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iShares Russell Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWC
726
Abundance Wealth Counselors
Pennsylvania
$325K
NIM
727
Northeast Investment Management
Massachusetts
$324K -$4.84K -67 -2%
OL
728
Optas LLC
Texas
$321K
BFG
729
Bouchey Financial Group
New York
$320K -$1.45K -20 -0.5%
IFO
730
Independent Family Office
New York
$319K -$134K -1,855 -30%
9WM
731
9258 Wealth Management
Ohio
$318K
TCOV
732
Trust Company of Vermont
Vermont
$317K
AIA
733
Arbor Investment Advisors
North Carolina
$317K +$145 +2 +0%
WCWM
734
Willow Creek Wealth Management
California
$316K
CAMG
735
CWA Asset Management Group
Florida
$315K +$308K +4,264 New
APW
736
Acima Private Wealth
Virginia
$314K
MCM
737
Maryland Capital Management
Maryland
$313K
LFS
738
Lutz Financial Services
Nebraska
$312K -$16K -222 -5%
Wellington Management Group
739
Wellington Management Group
Massachusetts
$311K
AWP
740
Abacus Wealth Partners
California
$305K +$298K +4,128 New
PCMC
741
Private Capital Management (Colorado)
Colorado
$303K -$1.01K -14 -0.3%
AOWM
742
Alpha Omega Wealth Management
Virginia
$299K -$4.99K -69 -2%
CBOR
743
Community Bank of Raymore
Missouri
$299K
OPS
744
Orion Portfolio Solutions
Nebraska
$297K +$290K +4,017 New
BFO
745
Biltmore Family Office
North Carolina
$296K
JWM
746
JGP Wealth Management
Oregon
$296K
TFA
747
TPG Financial Advisors
Oregon
$296K
SG
748
StoneX Group
New York
$295K +$12.8K +177 +5%
AI
749
Accredited Investors
Minnesota
$291K
WS
750
Wedbush Securities
California
$288K +$62.2K +861 +28%