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iShares Russell Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MCM
326
Manchester Capital Management
Vermont
$280K
CCP
327
Corient Capital Partners
California
$279K -$51.1K -598 -12%
GFP
328
Gryphon Financial Partners
Ohio
$278K
OFG
329
Oxford Financial Group
Indiana
$275K
AIM
330
Allen Investment Management
New York
$272K -$9.41K -110 -3%
CWS
331
Cypress Wealth Services
California
$270K
VWA
332
V Wealth Advisors
Kansas
$270K +$37.7K +441 +12%
FCM
333
Firestone Capital Management
Florida
$267K
BAM
334
Berkshire Asset Management
Pennsylvania
$267K +$7.27K +85 +2%
Chevy Chase Trust
335
Chevy Chase Trust
Maryland
$264K -$14.5K -169 -4%
1SB
336
1ST Source Bank
Indiana
$263K
BEAM
337
Baker Ellis Asset Management
Washington
$263K
WTB
338
Washington Trust Bank
Washington
$262K +$63.4K +741 +22%
Barclays
339
Barclays
United Kingdom
$260K
GTAM
340
Global Trust Asset Management
Florida
$260K +$290K +3,389 +565%
WT
341
Washington Trust
Rhode Island
$258K +$344K +4,026 New
EWMCB
342
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$250K
NFG
343
Nadler Financial Group
Illinois
$247K -$40.2K -470 -11%
HSWM
344
Hubbell Strickland Wealth Management
Louisiana
$247K +$684 +8 +0.2%
IB
345
Intrust Bank
Kansas
$246K -$8.55K -100 -3%
AFC
346
AFT Forsyth & Company
Florida
$246K -$69.7K -815 -18%
RIS
347
Retirement Income Solutions
Michigan
$243K
HTC
348
Haverford Trust Company
Pennsylvania
$242K
VFA
349
Voya Financial Advisors
Connecticut
$241K -$12.3K -144 -4%
MIC
350
Means Investment Company
Maine
$239K +$2.22K +26 +0.7%