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iShares Russell Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SAS
551
SMI Advisory Services
Indiana
$824K -$42K -545 -5%
BFA
552
Beacon Financial Advisory
Ohio
$822K +$1.31K +17 +0.2%
Charles Schwab
553
Charles Schwab
California
$820K -$169K -2,200 -17%
PWP
554
Perfromance Wealth Partners
Illinois
$819K
TFGT
555
TS Financial Group (TSFG)
Illinois
$811K
DSC
556
Duncker Streett & Co
Missouri
$807K
NCM
557
Narwhal Capital Management
Georgia
$800K
WP
558
WealthShield Partners
North Carolina
$794K +$783K +10,175 New
HS
559
Horan Securities
United States
$792K -$3.16K -41 -0.4%
KA
560
Kovack Advisors
Florida
$791K -$45.4K -590 -5%
FFM
561
Forum Financial Management
Illinois
$791K
SAF
562
Smith Anglin Financial
Texas
$791K +$780K +10,130 New
EFSCE
563
Enterprise Financial Services Corp (EFSC)
Missouri
$786K -$1.77K -23 -0.2%
ACM
564
Alamar Capital Management
California
$786K +$289K +3,750 +59%
SC
565
Savant Capital
Illinois
$785K
AF
566
Allworth Financial
California
$774K +$25K +325 +3%
CSPIA
567
Cary Street Partners Investment Advisory
Virginia
$772K -$10.1K -131 -1%
W
568
Wealthquest
Ohio
$767K
GWS
569
Glassman Wealth Services
Virginia
$765K +$647K +8,400 +601%
EWM
570
Empirical Wealth Management
Washington
$764K -$5K -65 -0.7%
LCM
571
Linker Capital Management
Kentucky
$762K
KA
572
Klingman & Associates
New York
$758K
LOPW
573
Live Oak Private Wealth
North Carolina
$750K -$18.8K -244 -2%
FFG
574
Fullen Financial Group
Ohio
$749K -$26.9K -350 -4%
LA
575
Legacy Advisors
Pennsylvania
$748K +$337K +4,376 +84%