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iShares Russell 2500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HAG
76
HF Advisory Group
Maryland
$1.06M +$141K +2,242 +15%
ACM
77
Andina Capital Management
Utah
$1.02M +$1.02M +16,215 New
RA
78
RFG Advisory
Alabama
$1.01M -$47.2K -751 -4%
CSPIA
79
Cary Street Partners Investment Advisory
Virginia
$921K
UWM
80
USAdvisors Wealth Management
Minnesota
$907K +$4.34K +69 +0.5%
Creative Planning
81
Creative Planning
Kansas
$793K -$24.2K -385 -3%
Carson Wealth (CWM LLC)
82
Carson Wealth (CWM LLC)
Nebraska
$785K +$63.9K +1,016 +9%
AWM
83
Apollon Wealth Management
South Carolina
$777K
FLPIM
84
F.L. Putnam Investment Management
Massachusetts
$761K -$28.5K -453 -4%
PAG
85
Private Advisor Group
New Jersey
$746K +$188K +2,984 +33%
MG
86
Mather Group
Illinois
$736K
C
87
Certuity
Florida
$694K -$24.3K -386 -3%
AI
88
Atria Investments
North Carolina
$665K +$668K +10,621 New
Pathstone Holdings
89
Pathstone Holdings
New Jersey
$659K +$126 +2 +0%
SC
90
Savant Capital
Illinois
$647K +$650K +10,332 New
Cerity Partners
91
Cerity Partners
New York
$609K -$32K -509 -5%
SFG
92
SevenBridge Financial Group
Pennsylvania
$575K +$42.2K +671 +8%
BBNA
93
Bremer Bank National Association
Minnesota
$562K
LAS
94
Legacy Advisory Services
Pennsylvania
$543K -$3.08K -49 -0.6%
Goldman Sachs
95
Goldman Sachs
New York
$538K -$401K -6,371 -43%
IAN
96
Integrated Advisors Network
Texas
$520K
AWE
97
Avidian Wealth Enterprises
Texas
$517K -$116K -1,847 -18%
DAS
98
Diversify Advisory Services
Utah
$506K +$503 +8 +0.1%
WT
99
Whittier Trust
California
$500K +$22.1K +351 +5%
Envestnet Portfolio Solutions
100
Envestnet Portfolio Solutions
Illinois
$490K -$624K -9,923 -56%