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iShares Russell 2500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWA
151
SFMG Wealth Advisors
Texas
$364K +$17.7K +238 +5%
MFA
152
Mayflower Financial Advisors
Massachusetts
$362K +$74 +1 +0%
NG
153
Norden Group
Utah
$360K +$357K +4,800 New
1IA
154
1620 Investment Advisors
Massachusetts
$354K +$17.6K +237 +5%
AA
155
Altman Advisors
Illinois
$348K +$25.5K +342 +1%
Jones Financial Companies
156
Jones Financial Companies
Missouri
$331K +$97K +1,302 +42%
CSP
157
Cary Street Partners
Virginia
$329K
TPWA
158
TRUE Private Wealth Advisors
Oregon
$323K +$149 +2 +0%
CAL
159
Capital Analysts LLC
Pennsylvania
$322K +$84.8K +1,139 +36%
Mercer Global Advisors
160
Mercer Global Advisors
Colorado
$318K -$3.28K -44 -1%
DT
161
Diversified Trust
Tennessee
$305K
MG
162
Mather Group
Illinois
$305K
FNA
163
First National Advisers
Nebraska
$304K
Bank of New York Mellon
164
Bank of New York Mellon
New York
$301K -$211K -2,834 -41%
FCM
165
Firestone Capital Management
Florida
$300K
FHC
166
First Heartland Consultants
Missouri
$297K +$31.1K +418 +12%
FG
167
Fairman Group
Pennsylvania
$297K +$126K +1,697 +75%
VCAM
168
Van Cleef Asset Management
Ohio
$291K
VFPW
169
Vantage Financial Partners (Wisconsin)
Wisconsin
$283K -$8.12K -109 -3%
EH
170
Equitable Holdings
New York
$283K +$1.56K +21 +0.6%
DCM
171
Dimension Capital Management
Florida
$275K
AI
172
Atria Investments
North Carolina
$272K +$23.7K +318 +10%
CFG
173
Citizens Financial Group
Rhode Island
$264K
SFG
174
SevenBridge Financial Group
Pennsylvania
$257K -$2.23K -30 -0.9%
IA
175
Integrity Alliance
Iowa
$254K