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iShares Russell Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
W
426
Wealthquest
Ohio
$758K +$709K +14,152 New
Millennium Management
427
Millennium Management
New York
$745K +$697K +13,903 New
RC
428
Roundview Capital
New Jersey
$741K
VA
429
Valmark Advisers
Ohio
$740K -$32.6K -651 -5%
HCIA
430
Hochman Cole Investment Advisors
Illinois
$738K
CFB
431
Cullen/Frost Bankers
Texas
$734K -$67.3K -1,342 -9%
EWA
432
EP Wealth Advisors
California
$732K -$50.4K -1,005 -7%
LA
433
Lynch & Associates
Indiana
$729K -$49K -978 -7%
CFFP
434
Center for Financial Planning
Michigan
$724K +$43.6K +870 +7%
LSAG
435
Lake Street Advisors Group
New Hampshire
$723K
NPT
436
Nixon Peabody Trust
Massachusetts
$712K
IWAG
437
Integer Wealth Advisors Group
Georgia
$700K
BFM
438
Broadview Financial Management
Wisconsin
$695K +$21.7K +432 +3%
GT
439
Greenleaf Trust
Michigan
$693K
CT
440
Columbia Trust
Oregon
$691K +$202K +4,021 +45%
CNAM
441
Campbell Newman Asset Management
Wisconsin
$688K
TSW
442
Thompson Siegel & Walmsley
Virginia
$688K
HC
443
HNP Capital
New York
$684K -$908K -18,120 -59%
WP
444
WealthSource Partners
California
$682K -$109K -2,183 -15%
MWP
445
MYCIO Wealth Partners
Pennsylvania
$681K
BWA
446
BlueSky Wealth Advisors
North Carolina
$679K -$113K -2,259 -15%
VRM
447
Vectors Research Management
New York
$679K -$14.6K -292 -2%
TF
448
Tompkins Financial
New York
$679K
DSN
449
D. Scott Neal
Kentucky
$675K -$4.01K -80 -0.6%
PL
450
Parthenon LLC
Kentucky
$674K