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iShares Russell Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWP
301
MYCIO Wealth Partners
Pennsylvania
$2.35M +$157K +2,029 +7%
AP
302
Appleton Partners
Massachusetts
$2.32M -$1.01K -13 -0%
EK
303
Evensky & Katz
Florida
$2.3M -$144K -1,857 -6%
CPIG
304
Chicago Partners Investment Group
Illinois
$2.3M +$380K +4,899 +20%
SCA
305
St. Clair Advisors
Ohio
$2.29M +$15K +194 +0.7%
SVWAG
306
Sound View Wealth Advisors Group
Georgia
$2.29M +$1.69M +21,773 +307%
PFC
307
Phocas Financial Corp
California
$2.29M
GT
308
Glenmede Trust
Pennsylvania
$2.27M +$60.1K +775 +3%
Chevy Chase Trust
309
Chevy Chase Trust
Maryland
$2.26M +$2.21M +28,528 New
FRA
310
Frank Rimerman Advisors
California
$2.26M
RSWM
311
Robertson Stephens Wealth Management
California
$2.26M +$54.7K +705 +3%
CAM
312
Cozad Asset Management
Illinois
$2.25M +$38.8K +500 +2%
BWM
313
BT Wealth Management
Georgia
$2.24M -$278K -3,587 -11%
EI
314
Ellevest Inc
New York
$2.23M +$4.42K +57 +0.2%
FHA
315
First Horizon Advisors
Tennessee
$2.22M -$70.9K -914 -3%
EIG
316
Ellenbecker Investment Group
Wisconsin
$2.22M -$229K -2,951 -10%
DY
317
Dowling & Yahnke
California
$2.22M -$121K -1,555 -5%
CWA
318
Centennial Wealth Advisory
Michigan
$2.19M +$588K +7,584 +38%
FFC
319
Fure Financial Corporation
Minnesota
$2.19M -$82.5K -1,063 -4%
FC
320
Fulcrum Capital
Washington
$2.18M -$10.6K -136 -0.5%
VBFP
321
Valtinson Bruner Financial Planning
Minnesota
$2.17M -$2.28M -29,354 -52%
FMTC
322
Farmers & Merchants Trust Company
California
$2.16M +$17K +219 +0.8%
BKA
323
Brick & Kyle Associates
Pennsylvania
$2.15M -$29.1K -375 -1%
CRWM
324
Castle Rock Wealth Management
California
$2.15M +$1.23M +15,813 +145%
HP
325
HT Partners
Connecticut
$2.14M