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iShares Russell Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TCOTS
851
Trust Company of the South
North Carolina
$597K
RWM
852
Reston Wealth Management
Virginia
$596K -$18K -180 -3%
PAS
853
PKS Advisory Services
New York
$594K +$42.8K +428 +8%
FFM
854
Forum Financial Management
Illinois
$593K
RT
855
Rockland Trust
Massachusetts
$592K +$250K +2,500 +70%
CWP
856
Cyndeo Wealth Partners
Florida
$589K -$380K -3,800 -39%
SFAM
857
Sawyer Falduto Asset Management
Illinois
$587K -$8.29K -83 -1%
AWM
858
AAF Wealth Management
Massachusetts
$586K -$599 -6 -0.1%
FBC
859
Fairfield, Bush & Co
Connecticut
$582K
LC
860
Lawood & Co
Pennsylvania
$580K -$16K -160 -3%
EIA
861
Edgemoor Investment Advisors
Maryland
$579K
RCM
862
Richardson Capital Management
Wisconsin
$579K
IMC Chicago
863
IMC Chicago
Illinois
$579K +$595K +5,960 New
AMBIA
864
Allen Mooney & Barnes Investment Advisors
Georgia
$576K -$28.8K -288 -5%
KP
865
Keel Point
Alabama
$575K +$32.8K +328 +6%
FFC
866
First Financial Corp
Indiana
$573K
PB
867
Pinnacle Bancorp
Nebraska
$572K -$3.1K -31 -0.5%
NL
868
NWAM LLC
Washington
$569K -$431K -4,317 -42%
Betterment LLC
869
Betterment LLC
New York
$563K -$30.5K -305 -5%
FDCDDQ
870
Federation des caisses Desjardins du Quebec
Quebec, Canada
$559K +$49.3K +494 +9%
4WM
871
49 Wealth Management
Texas
$557K +$94K +941 +20%
HCM
872
Hollencrest Capital Management
California
$557K -$49.8K -499 -8%
CW
873
Cedarwood Wealth
Colorado
$555K
SWA
874
SFMG Wealth Advisors
Texas
$555K +$6.99K +70 +1%
PAM
875
Palisade Asset Management
Minnesota
$554K +$100 +1 +0%