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iShares Russell Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWA
651
American Wealth Advisors
Georgia
$939K +$922K +9,723 New
VPP
652
Vertex Planning Partners
Illinois
$933K +$14.4K +152 +2%
NSIM
653
North Star Investment Management
Illinois
$933K +$16.2K +171 +2%
MWA
654
Midland Wealth Advisors
Illinois
$930K -$19.6K -207 -2%
HSWS
655
Higgins & Schmidt Wealth Strategies
Colorado
$929K -$1.42K -15 -0.2%
LIM
656
Leavell Investment Management
Alabama
$928K -$24K -253 -3%
OIA
657
Optimum Investment Advisors
Illinois
$923K -$44.5K -469 -5%
CWP
658
Cyndeo Wealth Partners
Florida
$921K +$6.73K +71 +0.7%
GA
659
Goldstein Advisors
Wisconsin
$919K -$284K -2,993 -24%
PMFA
660
Plante Moran Financial Advisors
Michigan
$917K +$5.59K +59 +0.6%
EIA
661
Edgemoor Investment Advisors
Maryland
$913K +$332K +3,500 +59%
BFA
662
Beacon Financial Advisory
Ohio
$911K +$758 +8 +0.1%
GWANC
663
Guardian Wealth Advisors (North Carolina)
North Carolina
$910K -$7.3K -77 -0.8%
PP
664
Patten & Patten
Tennessee
$908K +$891K +9,400 New
UF
665
Univest Financial
Pennsylvania
$907K -$10.6K -112 -1%
JIP
666
Jaffetilchin Investment Partners
Florida
$904K -$23.1K -244 -3%
CW
667
CreativeOne Wealth
Kansas
$904K -$310K -3,275 -26%
PL
668
Parthenon LLC
Kentucky
$900K -$39.8K -420 -4%
CWM
669
Circle Wealth Management
New Jersey
$892K +$876K +9,240 New
ANBT
670
American National Bank & Trust
Texas
$890K
SWM
671
Selective Wealth Management
Virginia
$885K
HAP
672
Harbor Asset Planning
Massachusetts
$883K +$2.94K +31 +0.3%
KCM
673
Kanawha Capital Management
Virginia
$877K -$18K -190 -2%
Vanguard Personalized Indexing Management
674
Vanguard Personalized Indexing Management
California
$871K +$26.8K +283 +3%
V
675
ViaWealth
Kansas
$871K