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iShares Russell 2500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWM
126
Perigon Wealth Management
California
$263K +$264K +4,198 New
PA
127
PFG Advisors
Arizona
$262K -$24K -382 -8%
Northwestern Mutual Wealth Management
128
Northwestern Mutual Wealth Management
Wisconsin
$256K +$188K +2,992 +272%
EFS
129
Essex Financial Services
Connecticut
$255K +$49.6K +788 +24%
FCM
130
Firestone Capital Management
Florida
$250K
DIP
131
DT Investment Partners
Pennsylvania
$232K -$8.74K -139 -4%
Bank of New York Mellon
132
Bank of New York Mellon
New York
$232K +$126 +2 +0.1%
IAIM
133
International Assets Investment Management
Florida
$222K
OCFG
134
O'Connor Financial Group
Illinois
$220K +$22.6K +359 +11%
TPCW
135
TD Private Client Wealth
New York
$205K +$109K +1,734 +113%
SHFA
136
SC&H Financial Advisors
Maryland
$205K +$206K +3,267 New
Wells Fargo
137
Wells Fargo
California
$200K -$19.6K -311 -9%
CAL
138
Capital Analysts LLC
Pennsylvania
$173K -$47.9K -761 -22%
CHA
139
Carmichael Hill & Associates
Maryland
$148K +$11.2K +178 +8%
1IA
140
1620 Investment Advisors
Massachusetts
$146K +$147K +2,338 New
PA
141
Parallel Advisors
California
$135K -$3.9K -62 -3%
AGWCA
142
Annis Gardner Whiting Capital Advisors
Florida
$122K
EWA
143
EverSource Wealth Advisors
Alabama
$115K -$63 -1 -0.1%
NA
144
NewEdge Advisors
Louisiana
$98.1K -$123K -1,951 -55%
Comerica Bank
145
Comerica Bank
Texas
$97.7K -$27.9K -443 -22%
IWP
146
IAG Wealth Partners
Wisconsin
$89.2K
CIBC Private Wealth Group
147
CIBC Private Wealth Group
Georgia
$59.8K +$755 +12 +1%
OP
148
ORG Partners
Indiana
$46.7K +$47.4K +754 New
CIAS
149
CBIZ Investment Advisory Services
Ohio
$38K
HI
150
Harbour Investments
Wisconsin
$34.4K -$7.8K -124 -18%