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iShares Russell Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
APP
876
Avantax Planning Partners
Iowa
$266K
WWM
877
Windsor Wealth Management
Indiana
$265K +$9.27K +127 +3%
FA
878
Financial Alternatives
California
$264K
CWM
879
Congress Wealth Management
Massachusetts
$263K
EWM
880
Evermay Wealth Management
Virginia
$263K
PTP
881
Platform Technology Partners
New York
$263K
VFG
882
V2 Financial group
Illinois
$263K
UL
883
Unionview LLC
Washington
$263K
PPW
884
PACK Private Wealth
Minnesota
$261K
SWA
885
Sax Wealth Advisors
New Jersey
$261K +$275K +3,769 New
LWMNY
886
Landmark Wealth Management (New York)
New York
$260K +$274K +3,757 New
TDWM
887
Topel & Distasi Wealth Management
California
$260K
PA
888
PFG Advisors
Arizona
$257K +$271K +3,712 New
BAM
889
Belpointe Asset Management
Nevada
$256K +$47.4K +650 +21%
WWM
890
Western Wealth Management
Colorado
$256K -$2.04K -28 -0.8%
First Manhattan
891
First Manhattan
New York
$255K +$30.6K +420 +13%
FEG
892
Fund Evaluation Group
Ohio
$255K
UCB
893
United Community Bank
South Carolina
$255K
NP
894
NorthRock Partners
Minnesota
$253K +$19.1K +262 +8%
CAL
895
Capital Analysts LLC
Pennsylvania
$253K
PIFP
896
Partners in Financial Planning
Virginia
$253K
CFS
897
CRA Financial Services
New Jersey
$251K -$4.74K -65 -2%
OA
898
Oxbow Advisors
Texas
$251K
KWM
899
Kolinsky Wealth Management
New Jersey
$249K +$2.26K +31 +0.9%
SFO
900
Stokes Family Office
Louisiana
$249K +$263K +3,601 New