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iShares Russell Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CGPCS
251
Capital Group Private Client Services
California
$7.22M -$190K -1,807 -3%
CWP
252
CFM Wealth Partners
Texas
$7.17M +$252K +2,396 +4%
WW
253
Westshore Wealth
California
$7.16M -$44.7K -425 -0.7%
WB
254
WesBanco Bank
West Virginia
$7.05M -$4.84K -46 -0.1%
IAN
255
Integrated Advisors Network
Texas
$6.96M -$39.3K -374 -0.6%
LFAS
256
Level Four Advisory Services
Texas
$6.89M -$108K -1,023 -2%
IWC
257
Integrated Wealth Concepts
Massachusetts
$6.84M +$2.02M +19,183 +45%
EFS
258
Essex Financial Services
Connecticut
$6.78M +$208K +1,976 +3%
OC
259
Oppenheimer & Co
New York
$6.71M +$1.01M +9,620 +19%
Vanguard National Trust
260
Vanguard National Trust
Pennsylvania
$6.7M +$219K +2,083 +4%
TTWM
261
TCV Trust & Wealth Management
Virginia
$6.7M -$28.8K -274 -0.4%
SFG
262
Sunburst Financial Group
Alabama
$6.69M -$62.8K -597 -1%
OGF
263
Orin Green Financial
California
$6.68M -$143K -1,358 -2%
GRP
264
Global Retirement Partners
California
$6.67M +$6.35M +60,422 New
TWM
265
Tolleson Wealth Management
Texas
$6.62M -$750K -7,135 -11%
FNBOO
266
First National Bank of Omaha
Nebraska
$6.61M -$387K -3,680 -6%
TFCP
267
Twin Focus Capital Partners
Massachusetts
$6.56M -$6.94K -66 -0.1%
NEPWA
268
New England Private Wealth Advisors
Massachusetts
$6.53M +$1.89K +18 +0%
MAA
269
Matrix Asset Advisors
New York
$6.52M -$50.3K -478 -0.8%
SAG
270
SageView Advisory Group
California
$6.47M +$317K +3,015 +5%
PCG
271
Prosperity Consulting Group
Maryland
$6.42M -$56.5K -537 -0.9%
SJIM
272
St. Johns Investment Management
Florida
$6.34M -$32.6K -310 -0.5%
STA
273
Smith Thornton Advisors
Alabama
$6.29M +$492K +4,681 +9%
SVWAG
274
Sound View Wealth Advisors Group
Georgia
$6.28M +$11.9K +113 +0.2%
CPSC
275
Carl P. Sherr & Co
Massachusetts
$6.25M +$87.4K +831 +1%