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iShares Russell Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NPT
426
Nixon Peabody Trust
Massachusetts
$782K +$19.9K +350 +3%
VA
427
Valmark Advisers
Ohio
$775K -$18K -316 -2%
FDCC
428
Foster Dykema Cabot & Co
Massachusetts
$775K +$326K +5,721 +73%
LSAG
429
Lake Street Advisors Group
New Hampshire
$774K
HCIA
430
Hochman Cole Investment Advisors
Illinois
$772K -$17.2K -303 -2%
EWA
431
EP Wealth Advisors
California
$767K -$16.6K -292 -2%
NFG
432
Nations Financial Group
Iowa
$755K +$48.5K +852 +7%
LA
433
Lynch & Associates
Indiana
$754K -$25.6K -450 -3%
IWAG
434
Integer Wealth Advisors Group
Georgia
$751K +$683 +12 +0.1%
GT
435
Greenleaf Trust
Michigan
$742K
CNAM
436
Campbell Newman Asset Management
Wisconsin
$737K
TSW
437
Thompson Siegel & Walmsley
Virginia
$736K
SW
438
SVB Wealth
Massachusetts
$730K +$171K +3,001 +31%
TF
439
Tompkins Financial
New York
$728K
VRM
440
Vectors Research Management
New York
$727K
CFFP
441
Center for Financial Planning
Michigan
$723K -$51.7K -909 -7%
DSN
442
D. Scott Neal
Kentucky
$722K
UBV
443
United Bank (Virginia)
Virginia
$721K
CL
444
CIM LLC
New York
$706K +$154K +2,700 +31%
LFG
445
LifePlan Financial Group
Ohio
$703K +$10.4K +182 +2%
MC
446
Mathes Company
New York
$700K
WP
447
WealthSource Partners
California
$689K -$40.4K -710 -6%
FHB
448
First Hawaiian Bank
Hawaii
$689K -$4.61K -81 -0.7%
Charles Schwab
449
Charles Schwab
California
$689K +$188K +3,300 +38%
ASN
450
Advisory Services Network
Georgia
$688K +$342 +6 +0.1%