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iShares Russell 2500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FLPIM
76
F.L. Putnam Investment Management
Massachusetts
$458K +$39.8K +741 +9%
TB
77
Treynor Bancshares
Iowa
$430K -$10.4K -194 -2%
AWS
78
Atria Wealth Solutions
New York
$421K +$126K +2,342 +42%
RJFSA
79
Raymond James Financial Services Advisors
Florida
$402K +$16.2K +301 +4%
LT
80
Legacy Trust
Michigan
$393K +$397K +7,400 New
PA
81
Procyon Advisors
Connecticut
$388K +$392K +7,305 New
CAPTRUST Financial Advisors
82
CAPTRUST Financial Advisors
North Carolina
$386K +$390K +7,270 New
LHC
83
Little House Capital
Massachusetts
$372K -$8.11M -151,113 -96%
AAS
84
Avantax Advisory Services
Texas
$370K +$5.96K +111 +2%
BPWM
85
Badgley Phelps Wealth Managers
Washington
$353K +$357K +6,651 New
MFA
86
Mayflower Financial Advisors
Massachusetts
$341K +$70K +1,304 +25%
T
87
TCWP
Ohio
$339K +$96.4K +1,796 +39%
OWM
88
OneAscent Wealth Management
Alabama
$337K
M&T Bank
89
M&T Bank
New York
$328K +$332K +6,181 New
William Blair & Company
90
William Blair & Company
Illinois
$311K -$214K -3,985 -40%
JMPWA
91
JP Morgan Private Wealth Advisors
California
$306K -$882K -16,417 -74%
APWA
92
Atlas Private Wealth Advisors
New Jersey
$304K +$269 +5 +0.1%
VCAM
93
Van Cleef Asset Management
Ohio
$302K
ACM
94
Advisors Capital Management
New Jersey
$301K +$304K +5,670 New
PWM
95
Perigon Wealth Management
California
$281K -$334K -6,221 -54%
SC
96
Sepio Capital
Utah
$269K +$272K +5,065 New
TPWA
97
TRUE Private Wealth Advisors
Oregon
$246K -$30.3K -564 -11%
EFS
98
Essex Financial Services
Connecticut
$243K +$5.91K +110 +2%
Bank of New York Mellon
99
Bank of New York Mellon
New York
$236K -$18.4K -342 -7%
PFA
100
Pure Financial Advisors
California
$233K +$236K +4,391 New