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iShares Russell Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PMG
626
ProVise Management Group
Florida
$214K -$405K -7,812 -66%
FNBTCON
627
First National Bank & Trust Co of Newtown
Pennsylvania
$213K -$83.3K -1,608 -29%
OWP
628
Obermeyer Wealth Partners
Colorado
$213K +$204K +3,940 New
AUB
629
Atlantic Union Bankshares
Virginia
$213K +$205K +3,952 New
BCP
630
Blue Chip Partners
Michigan
$212K -$36K -694 -15%
PB
631
Pinnacle Bancorp
Nebraska
$212K +$58.7K +1,134 +40%
BBHC
632
Brown Brothers Harriman & Co
New York
$211K
PCTC
633
Perkins Coie Trust Company
Washington
$211K
DAS
634
Dynamic Advisor Solutions
Arizona
$211K +$203K +3,920 New
DW
635
Domani Wealth
Pennsylvania
$210K +$202K +3,898 New
PC
636
Pecaut & Co
Iowa
$209K
PCMC
637
Private Capital Management (Colorado)
Colorado
$209K +$200K +3,868 New
First Manhattan
638
First Manhattan
New York
$208K
TFA
639
TPG Financial Advisors
Oregon
$205K +$195K +3,760 New
FBA
640
Front Barnett Associates
Illinois
$205K +$197K +3,800 New
CBT
641
Central Bank & Trust
Kentucky
$203K +$414 +8 +0.2%
AWM
642
AllSquare Wealth Management
New York
$202K -$77.7K -1,500 -29%
JFA
643
JNBA Financial Advisors
Minnesota
$199K +$15.6K +301 +9%
MI
644
Markston International
New York
$194K
OFS
645
Orrstown Financial Services
Pennsylvania
$191K -$232K -4,477 -56%
SWM
646
SeaCrest Wealth Management
New York
$191K -$178K -3,428 -49%
CT
647
Clearstead Trust
Maine
$189K -$46.2K -892 -20%
TIM
648
Tortoise Investment Management
New York
$183K
1IA
649
1834 Investment Advisors
Wisconsin
$168K
FRA
650
Front Row Advisors
California
$166K +$1.29K +25 +0.8%