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iShares Russell Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JWM
901
JGP Wealth Management
Oregon
$332K +$42K +530 +15%
CBOR
902
Community Bank of Raymore
Missouri
$330K – – –
TCWM
903
Total Clarity Wealth Management
Illinois
$329K -$85K -1,073 -22%
MFA
904
McClarren Financial Advisors
Pennsylvania
$328K – – –
CAM
905
CPA Asset Management
Florida
$328K – – –
FG
906
Fairman Group
Pennsylvania
$326K +$238 +3 +0.1%
UL
907
Unionview LLC
Washington
$323K +$713 +9 +0.2%
RZH
908
Relyea Zuckerberg Hanson
Connecticut
$322K +$88.8K +1,121 +41%
PPW
909
PACK Private Wealth
Minnesota
$321K – – –
Betterment LLC
910
Betterment LLC
New York
$321K +$17.8K +224 +6%
FA
911
Financial Alternatives
California
$321K – – –
CWM
912
Congress Wealth Management
Massachusetts
$320K -$55.6K -702 -16%
VFG
913
V2 Financial group
Illinois
$320K – – –
EWM
914
Evermay Wealth Management
Virginia
$318K – – –
MOS
915
MGO One Seven
Ohio
$317K +$13.6K +172 +5%
GSIS
916
Global Strategic Investment Solutions
Arizona
$313K +$792 +10 +0.3%
FFA
917
Fragasso Financial Advisors
Pennsylvania
$312K +$48.6K +613 +20%
BAM
918
Belpointe Asset Management
Nevada
$312K +$60.4K +762 +26%
ICM
919
IMS Capital Management
Oregon
$311K – – –
FEG
920
Fund Evaluation Group
Ohio
$310K – – –
KCPG
921
Kavar Capital Partners Group
Kansas
$310K -$307K -3,874 -51%
First Manhattan
922
First Manhattan
New York
$310K – – –
UCB
923
United Community Bank
South Carolina
$310K – – –
MCCP
924
Mission Creek Capital Partners
California
$309K +$6.34K +80 +2%
PIM
925
Penobscot Investment Management
Massachusetts
$309K – – –