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iShares Russell 2500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CSPIA
76
Cary Street Partners Investment Advisory
Virginia
$1.01M +$16.5K +253 +2%
UWM
77
USAdvisors Wealth Management
Minnesota
$976K -$5.15K -79 -0.5%
RA
78
RFG Advisory
Alabama
$974K -$111K -1,696 -11%
FLPIM
79
F.L. Putnam Investment Management
Massachusetts
$868K +$42.5K +652 +5%
Carson Wealth (CWM LLC)
80
Carson Wealth (CWM LLC)
Nebraska
$857K +$7.83K +120 +1%
Creative Planning
81
Creative Planning
Kansas
$842K -$15.5K -237 -2%
AWM
82
Apollon Wealth Management
South Carolina
$841K
PAG
83
Private Advisor Group
New Jersey
$809K +$1.5K +23 +0.2%
CAPTRUST Financial Advisors
84
CAPTRUST Financial Advisors
North Carolina
$788K -$3.36M -51,529 -82%
JP Morgan Chase
85
JP Morgan Chase
New York
$759K +$261K +3,998 +55%
C
86
Certuity
Florida
$754K +$2.48K +38 +0.3%
SFG
87
SevenBridge Financial Group
Pennsylvania
$729K +$49.6K +761 +8%
SC
88
Savant Capital
Illinois
$685K -$14K -214 -2%
MWM
89
Moran Wealth Management
Florida
$680K +$655K +10,039 New
Jane Street
90
Jane Street
New York
$661K -$2.34M -35,918 -79%
BBNA
91
Bremer Bank National Association
Minnesota
$608K
LAS
92
Legacy Advisory Services
Pennsylvania
$573K -$14.4K -220 -3%
IAN
93
Integrated Advisors Network
Texas
$563K
PFA
94
Pure Financial Advisors
California
$549K +$78.1K +1,197 +17%
WT
95
Whittier Trust
California
$545K +$4.11K +63 +0.8%
Cerity Partners
96
Cerity Partners
New York
$533K -$122K -1,870 -19%
BBHC
97
Brown Brothers Harriman & Co
New York
$507K
LWM
98
Lakeridge Wealth Management
Ohio
$500K +$3.33K +51 +0.7%
OCM
99
One Capital Management
California
$488K +$261 +4 +0.1%
LHC
100
Little House Capital
Massachusetts
$475K +$8.81K +135 +2%