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iShares Russell 2500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PAG
76
Private Advisor Group
New Jersey
$738K +$664K +11,983 New
SS
77
Simplicity Solutions
Minnesota
$721K +$80.1K +1,445 +14%
FLPIM
78
F.L. Putnam Investment Management
Massachusetts
$716K +$65.9K +1,189 +11%
AWE
79
Avidian Wealth Enterprises
Texas
$716K -$247K -4,451 -28%
SFG
80
SevenBridge Financial Group
Pennsylvania
$704K +$114K +2,060 +22%
B
81
Bridgeworth
Alabama
$693K +$7.31K +132 +1%
MG
82
Mather Group
Illinois
$691K
Carson Wealth (CWM LLC)
83
Carson Wealth (CWM LLC)
Nebraska
$658K -$219K -3,958 -27%
Pathstone Holdings
84
Pathstone Holdings
New Jersey
$655K +$590K +10,643 New
Principal Financial Group
85
Principal Financial Group
Iowa
$642K +$60.3K +1,088 +12%
DI
86
DFPG Investments
Utah
$641K +$53.4K +963 +10%
TB
87
Treynor Bancshares
Iowa
$634K +$72.5K +1,309 +15%
CAN
88
Cetera Advisor Networks
California
$623K -$219K -3,951 -28%
PIA
89
Pinion Investment Advisors
Kansas
$585K -$1.12M -20,204 -68%
BBNA
90
Bremer Bank National Association
Minnesota
$553K
LAS
91
Legacy Advisory Services
Pennsylvania
$536K +$482K +8,701 New
William Blair & Company
92
William Blair & Company
Illinois
$524K +$89.5K +1,615 +23%
MFA
93
Mayflower Financial Advisors
Massachusetts
$518K +$4.16K +75 +0.9%
Cetera Investment Advisers
94
Cetera Investment Advisers
Illinois
$503K +$170K +3,059 +60%
CSPIA
95
Cary Street Partners Investment Advisory
Virginia
$499K +$445K +8,029 +10,036%
Bank of New York Mellon
96
Bank of New York Mellon
New York
$475K +$213K +3,838 +99%
GA
97
GoalVest Advisory
New York
$472K -$1.13M -20,337 -73%
HBCM
98
Heron Bay Capital Management
Michigan
$467K -$224K -4,044 -35%
PFA
99
Pure Financial Advisors
California
$438K +$155K +2,794 +65%
LT
100
Legacy Trust
Michigan
$425K