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iShares Russell 2500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HNB
51
Huntington National Bank
Ohio
$891K
RJA
52
Raymond James & Associates
Florida
$878K -$205K -3,651 -19%
Mercer Global Advisors
53
Mercer Global Advisors
Colorado
$780K -$345K -6,150 -30%
BPA
54
Beacon Pointe Advisors
California
$748K -$88.7K -1,580 -10%
Creative Planning
55
Creative Planning
Kansas
$724K -$141K -2,506 -16%
Carson Wealth (CWM LLC)
56
Carson Wealth (CWM LLC)
Nebraska
$708K
AWM
57
Apollon Wealth Management
South Carolina
$681K
HAG
58
HF Advisory Group
Maryland
$655K +$35.9K +639 +6%
MG
59
Mather Group
Illinois
$615K
B
60
Bridgeworth
Alabama
$605K +$3.59K +64 +0.6%
PFO
61
Pathstone Family Office
New Jersey
$584K
CWM
62
Congress Wealth Management
Massachusetts
$583K -$555K -9,883 -48%
STAS
63
Strong Tower Advisory Services
Minnesota
$498K -$281 -5 -0.1%
BBNA
64
Bremer Bank National Association
Minnesota
$492K -$5.05K -90 -1%
JMPWA
65
JP Morgan Private Wealth Advisors
California
$486K +$175K +3,114 +54%
FLPIM
66
F.L. Putnam Investment Management
Massachusetts
$469K -$3.31K -59 -0.7%
RJFSA
67
Raymond James Financial Services Advisors
Florida
$453K +$40K +712 +9%
AWS
68
Atria Wealth Solutions
New York
$447K +$12.7K +226 +3%
TB
69
Treynor Bancshares
Iowa
$444K +$1.01K +18 +0.2%
OWA
70
One Wealth Advisors
California
$443K -$72K -1,282 -14%
PA
71
Procyon Advisors
Connecticut
$422K +$21.6K +384 +5%
MFA
72
Mayflower Financial Advisors
Massachusetts
$395K +$44.4K +790 +12%
CAPTRUST Financial Advisors
73
CAPTRUST Financial Advisors
North Carolina
$386K -$12.9K -229 -3%
LT
74
Legacy Trust
Michigan
$378K -$28.1K -500 -7%
William Blair & Company
75
William Blair & Company
Illinois
$370K +$50.5K +900 +15%