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iShares Russell Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JBW
1026
Journey Beyond Wealth
Georgia
$293K – – –
DAS
1027
Diversify Advisory Services
Utah
$290K -$86.4K -969 -22%
TW
1028
TritonPoint Wealth
Maryland
$290K +$178 +2 +0.1%
APW
1029
Acima Private Wealth
Virginia
$290K – – –
NPT
1030
Nixon Peabody Trust
Massachusetts
$288K -$10.3K -115 -3%
JWM
1031
JGP Wealth Management
Oregon
$288K -$892 -10 -0.3%
AA
1032
Armis Advisers
Georgia
$287K +$301K +3,377 New
RWP
1033
Revolve Wealth Partners
New Jersey
$286K -$26.4K -296 -8%
RZH
1034
Relyea Zuckerberg Hanson
Connecticut
$286K +$89 +1 +0%
BFO
1035
Biltmore Family Office
North Carolina
$285K – – –
KA
1036
Kure Advisory
Minnesota
$284K +$297K +3,335 New
SF
1037
Summit Financial
New Jersey
$284K +$297K +3,334 New
USB
1038
Union Savings Bank
Connecticut
$283K – – –
GIA
1039
Guyasuta Investment Advisors
Pennsylvania
$281K – – –
MIC
1040
Meridian Investment Counsel
California
$279K – – –
CA
1041
Crewe Advisors
Utah
$278K +$9.28K +104 +3%
PF
1042
PlanWiser Financial
Colorado
$278K +$289K +3,245 New
DA
1043
Detalus Advisors
Missouri
$277K -$12K -134 -4%
VBWMG
1044
Von Berge Wealth Management Group
California
$276K +$178 +2 +0.1%
First Trust Advisors
1045
First Trust Advisors
Illinois
$276K +$77.3K +867 +36%
OWA
1046
Octavia Wealth Advisors
Ohio
$275K – – –
NCTC
1047
New Covenant Trust Company
Indiana
$274K -$3.21K -36 -1%
AG
1048
AlTi Global
New York
$274K – – –
CAG
1049
Crestwood Advisors Group
Massachusetts
$273K +$286K +3,206 New
VDI
1050
Vaughan David Investments
Illinois
$272K – – –