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iShares Russell Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HFS
751
HBC Financial Services
Washington
$350K
VNA
752
Valley National Advisers
Pennsylvania
$350K +$214 +3 +0.1%
Wealth Enhancement Advisory Services
753
Wealth Enhancement Advisory Services
Minnesota
$347K -$2.78K -39 -0.7%
OIA
754
Optimum Investment Advisors
Illinois
$346K +$13.5K +190 +4%
HWM
755
Horizon Wealth Management
Illinois
$345K
BWP
756
Bernardo Wealth Planning
Pennsylvania
$344K -$3.92K -55 -1%
UIA
757
Ulland Investment Advisors
Minnesota
$343K
DWT
758
Dorsey & Whitney Trust
South Dakota
$342K +$18K +253 +5%
PCG
759
Private Capital Group
Connecticut
$341K -$943K -13,248 -72%
CSWM
760
Cassady Schiller Wealth Management
Ohio
$341K +$356 +5 +0.1%
GFS
761
GYL Financial Synergies
Connecticut
$341K +$18.7K +262 +5%
RBC
762
Roble Belko & Company
Pennsylvania
$340K
NCM
763
Neumann Capital Management
California
$339K -$14.2K -200 -4%
ST
764
Spinnaker Trust
Maine
$338K
FAM
765
Flaharty Asset Management
Florida
$337K -$108K -1,512 -22%
CBN
766
Cadence Bank NA
Texas
$337K
FWM
767
Frontier Wealth Management
Missouri
$336K -$18.8K -264 -5%
DWM
768
Doyle Wealth Management
Florida
$335K +$368K +5,174 New
PCM
769
Parsons Capital Management
Rhode Island
$333K
IAIM
770
International Assets Investment Management
Florida
$332K +$11K +155 +3%
NP
771
NorthRock Partners
Minnesota
$331K -$67K -941 -16%
TI
772
Truepoint Inc
Ohio
$330K
SW
773
SteelPeak Wealth
California
$330K +$1.35K +19 +0.4%
JIP
774
Jaffetilchin Investment Partners
Florida
$330K +$46.4K +652 +15%
CCFM
775
Clear Creek Financial Management
Washington
$329K -$92.2K -1,295 -20%