43
Private Advisor Group
New Jersey
$638K +$67 +1 +0%
SPC
44
Sigma Planning Corp
Michigan
$629K +$197K +2,962 +46%
RJA
45
Raymond James & Associates
Florida
$587K +$16.6K +249 +3%
Citadel Advisors
46
Citadel Advisors
Florida
$580K +$582K +8,744 New
ACA
47
Anchor Capital Advisors
Massachusetts
$578K +$579K +8,705 New
Carson Wealth (CWM LLC)
48
Carson Wealth (CWM LLC)
Nebraska
$561K +$563K +8,453 New
B
49
Bridgeworth
Alabama
$542K +$1.86K +28 +0.3%
Creative Planning
50
Creative Planning
Kansas
$497K