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iShares Russell Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TI
901
Truepoint Inc
Ohio
$372K – – –
DWAM
902
Duncan Williams Asset Management
Tennessee
$372K +$355K +4,216 New
Wellington Management Group
903
Wellington Management Group
Massachusetts
$370K – – –
BZWA
904
Blue Zone Wealth Advisors
California
$369K +$353K +4,189 New
APP
905
Avantax Planning Partners
Iowa
$369K -$21.1K -251 -6%
ST
906
Sentinel Trust
Texas
$367K – – –
AIA
907
Arbor Investment Advisors
North Carolina
$367K – – –
HWM
908
Hohimer Wealth Management
Washington
$366K – – –
HB
909
HTLF Bank
Colorado
$365K -$13.1K -156 -4%
VCM
910
Versant Capital Management
Arizona
$365K – – –
RWA
911
Redhawk Wealth Advisors
Minnesota
$365K -$5.88M -69,766 -94%
FCB
912
First County Bank
Connecticut
$363K +$347K +4,120 New
IIA
913
Integral Investment Advisors
California
$363K -$23.3K -276 -6%
OMIC
914
Old Mission Investment Co
Michigan
$361K – – –
CFS
915
CRA Financial Services
New Jersey
$359K +$84K +997 +32%
BB
916
Bell Bank
North Dakota
$359K – – –
AI
917
Atria Investments
North Carolina
$359K -$696K -8,260 -67%
LFS
918
Lutz Financial Services
Nebraska
$359K – – –
SFMG
919
Sage Financial Management Group
Virginia
$358K +$342K +4,059 New
AWM
920
Aprio Wealth Management
Georgia
$358K +$1.43K +17 +0.4%
D
921
Dentgroup
Louisiana
$356K -$339K -4,029 -50%
WP
922
WealthShield Partners
North Carolina
$356K – – –
Betterment LLC
923
Betterment LLC
New York
$355K +$8.34K +99 +3%
CFG
924
Clayton Financial Group
Missouri
$355K +$25.8K +306 +8%
DPI
925
Diversified Portfolios Inc
Michigan
$354K -$75.8K -900 -18%