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iShares Russell Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BFO
851
Biltmore Family Office
North Carolina
$292K – – –
CBOR
852
Community Bank of Raymore
Missouri
$290K -$5.36K -77 -2%
TI
853
Truepoint Inc
Ohio
$289K – – –
APW
854
Aurora Private Wealth
New Jersey
$285K -$11.6K -167 -4%
LWA
855
LWS Wealth Advisors
New Jersey
$284K +$487 +7 +0.2%
SB
856
Strategic Blueprint
Georgia
$284K -$17.4K -250 -6%
PTP
857
Platform Technology Partners
New York
$283K – – –
FHA
858
Flagship Harbor Advisors
Massachusetts
$282K -$24.7K -355 -8%
KFP
859
KMG Fiduciary Partners
Ohio
$281K -$19.3K -278 -7%
Fisher Asset Management
860
Fisher Asset Management
Washington
$281K +$268K +3,848 New
APP
861
Avantax Planning Partners
Iowa
$281K -$17.5K -251 -6%
PPW
862
PACK Private Wealth
Minnesota
$279K – – –
BAAM
863
Baker Avenue Asset Management
California
$279K -$36.7K -528 -12%
FA
864
Financial Alternatives
California
$279K -$42.2K -607 -14%
CWM
865
Congress Wealth Management
Massachusetts
$278K – – –
CCFM
866
Clear Creek Financial Management
Washington
$278K -$68.4K -984 -21%
VFG
867
V2 Financial group
Illinois
$278K -$69.6K -1,000 -21%
UL
868
Unionview LLC
Washington
$277K +$626 +9 +0.2%
EWM
869
Evermay Wealth Management
Virginia
$276K – – –
TDWM
870
Topel & Distasi Wealth Management
California
$274K +$2.99K +43 +1%
WWM
871
Western Wealth Management
Colorado
$272K -$78.5K -1,128 -23%
WWM
872
Windsor Wealth Management
Indiana
$270K +$18.4K +265 +8%
CFS
873
CRA Financial Services
New Jersey
$270K – – –
ATC
874
Adirondack Trust Company
New York
$270K -$626 -9 -0.3%
FEG
875
Fund Evaluation Group
Ohio
$269K – – –