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iShares Russell Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TAM
926
Townsend Asset Management
North Carolina
$228K +$278 +4 +0.1%
FAM
927
Flaharty Asset Management
Florida
$228K -$20.9K -300 -9%
EA
928
Emerald Advisors
Washington
$228K – – –
Betterment LLC
929
Betterment LLC
New York
$227K +$17K +244 +9%
ARG
930
Advisory Resource Group
Oklahoma
$227K +$216K +3,103 New
CIAS
931
CBIZ Investment Advisory Services
Ohio
$226K – – –
TA
932
Tiedemann Advisors
New York
$225K – – –
HCP
933
Holt Capital Partners
Texas
$225K – – –
RA
934
RFG Advisory
Alabama
$225K -$27.1K -390 -11%
PCM
935
Poehling Capital Management
Wisconsin
$225K – – –
FFA
936
Fragasso Financial Advisors
Pennsylvania
$225K +$487 +7 +0.2%
CIC
937
Carnegie Investment Counsel
Ohio
$224K – – –
WDL
938
Well Done LLC
Michigan
$224K +$4.17K +60 +2%
BAM
939
Belpointe Asset Management
Nevada
$223K -$177K -2,538 -45%
JWM
940
JGP Wealth Management
Oregon
$222K – – –
WWP
941
Waypoint Wealth Partners
California
$222K +$211K +3,033 New
1IA
942
1834 Investment Advisors
Wisconsin
$221K – – –
FBA
943
Front Barnett Associates
Illinois
$221K – – –
WCG
944
Weaver Consulting Group
California
$221K – – –
CGFA
945
Colton Groome Financial Advisors
North Carolina
$220K -$68.7K -987 -25%
TA
946
TruWealth Advisors
Louisiana
$220K – – –
MLRA
947
Main Line Retirement Advisors
Montana
$220K +$209K +3,008 New
DFA
948
DHJJ Financial Advisors
Illinois
$219K – – –
EA
949
Eclectic Associates
California
$219K – – –
FIC
950
Family Investment Center
Missouri
$219K – – –