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iShares Russell Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HCM
826
HMS Capital Management
Tennessee
$321K -$167K -2,400 -35%
TRIA
827
Trail Ridge Investment Advisors
Colorado
$320K -$14.6K -210 -5%
PL
828
Plancorp LLC
Missouri
$319K
CCM
829
Colorado Capital Management
Colorado
$318K
OL
830
Optas LLC
Texas
$317K
LFS
831
Lutz Financial Services
Nebraska
$317K +$1.53K +22 +0.5%
RBC
832
Romano Brothers & Co
Illinois
$317K
WCWM
833
Willow Creek Wealth Management
California
$312K
TCOV
834
Trust Company of Vermont
Vermont
$309K
BFG
835
Bouchey Financial Group
New York
$309K +$13.5K +194 +5%
GSIS
836
Global Strategic Investment Solutions
Arizona
$309K
FPFS
837
First Personal Financial Services
North Carolina
$308K
Wellington Management Group
838
Wellington Management Group
Massachusetts
$307K
CA
839
Cullinan Associates
Kentucky
$307K +$292K +4,200 New
M1FG
840
Mach-1 Financial Group
Arkansas
$306K +$292K +4,194 New
KCPG
841
Kavar Capital Partners Group
Kansas
$304K -$5.91K -85 -2%
ST
842
Sentinel Trust
Texas
$304K
AIA
843
Arbor Investment Advisors
North Carolina
$304K
HWM
844
Hohimer Wealth Management
Washington
$303K -$8.97K -129 -3%
PCA
845
Peddock Capital Advisors
Massachusetts
$301K -$8.35K -120 -3%
CWP
846
Cyndeo Wealth Partners
Florida
$301K -$22.3K -321 -7%
NFP
847
Narus Financial Partners
Utah
$301K +$287K +4,122 New
KWS
848
Keystone Wealth Services
California
$300K +$286K +4,110 New
TC
849
Trust Company
Kansas
$299K -$2.5K -36 -0.9%
BFO
850
Biltmore Family Office
North Carolina
$292K