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iShares Russell Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PA
501
Pinnacle Associates
New York
$823K -$36.8K -475 -4%
DSC
502
Duncker Streett & Co
Missouri
$819K +$93.6K +1,207 +13%
NCM
503
Narwhal Capital Management
Georgia
$818K +$19.3K +249 +2%
CFFP
504
Center for Financial Planning
Michigan
$817K -$11.2K -145 -1%
NA
505
NewEdge Advisors
Louisiana
$816K -$20.7K -267 -3%
LA
506
Lynch & Associates
Indiana
$813K -$145K -1,864 -15%
HS
507
Horan Securities
United States
$811K -$5.2K -67 -0.7%
TFGT
508
TS Financial Group (TSFG)
Illinois
$810K
Carson Wealth (CWM LLC)
509
Carson Wealth (CWM LLC)
Nebraska
$806K
OFS
510
Orrstown Financial Services
Pennsylvania
$803K +$409K +5,271 +110%
Charles Schwab
511
Charles Schwab
California
$785K -$217K -2,800 -22%
FFG
512
Fullen Financial Group
Ohio
$785K +$1.47K +19 +0.2%
CFB
513
Cullen/Frost Bankers
Texas
$783K -$296K -3,811 -28%
MWM
514
Modera Wealth Management
New Jersey
$776K +$1.16K +15 +0.2%
TFO
515
Tarbox Family Office
California
$771K
KA
516
Klingman & Associates
New York
$771K +$5.28K +68 +0.7%
ZCI
517
Zevenbergen Capital Investments
Washington
$753K
BFA
518
Beacon Financial Advisory
Ohio
$745K +$19.2K +247 +3%
NP
519
NorthRock Partners
Minnesota
$742K -$7.37K -95 -1%
RPGK
520
Retirement Planning Group (Kansas)
Kansas
$738K +$388 +5 +0.1%
WTFG
521
Wells Trecaso Financial Group
Ohio
$732K
NSIM
522
North Star Investment Management
Illinois
$729K
ZIM
523
Zacks Investment Management
Illinois
$729K +$143K +1,840 +25%
HC
524
HNP Capital
New York
$727K -$154K -1,984 -18%
VRM
525
Vectors Research Management
New York
$727K -$154K -1,984 -18%