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iShares Russell Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PCIA
651
Prime Capital Investment Advisors
Kansas
$264K
WOC
652
West Oak Capital
California
$264K
FAIM
653
Financial Advocates Investment Management
Washington
$262K -$108K -1,893 -29%
TF
654
TimeScale Financial
Massachusetts
$262K -$36.3K -638 -12%
BWM
655
BerganKDV Wealth Management
Minnesota
$261K -$911 -16 -0.4%
EWM
656
Evermay Wealth Management
Virginia
$261K
PWM
657
PBMares Wealth Management
Virginia
$261K
FPS
658
Fieldpoint Private Securities
Connecticut
$258K +$256K +4,500 New
FFA
659
Fragasso Financial Advisors
Pennsylvania
$257K +$9.05K +159 +4%
AWC
660
Abundance Wealth Counselors
Pennsylvania
$252K
OL
661
Optas LLC
Texas
$249K
MA
662
Montag & Associates
Georgia
$249K +$247K +4,342 New
CP
663
Covenant Partners
Tennessee
$248K
TAM
664
Townsend Asset Management
North Carolina
$248K +$626 +11 +0.3%
BAM
665
Belpointe Asset Management
Nevada
$247K +$35.4K +622 +17%
WCWM
666
Willow Creek Wealth Management
California
$245K
APW
667
Acima Private Wealth
Virginia
$244K
CIC
668
Carnegie Investment Counsel
Ohio
$244K
CBT
669
Capital Bank & Trust
California
$241K
Wellington Management Group
670
Wellington Management Group
Massachusetts
$241K
CWM
671
Connecticut Wealth Management
Connecticut
$240K -$6.11M -107,420 -96%
JWM
672
JGP Wealth Management
Oregon
$240K
NB
673
NBT Bank
New York
$239K -$30.2K -530 -11%
PCP
674
Proficio Capital Partners
Massachusetts
$239K +$382K +6,710 New
FBA
675
Front Barnett Associates
Illinois
$238K