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iShares Russell Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PFBT
626
Parkside Financial Bank & Trust
Missouri
$896K +$541K +6,062 +136%
PFG
627
Pacific Financial Group
Washington
$896K -$3.92K -44 -0.4%
NEPPG
628
New England Professional Planning Group
Rhode Island
$895K +$624 +7 +0.1%
WAG
629
Winthrop Advisory Group
Massachusetts
$892K +$803 +9 +0.1%
NB
630
NBT Bank
New York
$892K -$29.4K -330 -3%
LGW
631
Leslie Global Wealth
Illinois
$889K +$50.7K +568 +6%
OWP
632
Obermeyer Wealth Partners
Colorado
$884K +$8.12K +91 +0.9%
PL
633
Parthenon LLC
Kentucky
$878K – – –
UF
634
Univest Financial
Pennsylvania
$877K -$467K -5,232 -34%
NCM
635
Narwhal Capital Management
Georgia
$870K – – –
SCA
636
Stillwater Capital Advisors
Pennsylvania
$870K +$45.8K +513 +5%
DSC
637
Duncker Streett & Co
Missouri
$869K – – –
ACM
638
Advisors Capital Management
New Jersey
$866K -$76.9K -862 -8%
NRG
639
Nemes Rush Group
Michigan
$865K +$357 +4 +0%
PWMA
640
Pension & Wealth Management Advisors
Massachusetts
$865K +$550K +6,167 +154%
SCA
641
Snowden Capital Advisors
New York
$861K -$79.4K -890 -8%
CW
642
Curio Wealth
Maryland
$858K -$865K -9,693 -100%
IAS
643
Insigneo Advisory Services
Florida
$855K +$74K +830 +9%
BOC
644
Blue Oak Capital
California
$848K – – –
OAS
645
Optivise Advisory Services
Tennessee
$846K – – –
JHCP
646
Jackson Hole Capital Partners
Oklahoma
$844K – – –
Vontobel Holding
647
Vontobel Holding
Switzerland
$844K – – –
LIM
648
Leavell Investment Management
Alabama
$839K – – –
BCM
649
Brasada Capital Management
Texas
$835K -$21.6K -242 -2%
OIA
650
Optimum Investment Advisors
Illinois
$823K -$26.7K -299 -3%