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iShares Russell Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWMA
676
Pension & Wealth Management Advisors
Massachusetts
$989K
ARC
677
Advisor Resource Council
Texas
$983K
WPW
678
Waldron Private Wealth
Pennsylvania
$978K -$54.3K -544 -5%
BCG
679
Breakwater Capital Group
New Jersey
$967K -$4.2K -42 -0.4%
IP
680
Indivisible Partners
Florida
$967K +$231K +2,311 +30%
LIM
681
Leavell Investment Management
Alabama
$966K +$60.8K +609 +7%
JHCP
682
Jackson Hole Capital Partners
Oklahoma
$965K
Vontobel Holding
683
Vontobel Holding
Switzerland
$965K
VCP
684
Vista Capital Partners
Oregon
$961K -$5.09K -51 -0.5%
MA
685
MONECO Advisors
Connecticut
$955K -$238K -2,378 -19%
AWA
686
American Wealth Advisors
Georgia
$953K +$18.6K +186 +2%
HSWS
687
Higgins & Schmidt Wealth Strategies
Colorado
$951K +$21.1K +211 +2%
MAM
688
Madison Asset Management
Wisconsin
$948K -$1.58M -15,848 -62%
NSIM
689
North Star Investment Management
Illinois
$939K
WPC
690
Wedmont Private Capital
Pennsylvania
$939K +$999 +10 +0.1%
SWM
691
Selective Wealth Management
Virginia
$938K
GWANC
692
Guardian Wealth Advisors (North Carolina)
North Carolina
$929K -$14.3K -143 -1%
AAG
693
Asset Advisory Group
New Jersey
$929K +$899 +9 +0.1%
PWMAG
694
Pinnacle Wealth Management Advisory Group
New Jersey
$927K -$625K -6,260 -40%
MWA
695
Midland Wealth Advisors
Illinois
$924K -$12.6K -126 -1%
PMFA
696
Plante Moran Financial Advisors
Michigan
$923K
BWP
697
Burling Wealth Partners
Illinois
$921K -$46K -461 -5%
PP
698
Patten & Patten
Tennessee
$914K
BFA
699
Beacon Financial Advisory
Ohio
$914K +$699 +7 +0.1%
PL
700
Parthenon LLC
Kentucky
$906K