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iShares Russell Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FHB
451
First Hawaiian Bank
Hawaii
$1.04M +$149K +2,059 +17%
SMC
452
Smith, Moore & Co
Missouri
$1.02M +$449K +6,218 +82%
AB
453
Atlas Brown
Kentucky
$1.01M -$50.9K -704 -5%
CFB
454
Cullen/Frost Bankers
Texas
$1.01M -$19.2K -266 -2%
RC
455
Roundview Capital
New Jersey
$1M
LSAG
456
Lake Street Advisors Group
New Hampshire
$997K
BBHC
457
Brown Brothers Harriman & Co
New York
$997K +$102K +1,413 +12%
CA
458
Continuum Advisory
Idaho
$983K +$15K +207 +2%
UWM
459
USAdvisors Wealth Management
Minnesota
$980K -$70.4K -974 -7%
WC
460
Wealth CMT
New Jersey
$977K -$35.1K -485 -4%
PIA
461
Perennial Investment Advisors
California
$976K +$110K +1,515 +13%
SAS
462
SMI Advisory Services
Indiana
$969K +$948K +13,112 New
CT
463
Columbia Trust
Oregon
$953K
CCP
464
Corient Capital Partners
California
$950K
LWM
465
Lyell Wealth Management
California
$950K +$486K +6,725 +110%
DT
466
Diversified Trust
Tennessee
$949K -$71.6K -990 -7%
CNAM
467
Campbell Newman Asset Management
Wisconsin
$949K
TSW
468
Thompson Siegel & Walmsley
Virginia
$949K
WP
469
WealthSource Partners
California
$947K
Charles Schwab
470
Charles Schwab
California
$939K +$448K +6,200 +95%
CT
471
Cambridge Trust
Massachusetts
$937K -$82.6K -1,143 -8%
CC
472
Cassaday & Co
Virginia
$924K +$47.6K +659 +6%
IF
473
Intrua Financial
Texas
$916K +$844K +11,670 New
HCIA
474
Hochman Cole Investment Advisors
Illinois
$909K -$63K -871 -7%
DAS
475
Dynamic Advisor Solutions
Arizona
$906K +$136K +1,878 +18%