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iShares Russell Mid-Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Betterment LLC
701
Betterment LLC
New York
$286K +$36.2K +382 +16%
VR
702
Valued Retirements
Texas
$285K +$259K +2,731 New
GC
703
GFG Capital
Florida
$285K +$259K +2,730 New
CIC
704
Carnegie Investment Counsel
Ohio
$285K -$28.3K -299 -10%
LIA
705
LifePlan Investment Advisors
North Carolina
$284K
HP
706
Holistic Planning
Texas
$284K +$257K +2,714 New
JWM
707
JPL Wealth Management
Colorado
$283K +$257K +2,707 New
GFP
708
Gryphon Financial Partners
Ohio
$282K +$16.3K +172 +7%
SFS
709
Stiles Financial Services
Minnesota
$282K +$95 +1 +0%
CICC
710
Capital Investment Counsel (Colorado)
Colorado
$281K +$255K +2,690 New
MFA
711
Mayflower Financial Advisors
Massachusetts
$280K
BTWM
712
Baker Tilly Wealth Management
Wisconsin
$279K
RC
713
Rovin Capital
Arizona
$278K -$35.1K -370 -12%
FFC
714
First Financial Corp
Indiana
$278K
NEWAS
715
N.E.W. Advisory Services
Wisconsin
$277K
NAS
716
NWF Advisory Services
California
$276K +$23.8K +251 +10%
FIM
717
Fernwood Investment Management
Massachusetts
$276K
AWA
718
Amplius Wealth Advisors
Pennsylvania
$274K -$5.97K -63 -2%
SWM
719
SeaCrest Wealth Management
New York
$274K +$95 +1 +0%
YIA
720
YHB Investment Advisors
Connecticut
$274K -$458K -4,834 -65%
SHF
721
Stage Harbor Financial
Massachusetts
$274K +$248K +2,619 New
CPSAC
722
Chas P. Smith & Associates (CPS)
Florida
$273K
GCIM
723
Gunn & Company Investment Management
Florida
$273K +$248K +2,618 New
CAG
724
Csenge Advisory Group
Florida
$272K +$31.2K +329 +14%
WA
725
Wealth Alliance
New York
$269K +$2.37K +25 +1%