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iShares Russell Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
326
McNaughton Wealth Management
California
$457K +$441K +4,830 New
ECG
327
Edge Capital Group
Georgia
$456K – – –
DW
328
Domani Wealth
Pennsylvania
$456K +$3.2K +35 +0.7%
CWM
329
Cordatus Wealth Management
Pennsylvania
$442K -$5.75K -63 -1%
MPW
330
MA Private Wealth
California
$441K -$442K -4,843 -51%
AFC
331
AFT Forsyth & Company
Florida
$441K -$30.3K -332 -7%
LC
332
LCNB Corp
Ohio
$435K – – –
WAM
333
Wealthspire Advisors (Maryland)
Maryland
$435K +$19K +208 +5%
EAMA
334
EFG Asset Management (Americas)
Florida
$427K +$107K +1,171 +35%
DJSG
335
D.J. St. Germain
Massachusetts
$427K +$114K +1,249 +38%
MCM
336
Manchester Capital Management
Vermont
$415K – – –
AIM
337
Allen Investment Management
New York
$413K -$5.94K -65 -1%
GFP
338
Gryphon Financial Partners
Ohio
$412K +$10.1K +111 +3%
NFG
339
Nadler Financial Group
Illinois
$410K +$395K +4,325 New
CBU
340
CIBC Bank USA
Illinois
$407K -$57.6K -630 -13%
OFG
341
Oxford Financial Group
Indiana
$407K +$5.48K +60 +1%
Chevy Chase Trust
342
Chevy Chase Trust
Maryland
$406K – – –
LSA
343
L & S Advisors
California
$404K +$76K +832 +24%
CWS
344
Cypress Wealth Services
California
$399K – – –
FCM
345
Firestone Capital Management
Florida
$394K +$380K +4,160 New
FA
346
FDx Advisors
Illinois
$392K -$30.1K -329 -7%
BEAM
347
Baker Ellis Asset Management
Washington
$389K -$9.32K -102 -2%
1SB
348
1ST Source Bank
Indiana
$388K – – –
BAM
349
Berkshire Asset Management
Pennsylvania
$387K +$20.2K +221 +6%
Barclays
350
Barclays
United Kingdom
$385K – – –