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iShares Russell 2500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GWMR
76
GC Wealth Management RIA
Massachusetts
$1.16M -$44.2K -698 -4%
AAS
77
Avantax Advisory Services
Texas
$1.1M -$712K -11,239 -41%
CFG
78
Cornerstone Financial Group
Nebraska
$1.1M +$3.1K +49 +0.3%
COCM
79
Charter Oak Capital Management
New Hampshire
$1.04M -$55.6K -878 -5%
PFA
80
Pure Financial Advisors
California
$1M +$218K +3,444 +30%
KAS
81
Kestra Advisory Services
Texas
$974K -$1.9K -30 -0.2%
CAPTRUST Financial Advisors
82
CAPTRUST Financial Advisors
North Carolina
$966K +$187K +2,951 +26%
TC
83
TFR Capital
Texas
$946K -$140K -2,202 -14%
HWA
84
Heritage Wealth Architects
Minnesota
$894K +$626K +9,879 +298%
Carson Wealth (CWM LLC)
85
Carson Wealth (CWM LLC)
Nebraska
$880K -$9.06K -143 -1%
Wells Fargo
86
Wells Fargo
California
$853K +$560K +8,842 +236%
AWM
87
Apollon Wealth Management
South Carolina
$849K
FTWA
88
Fifth Third Wealth Advisors
Ohio
$847K -$152K -2,397 -16%
Creative Planning
89
Creative Planning
Kansas
$826K -$190K -2,999 -20%
Corient Private Wealth
90
Corient Private Wealth
Florida
$824K -$245K -3,861 -24%
D.E. Shaw & Co
91
D.E. Shaw & Co
New York
$803K
WT
92
Whittier Trust
California
$800K +$111K +1,755 +17%
LKBC
93
L.K. Benson & Company
Maryland
$795K +$5.89K +93 +0.8%
UWM
94
USAdvisors Wealth Management
Minnesota
$775K +$2.22K +35 +0.3%
RA
95
RFG Advisory
Alabama
$770K -$127K -2,006 -15%
BP
96
BBR Partners
New York
$760K +$710K +11,206 New
PAG
97
Private Advisor Group
New Jersey
$730K +$224K +3,534 +49%
STAS
98
Strong Tower Advisory Services
Minnesota
$729K -$13K -205 -2%
C
99
Certuity
Florida
$724K -$23.2K -366 -3%
OSAM
100
O'Shaughnessy Asset Management
Connecticut
$697K +$98.4K +1,553 +18%