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iShares Russell Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IWC
326
Integrated Wealth Concepts
Massachusetts
$755K -$4.17K -39 -0.5%
RIS
327
Retirement Income Solutions
Michigan
$750K – – –
D
328
Dentgroup
Louisiana
$728K +$59.2K +554 +8%
BB
329
Busey Bank
Illinois
$725K +$3.95K +37 +0.5%
CB
330
Cadence Bank
Mississippi
$725K +$806K +7,545 New
BCM
331
BTR Capital Management
California
$724K – – –
IPW
332
Intergy Private Wealth
Colorado
$724K +$805K +7,533 New
CIC
333
Carnegie Investment Counsel
Ohio
$712K +$36.4K +341 +5%
Luther King Capital Management (LKCM)
334
Luther King Capital Management (LKCM)
Texas
$707K – – –
AI
335
Accredited Investors
Minnesota
$704K +$370K +3,466 +90%
GT
336
Glenview Trust
Kentucky
$700K +$4.81K +45 +0.6%
GL
337
Graypoint LLC
New York
$698K – – –
FFG
338
Ford Financial Group
California
$696K -$4.95M -46,363 -86%
MA
339
MCF Advisors
Kentucky
$691K +$88.7K +830 +13%
BFC
340
Bedel Financial Consulting
Indiana
$690K +$250K +2,341 +55%
YIH
341
Y-Intercept (HK)
Hong Kong
$688K +$766K +7,167 New
CWM
342
Cornerstone Wealth Management
Missouri
$675K +$33.8K +316 +5%
B
343
Bailard
California
$673K -$106K -991 -12%
RWP
344
Revolve Wealth Partners
New Jersey
$655K -$8.12K -76 -1%
FCH
345
Freestone Capital Holdings
Washington
$655K -$4.91K -46 -0.7%
CGA
346
Crescent Grove Advisors
Illinois
$653K – – –
HCA
347
Harbour Capital Advisors
Virginia
$653K – – –
HCMT
348
Highland Capital Management (Tennessee)
Tennessee
$652K – – –
PP
349
Prosperity Planning
Missouri
$644K +$716K +6,702 New
CI
350
Cordant Inc
Oregon
$643K – – –