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iShares Russell 2500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OWM
101
OneAscent Wealth Management
Alabama
$619K +$35.8K +502 +6%
SSA
102
Sierra Summit Advisors
Nevada
$619K -$8.84K -124 -1%
Cerity Partners
103
Cerity Partners
New York
$601K +$32K +449 +6%
BBHC
104
Brown Brothers Harriman & Co
New York
$552K
FLPIM
105
F.L. Putnam Investment Management
Massachusetts
$542K +$52.9K +743 +11%
PWM
106
Perigon Wealth Management
California
$536K +$16.9K +237 +3%
MAG
107
Mayfair Advisory Group
Alabama
$533K +$1.78K +25 +0.3%
AIM
108
Advyzon Investment Management
Illinois
$532K
Comerica Bank
109
Comerica Bank
Texas
$509K +$2.07K +29 +0.4%
LAS
110
Legacy Advisory Services
Pennsylvania
$506K +$784 +11 +0.2%
Bank of New York Mellon
111
Bank of New York Mellon
New York
$505K +$215K +3,018 +79%
Fuller & Thaler Asset Management
112
Fuller & Thaler Asset Management
California
$476K -$185K -2,598 -29%
EF
113
Empowered Funds
Pennsylvania
$475K +$52.9K +742 +13%
LWM
114
Lakeridge Wealth Management
Ohio
$473K -$55.6K -781 -11%
LHC
115
Little House Capital
Massachusetts
$473K +$21.6K +303 +5%
SA
116
Sanctuary Advisors
Indiana
$458K +$5.91K +83 +1%
NA
117
NewEdge Advisors
Louisiana
$454K -$10.3K -145 -2%
Goldman Sachs
118
Goldman Sachs
New York
$433K -$241K -3,389 -37%
Bessemer Group
119
Bessemer Group
New Jersey
$424K +$222K +3,119 +119%
Thrivent Financial for Lutherans
120
Thrivent Financial for Lutherans
Minnesota
$395K +$381K +5,352 New
FMN
121
Financial Management Network
California
$395K -$6.2K -87 -2%
DADC
122
D.A. Davidson & Co
Montana
$375K +$37.6K +528 +12%
SAG
123
SageView Advisory Group
California
$375K
OCFG
124
O'Connor Financial Group
Illinois
$374K +$8.69K +122 +2%
MFA
125
Mayflower Financial Advisors
Massachusetts
$356K -$13.3K -187 -4%