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iShares Russell 2500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Wealth Enhancement Advisory Services
201
Wealth Enhancement Advisory Services
Minnesota
$305K +$291K +3,384 New
RWM
202
Ritholtz Wealth Management
New York
$303K +$773 +9 +0.3%
PWA
203
Pitcairn Wealth Advisors
Pennsylvania
$295K +$1.37K +16 +0.5%
EIA
204
Edgemoor Investment Advisors
Maryland
$293K
ACA
205
Aptus Capital Advisors
Alabama
$289K -$15.4K -179 -5%
FCBT
206
First Citizens Bank & Trust
North Carolina
$286K
SFG
207
SevenBridge Financial Group
Pennsylvania
$281K -$4.81K -56 -2%
FLPIM
208
F.L. Putnam Investment Management
Massachusetts
$276K +$20.7K +241 +9%
NAM
209
NTV Asset Management
West Virginia
$273K
MPWT
210
MassMutual Private Wealth & Trust
Connecticut
$269K +$67.4K +785 +36%
BFA
211
Ballast Financial Advisors
Pennsylvania
$269K +$17.2K +200 +7%
IWC
212
Integrated Wealth Concepts
Massachusetts
$269K +$252K +2,934 New
SAG
213
SageView Advisory Group
California
$267K
WTC
214
WhitTier Trust Company
Nevada
$266K +$204K +2,375 +414%
SAI
215
Savvy Advisors Inc
New York
$264K +$7.38K +86 +3%
BlackRock
216
BlackRock
New York
$254K +$172K +2,001 +258%
OFG
217
Opulen Financial Group
Virginia
$251K -$2.66K -31 -1%
NFC
218
Northstar Financial Companies
Pennsylvania
$250K +$234K +2,730 New
ACM
219
Advisors Capital Management
New Jersey
$244K
M&T Bank
220
M&T Bank
New York
$241K
EFS
221
Essex Financial Services
Connecticut
$237K +$222K +2,584 New
OAS
222
Optivise Advisory Services
Tennessee
$230K +$215K +2,506 New
SPC
223
Sigma Planning Corp
Michigan
$229K +$215K +2,500 New
FNT
224
First Nebraska Trust
Nebraska
$228K +$213K +2,486 New
AWM
225
AE Wealth Management
Kansas
$224K +$206K +2,402 +6,005%