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iShares Russell Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VNA
751
Valley National Advisers
Pennsylvania
$435K +$410 +5 +0.1%
ST
752
Spinnaker Trust
Maine
$434K
LA
753
Legacy Advisors
Pennsylvania
$432K
CWM
754
Cordatus Wealth Management
Pennsylvania
$431K +$426K +5,187 New
RA
755
Rodgers & Associates
Pennsylvania
$428K -$29.2K -356 -6%
TI
756
Truepoint Inc
Ohio
$424K
DWT
757
Dorsey & Whitney Trust
South Dakota
$419K -$24.6K -300 -6%
SW
758
SteelPeak Wealth
California
$419K +$4.02K +49 +1%
CCM
759
Covington Capital Management
California
$419K +$4.1K +50 +1%
WC
760
Weil Company
California
$418K
WLPWM
761
Walled Lake Planning & Wealth Management
Illinois
$418K +$275K +3,350 +198%
GFS
762
GYL Financial Synergies
Connecticut
$416K
Neuberger Berman Group
763
Neuberger Berman Group
New York
$416K +$411K +5,006 New
HA
764
Herold Advisors
New York
$415K
CFA
765
Carroll Financial Associates
North Carolina
$411K +$191K +2,325 +88%
Citadel Advisors
766
Citadel Advisors
Florida
$410K +$406K +4,942 New
ZF
767
Zhang Financial
Michigan
$407K +$492 +6 +0.1%
FPCG
768
Fort Pitt Capital Group
Pennsylvania
$404K -$5.75K -70 -1%
BHWM
769
Bar Harbor Wealth Management
New Hampshire
$403K +$398K +4,851 New
KCA
770
Karn Couzens & Associates
Connecticut
$402K
MAS
771
Madden Advisory Services
Florida
$401K +$2.54K +31 +0.6%
KFP
772
KMG Fiduciary Partners
Ohio
$400K +$395K +4,816 New
EIA
773
Edgemoor Investment Advisors
Maryland
$400K +$396K +4,820 New
VFG
774
V2 Financial group
Illinois
$398K
FPW
775
Flagship Private Wealth
Massachusetts
$398K +$1.23K +15 +0.3%