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iShares Russell Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WPA
451
West Paces Advisors
Georgia
$1.05M
CTA
452
Colonial Trust Advisors
South Carolina
$1.04M -$17.2K -250 -1%
WF
453
Welch & Forbes
Massachusetts
$1.04M +$187K +2,712 +19%
CWM
454
Curi Wealth Management
North Carolina
$1.03M +$1.14M +16,635 New
CG
455
Cynosure Group
Utah
$1.03M -$99.3K -1,444 -8%
Carson Wealth (CWM LLC)
456
Carson Wealth (CWM LLC)
Nebraska
$1.02M -$286K -4,158 -20%
WP
457
WealthSource Partners
California
$1.01M -$153K -2,226 -12%
JWA
458
JFS Wealth Advisors
Pennsylvania
$998K
MWM
459
Meridian Wealth Management
Kentucky
$998K +$138 +2 +0%
WWA
460
WC Walker & Associates
California
$997K -$18.7K -272 -2%
FFS
461
Founders Financial Securities
Maryland
$995K -$432K -6,282 -28%
PTC
462
Philadelphia Trust Company
Pennsylvania
$984K
WFA
463
WestHill Financial Advisors
California
$981K -$3.44K -50 -0.3%
PMFA
464
Plante Moran Financial Advisors
Michigan
$980K -$190K -2,760 -15%
KWM
465
Kingsview Wealth Management
Oregon
$970K -$72.4K -1,053 -6%
CPSC
466
Carl P. Sherr & Co
Massachusetts
$970K +$136K +1,970 +14%
BCM
467
BTR Capital Management
California
$969K
VA
468
Valmark Advisers
Ohio
$966K -$2.06K -30 -0.2%
NEGWA
469
New England Guild Wealth Advisors
Connecticut
$959K
IA
470
IFG Advisors
Missouri
$958K +$8.05K +117 +0.8%
1SB
471
1ST Source Bank
Indiana
$956K -$1.38K -20 -0.1%
ARG
472
Advisory Resource Group
Oklahoma
$956K +$1.06M +15,382 New
MPCG
473
Matrix Private Capital Group
New York
$953K -$61.9K -900 -6%
SEI Investments
474
SEI Investments
Pennsylvania
$951K +$550 +8 +0.1%
HWA
475
Heritage Wealth Advisors
Virginia
$949K +$1.1K +16 +0.1%