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iShares Russell Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BCG
651
Breakwater Capital Group
New Jersey
$821K -$7.05K -79 -0.8%
IF
652
Ironwood Financial
Arizona
$820K – – –
DWM
653
Dynasty Wealth Management
Florida
$818K -$1.03M -11,559 -55%
MW
654
Marcum Wealth
Ohio
$817K +$535 +6 +0.1%
JIP
655
Jaffetilchin Investment Partners
Florida
$813K +$345K +3,869 +68%
NSCM
656
New South Capital Management
Tennessee
$811K -$13.2M -147,695 -94%
American Century Companies
657
American Century Companies
Missouri
$810K +$849K +9,520 New
AIA
658
Armor Investment Advisors
North Carolina
$809K -$1.87K -21 -0.2%
NSIM
659
North Star Investment Management
Illinois
$807K – – –
VPP
660
Vertex Planning Partners
Illinois
$801K +$219K +2,457 +35%
KCM
661
Kanawha Capital Management
Virginia
$799K +$230K +2,579 +38%
EWM
662
Empirical Wealth Management
Washington
$793K – – –
BFA
663
Beacon Financial Advisory
Ohio
$793K -$85K -953 -9%
CG
664
Cynosure Group
Utah
$791K -$65.3K -732 -7%
GM
665
GeoWealth Management
Illinois
$790K -$3.03K -34 -0.4%
WDG
666
Wealth Dimensions Group
Ohio
$787K – – –
CWP
667
Cyndeo Wealth Partners
Florida
$786K +$303K +3,396 +58%
FIA
668
Foundations Investment Advisors
Arizona
$783K +$72.1K +808 +10%
MCM
669
MidAtlantic Capital Management
Virginia
$779K -$23.6K -265 -3%
FA
670
Fiduciary Alliance
South Carolina
$776K +$814K +9,122 New
AWA
671
AmeriServ Wealth Advisors
Pennsylvania
$772K +$810K +9,080 New
SSWM
672
Smith Salley Wealth Management
North Carolina
$770K -$36.7K -412 -4%
GL
673
Graypoint LLC
New York
$770K +$89 +1 +0%
MPWT
674
MassMutual Private Wealth & Trust
Connecticut
$768K -$61.2K -686 -7%
V
675
ViaWealth
Kansas
$767K – – –