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iShares Russell Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IWC
501
Integrated Wealth Concepts
Massachusetts
$679K +$245K +3,846 +64%
TFS
502
Thoroughbred Financial Services
Tennessee
$669K +$7.71K +121 +1%
MWM
503
Modera Wealth Management
New Jersey
$669K +$52.7K +827 +9%
MW
504
MBL Wealth
North Carolina
$669K +$622K +9,763 New
TFO
505
Tarbox Family Office
California
$667K
FG
506
Fiduciary Group
Georgia
$666K +$255 +4 +0%
NA
507
NewEdge Advisors
Louisiana
$665K +$357K +5,603 +137%
KA
508
Klingman & Associates
New York
$662K +$11.9K +187 +2%
OMC
509
Old Mission Capital
Illinois
$652K +$606K +9,512 New
DSN
510
D. Scott Neal
Kentucky
$648K -$200K -3,137 -25%
Deutsche Bank
511
Deutsche Bank
Germany
$645K -$825K -12,959 -58%
PWLP
512
Prio Wealth Limited Partnership
Massachusetts
$643K +$183K +2,876 +44%
IWMA
513
Ironwood Wealth Management (Arizona)
Arizona
$642K -$41.8K -656 -7%
BA
514
Ballew Advisors
Mississippi
$631K -$124K -1,945 -18%
NSIM
515
North Star Investment Management
Illinois
$631K
RPGK
516
Retirement Planning Group (Kansas)
Kansas
$626K -$11K -173 -2%
DSC
517
Duncker Streett & Co
Missouri
$626K +$510 +8 +0.1%
WTFG
518
Wells Trecaso Financial Group
Ohio
$624K -$446K -7,000 -43%
RC
519
Rinet Company
Massachusetts
$619K +$145K +2,283 +34%
FAT
520
First American Trust
California
$616K +$63.9K +1,003 +13%
PL
521
Parthenon LLC
Kentucky
$611K -$176K -2,768 -24%
CIA
522
Choate Investment Advisors
Massachusetts
$606K
WJA
523
Willis Johnson & Associates
Texas
$602K +$560K +8,786 New
BFA
524
Beacon Financial Advisory
Ohio
$599K +$637 +10 +0.1%
IAN
525
Integrated Advisors Network
Texas
$598K +$57.6K +905 +12%