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iShares Russell 2500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ONB
126
Old National Bancorp
Indiana
$685K
PWM
127
Perigon Wealth Management
California
$640K +$71.1K +902 +12%
SA
128
Sanctuary Advisors
Indiana
$608K +$17K +216 +3%
Jones Financial Companies
129
Jones Financial Companies
Missouri
$581K +$266K +3,378 +77%
MAG
130
Mayfair Advisory Group
Alabama
$581K -$21.9K -278 -4%
LAS
131
Legacy Advisory Services
Pennsylvania
$579K +$56.2K +713 +10%
BBHC
132
Brown Brothers Harriman & Co
New York
$572K
FG
133
Fairman Group
Pennsylvania
$554K +$260K +3,297 +83%
AIM
134
Advyzon Investment Management
Illinois
$550K
PAS
135
Park Avenue Securities
New York
$544K +$103K +1,302 +22%
NA
136
NewEdge Advisors
Louisiana
$520K +$31.5K +400 +6%
DWM
137
Diversify Wealth Management
Utah
$514K -$685K -8,687 -58%
EWA
138
EP Wealth Advisors
California
$510K -$26.2K -332 -5%
DADC
139
D.A. Davidson & Co
Montana
$500K +$55.7K +706 +12%
OWM
140
OneAscent Wealth Management
Alabama
$497K -$151K -1,911 -23%
LHC
141
Little House Capital
Massachusetts
$477K +$11.4K +145 +2%
Bessemer Group
142
Bessemer Group
New Jersey
$458K +$19.9K +253 +4%
LWM
143
Lakeridge Wealth Management
Ohio
$456K -$22.9K -291 -5%
TCOO
144
Trust Company of Oklahoma
Oklahoma
$442K +$456K +5,785 New
DT
145
Diversified Trust
Tennessee
$440K +$134K +1,699 +42%
Thrivent Financial for Lutherans
146
Thrivent Financial for Lutherans
Minnesota
$410K
TPCW
147
TD Private Client Wealth
New York
$407K -$17.3K -220 -4%
SF
148
Summit Financial
New Jersey
$399K +$79 +1 +0%
Mercer Global Advisors
149
Mercer Global Advisors
Colorado
$391K +$68.9K +874 +21%
Betterment LLC
150
Betterment LLC
New York
$388K +$401K +5,083 New