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iShares Russell 2500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
76
Apollon Wealth Management
South Carolina
$815K
CAPTRUST Financial Advisors
77
CAPTRUST Financial Advisors
North Carolina
$778K -$475K -7,683 -39%
Carson Wealth (CWM LLC)
78
Carson Wealth (CWM LLC)
Nebraska
$756K +$51.4K +830 +8%
C
79
Certuity
Florida
$753K +$710K +11,480 New
TB
80
Treynor Bancshares
Iowa
$739K +$59.6K +964 +9%
Susquehanna International Group
81
Susquehanna International Group
Pennsylvania
$716K -$1.49M -24,114 -69%
JP Morgan Chase
82
JP Morgan Chase
New York
$712K -$747K -12,077 -53%
William Blair & Company
83
William Blair & Company
Illinois
$692K +$125K +2,025 +24%
MG
84
Mather Group
Illinois
$691K
Pathstone Holdings
85
Pathstone Holdings
New Jersey
$690K -$7.49K -121 -1%
Cerity Partners
86
Cerity Partners
New York
$672K +$402K +6,491 +173%
AWE
87
Avidian Wealth Enterprises
Texas
$663K -$93.9K -1,517 -13%
SWM
88
SigFig Wealth Management
California
$640K +$379K +6,119 +168%
BBNA
89
Bremer Bank National Association
Minnesota
$589K
PAG
90
Private Advisor Group
New Jersey
$587K -$188K -3,044 -25%
LAS
91
Legacy Advisory Services
Pennsylvania
$573K +$1.55K +25 +0.3%
IAN
92
Integrated Advisors Network
Texas
$545K -$356K -5,758 -41%
SFG
93
SevenBridge Financial Group
Pennsylvania
$536K -$179K -2,890 -25%
DAS
94
Diversify Advisory Services
Utah
$529K +$505K +8,154 New
PFA
95
Pure Financial Advisors
California
$524K +$54.2K +876 +12%
MFA
96
Mayflower Financial Advisors
Massachusetts
$511K -$38.2K -618 -7%
WT
97
Whittier Trust
California
$501K +$71.4K +1,154 +18%
LHC
98
Little House Capital
Massachusetts
$471K +$48.4K +782 +12%
RJFSA
99
Raymond James Financial Services Advisors
Florida
$461K +$31.2K +505 +8%
LWM
100
Lakeridge Wealth Management
Ohio
$458K +$8.66K +140 +2%