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iShares Russell Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
826
Angeles Wealth Management
California
$311K – – –
FA
827
Financial Alternatives
California
$309K – – –
PL
828
Plancorp LLC
Missouri
$306K – – –
CCM
829
Colorado Capital Management
Colorado
$305K – – –
BAAM
830
Baker Avenue Asset Management
California
$304K +$39K +553 +15%
OL
831
Optas LLC
Texas
$304K – – –
RBC
832
Romano Brothers & Co
Illinois
$303K -$2.82K -40 -0.9%
LFS
833
Lutz Financial Services
Nebraska
$302K – – –
HWM
834
Hohimer Wealth Management
Washington
$299K +$302K +4,279 New
WCWM
835
Willow Creek Wealth Management
California
$299K -$29.9K -423 -9%
KCPG
836
Kavar Capital Partners Group
Kansas
$297K -$15K -212 -5%
PCA
837
Peddock Capital Advisors
Massachusetts
$297K +$300K +4,248 New
APW
838
Acima Private Wealth
Virginia
$297K – – –
WLPWM
839
Walled Lake Planning & Wealth Management
Illinois
$296K +$21.3K +301 +8%
TCOV
840
Trust Company of Vermont
Vermont
$296K – – –
GSIS
841
Global Strategic Investment Solutions
Arizona
$295K – – –
AF
842
Advisornet Financial
Minnesota
$295K -$8.83K -125 -3%
FHA
843
Flagship Harbor Advisors
Massachusetts
$295K -$37.1K -525 -11%
FPFS
844
First Personal Financial Services
North Carolina
$295K -$11.2K -159 -4%
TP
845
Tranquility Partners
Tennessee
$294K +$42.9K +607 +17%
Wellington Management Group
846
Wellington Management Group
Massachusetts
$294K – – –
MOACM
847
Mutual of America Capital Management
New York
$291K – – –
ST
848
Sentinel Trust
Texas
$291K +$11.1K +157 +4%
AIA
849
Arbor Investment Advisors
North Carolina
$291K +$62.1K +880 +27%
TC
850
Trust Company
Kansas
$289K -$20.3K -287 -6%