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iShares Russell Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CMP
901
Courage Miller Partners
Virginia
$263K
FAM
902
Formidable Asset Management
Ohio
$262K
TAM
903
Tocqueville Asset Management
New York
$262K +$259K +3,161 New
BAM
904
Barrett Asset Management
New York
$259K -$239K -2,908 -48%
SC
905
Scotia Capital
Ontario, Canada
$259K -$3.2K -39 -1%
EA
906
Emerald Advisors
Washington
$259K
RWM
907
Rockwood Wealth Management
Pennsylvania
$258K +$255K +3,103 New
TAM
908
Townsend Asset Management
North Carolina
$257K +$821 +10 +0.3%
FBA
909
Front Barnett Associates
Illinois
$256K
HCP
910
Holt Capital Partners
Texas
$256K
TF
911
TimeScale Financial
Massachusetts
$256K +$1.72K +21 +0.7%
EWP
912
Engrave Wealth Partners
Texas
$255K
MSFS
913
Main Street Financial Solutions
Pennsylvania
$255K
PCM
914
Poehling Capital Management
Wisconsin
$255K
KFGK
915
Keystone Financial Group (Kentucky)
Kentucky
$255K +$1.64K +20 +0.7%
PIFP
916
Partners in Financial Planning
Virginia
$255K +$657 +8 +0.2%
1IA
917
1834 Investment Advisors
Wisconsin
$251K
WCG
918
Weaver Consulting Group
California
$251K
CG
919
Cutler Group
California
$251K +$249K +3,032 New
TA
920
TruWealth Advisors
Louisiana
$250K
JWM
921
JGP Wealth Management
Oregon
$250K +$3.45K +42 +1%
T
922
TCWP
Ohio
$250K +$247K +3,013 New
DFA
923
DHJJ Financial Advisors
Illinois
$249K
EA
924
Eclectic Associates
California
$249K
BC
925
Burney Company
Virginia
$249K +$13.5K +165 +6%