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iShares Russell Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WIA
701
World Investment Advisors
California
$245K
TL
702
TrueWealth LLC
Georgia
$244K
LCOV
703
London Company of Virginia
Virginia
$244K +$235K +4,088 New
CBOR
704
Community Bank of Raymore
Missouri
$241K
FAM
705
Formidable Asset Management
Ohio
$240K
OWP
706
Obermeyer Wealth Partners
Colorado
$235K
BF
707
Blankinship & Foster
California
$234K +$1.67K +29 +0.7%
SCA
708
Snowden Capital Advisors
New York
$230K -$19.8K -345 -8%
VC
709
Vicus Capital
Pennsylvania
$229K -$2.41K -42 -1%
PL
710
Plancorp LLC
Missouri
$228K
GP
711
Geneva Partners
Wisconsin
$228K +$4.08K +71 +2%
AIC
712
Archer Investment Corporation
Indiana
$228K +$54.8K +954 +33%
AUB
713
Atlantic Union Bankshares
Virginia
$227K
CFG
714
Cooper Financial Group
California
$227K +$219K +3,815 New
TNBTD
715
Trustmark National Bank Trust Department
Mississippi
$226K
PA
716
Pinnacle Associates
New York
$226K +$3.04K +53 +1%
LWM
717
Lyell Wealth Management
California
$226K +$218K +3,794 New
BAS
718
Brown Advisory Securities
Maryland
$224K
DWT
719
Dorsey & Whitney Trust
South Dakota
$224K +$216K +3,760 New
CA
720
Claro Advisors
Massachusetts
$223K +$215K +3,747 New
CGL
721
Clarius Group LLC
Washington
$222K
PMG
722
ProVise Management Group
Florida
$220K -$16.6K -290 -7%
BAM
723
Belpointe Asset Management
Nevada
$220K +$211K +3,681 New
MFGP
724
Marshall Financial Group (Pennsylvania)
Pennsylvania
$217K
WC
725
Wealth CMT
New Jersey
$217K +$209K +3,648 New