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iShares Russell Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Luther King Capital Management (LKCM)
326
Luther King Capital Management (LKCM)
Texas
$748K
MW
327
Marcum Wealth
Ohio
$747K +$50.7K +453 +7%
WA
328
Wealth Alliance
New York
$746K +$822K +7,349 New
TPA
329
Trivium Point Advisory
Connecticut
$742K +$798K +7,140 New
GL
330
Graypoint LLC
New York
$738K
GT
331
Glenview Trust
Kentucky
$736K +$113K +1,010 +16%
Millennium Management
332
Millennium Management
New York
$732K +$405K +3,621 +101%
RJT
333
Raymond James Trust
Florida
$722K -$22.4K -200 -3%
CAG
334
Csenge Advisory Group
Florida
$720K -$47.3K -423 -6%
CIC
335
Carnegie Investment Counsel
Ohio
$718K +$279K +2,496 +55%
BFA
336
Bragg Financial Advisors
North Carolina
$712K +$177K +1,585 +29%
FWM
337
Frontier Wealth Management
Missouri
$708K -$59.7K -534 -7%
IGWM
338
ICA Group Wealth Management
Colorado
$708K +$18.3K +164 +3%
D
339
Dentgroup
Louisiana
$703K +$21.1K +189 +3%
Boston Partners
340
Boston Partners
Massachusetts
$703K +$533K +4,767 +269%
RWP
341
Revolve Wealth Partners
New Jersey
$700K +$3.24K +29 +0.4%
FCH
342
Freestone Capital Holdings
Washington
$697K -$131K -1,170 -15%
CGA
343
Crescent Grove Advisors
Illinois
$691K +$136K +1,216 +22%
HCMT
344
Highland Capital Management (Tennessee)
Tennessee
$689K -$26.4K -236 -3%
EWS
345
Evergreen Wealth Solutions
Pennsylvania
$683K +$751K +6,720 New
CWM
346
Cornerstone Wealth Management
Missouri
$682K +$16.4K +147 +2%
CI
347
Cordant Inc
Oregon
$680K -$1.68K -15 -0.2%
HCA
348
Harbour Capital Advisors
Virginia
$679K
FMTC
349
Farmers & Merchants Trust Company
California
$668K
SSB
350
Sandy Spring Bank
Maryland
$665K -$6.15K -55 -0.8%