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iShares Russell Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BEAM
326
Baker Ellis Asset Management
Washington
$326K – – –
CIC
327
Carnegie Investment Counsel
Ohio
$322K -$130K -1,548 -27%
BA
328
Ballew Advisors
Mississippi
$322K +$305K +3,643 +2,306%
GFP
329
Gryphon Financial Partners
Ohio
$317K – – –
MWM
330
Meridian Wealth Management
Kentucky
$316K +$8.37K +100 +2%
BWM
331
Baystate Wealth Management
Massachusetts
$314K +$274K +3,280 +636%
1SB
332
1ST Source Bank
Indiana
$313K – – –
IWP
333
Icon Wealth Partners
Texas
$310K -$67.4K -806 -17%
VFA
334
Voya Financial Advisors
Connecticut
$305K +$6.78K +81 +2%
BAM
335
Berkshire Asset Management
Pennsylvania
$301K – – –
NGA
336
Naples Global Advisors
Florida
$299K – – –
EWMCB
337
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$298K – – –
CB
338
Chemical Bank
Michigan
$295K -$12.5K -150 -4%
AFC
339
AFT Forsyth & Company
Florida
$292K – – –
Franklin Resources
340
Franklin Resources
California
$292K – – –
DY
341
Dowling & Yahnke
California
$288K – – –
MWM
342
Mission Wealth Management
California
$285K -$140K -1,674 -31%
OBWP
343
O'Brien Wealth Partners
Massachusetts
$283K -$22.3K -267 -7%
VWA
344
V Wealth Advisors
Kansas
$282K +$10.9K +130 +4%
FFG
345
Frisch Financial Group
New York
$281K +$308K +3,679 New
IB
346
Intrust Bank
Kansas
$277K – – –
SHCM
347
Stokes & Hubbell Capital Management
Louisiana
$274K +$586 +7 +0.2%
AWA
348
Artemis Wealth Advisors
New York
$267K – – –
BFIM
349
Beese Fulmer Investment Management
Ohio
$266K – – –
ACI
350
Alpha Cubed Investments
California
$263K -$45.2K -540 -14%