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iShares Russell Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SDWMA
201
Schneider Downs Wealth Management Advisors
Pennsylvania
$6.67M -$1.02M -12,592 -13%
UW
202
Unique Wealth
Florida
$6.61M +$769K +9,454 +13%
CP
203
Canopy Partners
Ohio
$6.55M -$652K -8,013 -9%
FB
204
Fulton Bank
Pennsylvania
$6.55M -$1.11M -13,622 -14%
TLA
205
Tanglewood Legacy Advisors
Texas
$6.52M +$519K +6,374 +9%
SIC
206
Salem Investment Counselors
North Carolina
$6.48M -$83.4K -1,025 -1%
UCFA
207
United Capital Financial Advisors
Texas
$6.46M +$2.76M +33,948 +74%
IBOK
208
Independence Bank of Kentucky
Kentucky
$6.41M +$812K +9,974 +14%
SWM
209
Shelton Wealth Management
Texas
$6.4M -$774K -9,510 -11%
CTC
210
Central Trust Company
Missouri
$6.38M -$85.9K -1,055 -1%
FAM
211
Forte Asset Management
New York
$6.36M -$578K -7,101 -8%
SC
212
Savant Capital
Illinois
$6.36M -$382K -4,688 -6%
WC
213
Waterloo Capital
Texas
$6.33M -$714K -8,770 -10%
CWG
214
Cornerstone Wealth Group
North Carolina
$6.26M +$121K +1,481 +2%
IC
215
IEQ Capital
California
$6.25M -$87.7K -1,077 -1%
VCA
216
Verdence Capital Advisors
Maryland
$6.14M +$23K +282 +0.4%
BRWA
217
B. Riley Wealth Advisors
Florida
$6.1M -$3.48M -42,726 -36%
GT
218
Greenleaf Trust
Michigan
$6.08M
HPM
219
Hoxton Planning & Management
West Virginia
$6.02M +$59K +725 +1%
RWA
220
Redhawk Wealth Advisors
Minnesota
$5.99M -$2.52K -31 -0%
TWM
221
Tolleson Wealth Management
Texas
$5.98M -$32.9K -404 -0.5%
WW
222
Westshore Wealth
California
$5.94M -$527K -6,473 -8%
Principal Financial Group
223
Principal Financial Group
Iowa
$5.65M +$254K +3,120 +5%
OGF
224
Orin Green Financial
California
$5.65M +$5.67M +69,674 New
AWS
225
Atria Wealth Solutions
New York
$5.63M +$40.3K +495 +0.7%