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iShares Russell Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EWA
226
EP Wealth Advisors
California
$609K +$95.2K +1,083 +19%
TI
227
Truepoint Inc
Ohio
$600K +$545K +6,196 +1,057%
ZF
228
Zhang Financial
Michigan
$593K – – –
DWA
229
Douglass Winthrop Advisors
New York
$588K +$56.2K +639 +11%
AAM
230
Autus Asset Management
Arizona
$575K -$62.4K -710 -10%
SAM
231
Silvercrest Asset Management
New York
$574K – – –
WA
232
WESPAC Advisors
California
$566K -$213K -2,428 -28%
NFG
233
Nations Financial Group
Iowa
$554K -$55.7K -634 -9%
CC
234
Courier Capital
New York
$541K – – –
CWM
235
Cranbrook Wealth Management
Michigan
$533K – – –
MWM
236
Meridian Wealth Management
Kentucky
$532K -$248K -2,823 -32%
SCM
237
SOL Capital Management
Maryland
$531K -$8.79K -100 -2%
CAM
238
Cubic Asset Management
Massachusetts
$526K +$3.16K +36 +0.6%
Chevy Chase Trust
239
Chevy Chase Trust
Maryland
$519K – – –
CCM
240
Cohen Capital Management
California
$503K – – –
DW
241
Domani Wealth
Pennsylvania
$499K -$28.4K -323 -5%
MAM
242
Meeder Asset Management
Ohio
$497K +$132K +1,502 +36%
IA
243
IFG Advisory
Georgia
$482K +$14.9K +169 +3%
RWM
244
Ritholtz Wealth Management
New York
$481K -$25.9K -295 -5%
PTC
245
Private Trust Company
Ohio
$478K +$26.4K +300 +6%
FLI
246
Family Legacy Inc
South Carolina
$477K -$1.23K -14 -0.3%
BRF
247
B. Riley Financial
California
$471K -$5.36K -61 -1%
ASN
248
Advisory Services Network
Georgia
$470K -$1.1M -12,501 -71%
FFBTD
249
First Financial Bank - Trust Division
Ohio
$462K – – –
MWAC
250
Mariner Wealth Advisors (Cincinnati)
Ohio
$459K – – –