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iShares Russell Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FIA
276
Foundations Investment Advisors
Arizona
$1.15M -$98.4K -902 -8%
BPA
277
Beacon Pointe Advisors
California
$1.1M +$116K +1,062 +11%
CAM
278
Cresset Asset Management
Illinois
$1.1M +$143K +1,314 +15%
Kayne Anderson Rudnick Investment Management
279
Kayne Anderson Rudnick Investment Management
California
$1.1M -$150K -1,373 -12%
SW
280
SVB Wealth
Massachusetts
$1.1M -$107K -983 -9%
FA
281
Flagstar Advisors
New York
$1.09M -$119K -1,091 -10%
SI
282
Saxon Interests
Texas
$1.08M -$1.18M -10,816 -52%
KOC
283
Koss-Olinger Consulting
Florida
$1.06M -$218 -2 -0%
C
284
CEDRUS
Colorado
$1.05M +$25.5K +234 +2%
WANY
285
Wealthspire Advisors (New York)
New York
$1.05M -$38.5K -353 -3%
BI
286
Berkeley Inc
Idaho
$1.04M +$1.09K +10 +0.1%
SVWAG
287
Sound View Wealth Advisors Group
Georgia
$1.01M +$252K +2,310 +32%
EK
288
Evensky & Katz
Florida
$1.01M +$4.8K +44 +0.5%
TNB
289
Thomasville National Bank
Georgia
$1M -$5.67K -52 -0.5%
BFC
290
Bedel Financial Consulting
Indiana
$997K +$266K +2,437 +35%
IWC
291
Integrated Wealth Concepts
Massachusetts
$996K +$174K +1,594 +20%
GT
292
Glenview Trust
Kentucky
$991K +$195K +1,786 +24%
RCAG
293
Rehmann Capital Advisory Group
Michigan
$991K +$216K +1,982 +27%
TP
294
Tranquility Partners
Tennessee
$988K -$32.8K -301 -3%
GIA
295
Gladstone Institutional Advisory
Florida
$982K -$15.1K -138 -1%
Kovitz Investment Group Partners
296
Kovitz Investment Group Partners
Illinois
$966K +$109K +1,000 +12%
LGG
297
Luts & Greenleigh Group
Maryland
$965K -$92.1K -844 -8%
BOH
298
Bank of Hawaii
Hawaii
$964K -$468K -4,285 -32%
IWM
299
Iams Wealth Management
Nebraska
$955K +$997K +9,137 New
BFS
300
Bradley Foster & Sargent
Connecticut
$955K -$91.1K -835 -8%