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iShares Russell 2500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WIA
126
Wetzel Investment Advisors
Indiana
$331K +$65K +964 +22%
SC
127
Sepio Capital
Utah
$317K
MFA
128
Mayflower Financial Advisors
Massachusetts
$312K -$539 -8 -0.2%
FMN
129
Financial Management Network
California
$307K +$37.7K +559 +11%
AA
130
Altman Advisors
Illinois
$305K -$94.8K -1,406 -6%
SA
131
Sanctuary Advisors
Indiana
$297K +$19.9K +295 +7%
Fuller & Thaler Asset Management
132
Fuller & Thaler Asset Management
California
$296K +$319K +4,727 New
IA
133
Integrity Alliance
Iowa
$285K +$307K +4,556 New
PWM
134
Perigon Wealth Management
California
$280K +$22.6K +335 +8%
PIA
135
Pinion Investment Advisors
Kansas
$271K
GA
136
GoalVest Advisory
New York
$271K
TPWA
137
TRUE Private Wealth Advisors
Oregon
$270K -$270 -4 -0.1%
RMF
138
Red Mountain Financial
Colorado
$264K -$29.9K -444 -10%
DADC
139
D.A. Davidson & Co
Montana
$260K -$23K -341 -8%
MG
140
Mather Group
Illinois
$254K
1IA
141
1620 Investment Advisors
Massachusetts
$251K +$19.1K +284 +8%
FCM
142
Firestone Capital Management
Florida
$250K
IAS
143
Insigneo Advisory Services
Florida
$250K
CAL
144
Capital Analysts LLC
Pennsylvania
$248K -$145K -2,158 -35%
OCFG
145
O'Connor Financial Group
Illinois
$246K +$15.1K +224 +6%
VFPW
146
Vantage Financial Partners (Wisconsin)
Wisconsin
$243K +$262K +3,887 New
VCAM
147
Van Cleef Asset Management
Ohio
$243K -$21.9K -325 -8%
Bank of New York Mellon
148
Bank of New York Mellon
New York
$237K +$27.2K +404 +12%
CFG
149
Citizens Financial Group
Rhode Island
$235K
Wells Fargo
150
Wells Fargo
California
$234K +$30.4K +451 +14%