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iShares Russell Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BIA
226
BHK Investment Advisors
Alabama
$720K +$702K +8,079 New
CGA
227
Crescent Grove Advisors
Illinois
$709K – – –
DW
228
Domani Wealth
Pennsylvania
$702K -$107K -1,231 -14%
LW
229
Linscomb Wealth
Texas
$700K – – –
IWC
230
Integrated Wealth Concepts
Massachusetts
$700K +$672K +7,734 New
AAM
231
Autus Asset Management
Arizona
$695K +$41.7K +480 +7%
Kayne Anderson Rudnick Investment Management
232
Kayne Anderson Rudnick Investment Management
California
$693K +$1.04K +12 +0.2%
FCBT
233
First Citizens Bank & Trust
North Carolina
$689K -$105K -1,214 -14%
FCI
234
Financial Counselors Inc
Kansas
$684K -$348 -4 -0.1%
QCG
235
Quadrant Capital Group
Ohio
$680K – – –
NPF
236
Norris Perne & French
Michigan
$678K – – –
SCM
237
SOL Capital Management
Maryland
$642K – – –
NFG
238
Nations Financial Group
Iowa
$639K -$32.2K -371 -5%
MFW
239
Mosaic Family Wealth
Missouri
$622K +$26.8K +308 +5%
AA
240
Alesco Advisors
New York
$618K +$521 +6 +0.1%
ZF
241
Zhang Financial
Michigan
$606K -$30.2K -347 -5%
TI
242
Truepoint Inc
Ohio
$605K -$2.61K -30 -0.4%
SC
243
SouthState Corp
Florida
$603K -$23.6K -272 -4%
JFGIW
244
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$600K +$83.9K +965 +17%
RJT
245
Raymond James Trust
Florida
$592K +$152K +1,750 +36%
JG
246
Jefferies Group
New York
$587K +$572K +6,587 New
CWM
247
Cranbrook Wealth Management
Michigan
$583K -$10.1K -116 -2%
SAM
248
Silvercrest Asset Management
New York
$583K +$3.91K +45 +0.7%
CC
249
Courier Capital
New York
$572K +$558K +6,418 New
CAL
250
Capital Analysts LLC
Pennsylvania
$566K – – –