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iShares Russell 2500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
UIA
51
Ulland Investment Advisors
Minnesota
$1.73M +$1.56M +28,134 New
RWM
52
Raffa Wealth Management
District of Columbia
$1.69M +$1.52M +27,408 New
P
53
Pitcairn
Pennsylvania
$1.56M +$1.4M +25,279 New
EAM
54
Eagle Asset Management
Florida
$1.5M +$1.07M +19,310 +386%
QCG
55
Quadrant Capital Group
Ohio
$1.44M
COCM
56
Charter Oak Capital Management
New Hampshire
$1.43M +$110K +1,983 +9%
JP Morgan Chase
57
JP Morgan Chase
New York
$1.41M +$670K +12,090 +112%
KFC
58
Klingenstein Fields & Co
New York
$1.4M
PCM
59
Palisade Capital Management
New Jersey
$1.37M +$1.23M +22,224 New
CI
60
CX Institutional
Indiana
$1.29M +$1.16M +21,003 New
GWMR
61
GC Wealth Management RIA
Massachusetts
$1.23M +$1.11M +19,957 New
CAPTRUST Financial Advisors
62
CAPTRUST Financial Advisors
North Carolina
$1.2M -$282K -5,081 -21%
MIC
63
Means Investment Company
Maine
$1.15M -$554 -10 -0.1%
Cambridge Investment Research Advisors
64
Cambridge Investment Research Advisors
Iowa
$1.14M +$809K +14,591 +373%
Goldman Sachs
65
Goldman Sachs
New York
$1.07M +$964K +17,405 New
UWM
66
USAdvisors Wealth Management
Minnesota
$1.04M -$25.6K -462 -3%
HNB
67
Huntington National Bank
Ohio
$1.01M
STAS
68
Strong Tower Advisory Services
Minnesota
$967K +$53K +957 +6%
Jane Street
69
Jane Street
New York
$966K +$869K +15,683 New
RJA
70
Raymond James & Associates
Florida
$900K -$210K -3,790 -21%
IAN
71
Integrated Advisors Network
Texas
$866K +$779K +14,067 New
LFAS
72
Level Four Advisory Services
Texas
$849K +$764K +13,786 New
HAG
73
HF Advisory Group
Maryland
$809K +$44.4K +801 +6%
Creative Planning
74
Creative Planning
Kansas
$804K -$7.92K -143 -1%
AWM
75
Apollon Wealth Management
South Carolina
$765K