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iShares Russell Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PL
701
Parthenon LLC
Kentucky
$898K
KLI
702
Kelman-Lazarov Inc
Tennessee
$892K +$190K +1,981 +27%
DIA
703
Dana Investment Advisors
Wisconsin
$890K +$118K +1,231 +15%
STA
704
Summit Trail Advisors
New York
$890K +$433K +4,500 +95%
CWM
705
Circle Wealth Management
New Jersey
$890K +$385 +4 +0%
HAP
706
Harbor Asset Planning
Massachusetts
$884K +$3.56K +37 +0.4%
GM
707
GeoWealth Management
Illinois
$881K -$69K -718 -7%
IAIM
708
International Assets Investment Management
Florida
$880K +$375K +3,899 +74%
BHWM
709
Bar Harbor Wealth Management
New Hampshire
$879K +$330K +3,430 +60%
BCM
710
Buckhead Capital Management
Georgia
$878K +$127K +1,325 +17%
GA
711
Goldstein Advisors
Wisconsin
$877K -$39K -406 -4%
MWM
712
Modern Wealth Management
Kansas
$873K +$872K +9,073 New
BWM
713
Baron Wealth Management
Michigan
$871K +$15.7K +163 +2%
CFFP
714
Center for Financial Planning
Michigan
$868K +$1.06K +11 +0.1%
FBB
715
Fulton Breakefield Broenniman
Maryland
$862K -$2.4K -25 -0.3%
CWGL
716
Cedrus Wealth Group LLC
Minnesota
$861K +$860K +8,948 New
Empower Advisory Group
717
Empower Advisory Group
Colorado
$860K +$137K +1,421 +19%
LP
718
LGL Partners
Pennsylvania
$860K +$3.46K +36 +0.4%
EWM
719
Empirical Wealth Management
Washington
$858K
PFWA
720
Paces Ferry Wealth Advisors
Georgia
$858K +$1.44K +15 +0.2%
KCM
721
Kanawha Capital Management
Virginia
$848K -$26.4K -275 -3%
LDB
722
Lee, Danner & Bass
Tennessee
$844K +$30.9K +321 +4%
SC
723
Sapient Capital
Indiana
$842K +$21.2K +221 +3%
MCM
724
MidAtlantic Capital Management
Virginia
$842K -$1.44K -15 -0.2%
FIA
725
Foundations Investment Advisors
Arizona
$842K +$577 +6 +0.1%