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iShares Russell 2500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BFA
151
Bill Few Associates
Pennsylvania
$614K +$162K +1,887 +39%
DADC
152
D.A. Davidson & Co
Montana
$609K +$8.07K +94 +1%
LHC
153
Little House Capital
Massachusetts
$601K +$26.1K +304 +5%
OWM
154
OneAscent Wealth Management
Alabama
$600K +$4.12K +48 +0.7%
EWA
155
EP Wealth Advisors
California
$588K -$22.2K -258 -4%
CT
156
Clearstead Trust
Maine
$587K +$385K +4,482 +233%
KTM
157
Keeler Thomas Management
Utah
$566K +$530K +6,175 New
DT
158
Diversified Trust
Tennessee
$548K +$18.4K +214 +4%
LWM
159
Lakeridge Wealth Management
Ohio
$545K -$2.32K -27 -0.5%
Bessemer Group
160
Bessemer Group
New Jersey
$527K -$21.7K -253 -4%
ACM
161
Absolute Capital Management
Pennsylvania
$514K +$482K +5,610 New
AP
162
Advisors Preferred
Maryland
$508K +$481K +5,600 New
GWMR
163
GC Wealth Management RIA
Massachusetts
$492K -$469K -5,459 -50%
Thrivent Financial for Lutherans
164
Thrivent Financial for Lutherans
Minnesota
$492K +$86 +1 +0%
SWA
165
SFMG Wealth Advisors
Texas
$482K +$27.1K +316 +6%
SF
166
Summit Financial
New Jersey
$482K +$2.15K +25 +0.5%
SFB
167
STAR Financial Bank
Indiana
$473K +$22.5K +262 +5%
OCFG
168
O'Connor Financial Group
Illinois
$462K +$1.46K +17 +0.3%
MFA
169
Mayflower Financial Advisors
Massachusetts
$449K +$4.38K +51 +1%
NB
170
NBH Bank
Colorado
$447K +$419K +4,881 New
VEM
171
Vann Equity Management
Texas
$443K +$415K +4,835 New
1IA
172
1620 Investment Advisors
Massachusetts
$429K +$5.67K +66 +1%
FMN
173
Financial Management Network
California
$419K -$4.29K -50 -1%
MCC
174
Money Concepts Capital
Florida
$408K +$383K +4,458 New
AF
175
Align Financial
Minnesota
$404K +$3.78K +44 +1%