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iShares Russell Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TCA
326
Transcend Capital Advisors
New Jersey
$934K +$18.8K +179 +2%
PC
327
Port Capital
Illinois
$934K +$3.88K +37 +0.4%
CAM
328
Cresset Asset Management
Illinois
$933K -$72.3K -689 -7%
CSPIA
329
Cary Street Partners Investment Advisory
Virginia
$922K +$918K +8,755 New
FFG
330
Fullen Financial Group
Ohio
$919K -$23.1K -220 -3%
RSWM
331
Robertson Stephens Wealth Management
California
$905K -$238K -2,271 -21%
FWP
332
Falcon Wealth Planning
California
$900K +$36.1K +344 +4%
AI
333
Ariel Investments
Illinois
$890K +$886K +8,451 New
GTAM
334
Global Trust Asset Management
Florida
$885K -$97.1K -926 -10%
BCM
335
Brookstone Capital Management
Illinois
$877K -$51.2K -488 -6%
WI
336
Wedgewood Investors
Pennsylvania
$866K
Fuller & Thaler Asset Management
337
Fuller & Thaler Asset Management
California
$866K +$862K +8,217 New
IB
338
Intrust Bank
Kansas
$858K -$35.1K -335 -4%
FMN
339
Financial Management Network
California
$856K -$67.4K -643 -7%
NL
340
Navalign LLC
California
$855K +$852K +8,121 New
Kovitz Investment Group Partners
341
Kovitz Investment Group Partners
Illinois
$852K -$111K -1,054 -12%
KWM
342
Kingsview Wealth Management
Oregon
$846K -$17.4K -166 -2%
MCM
343
MV Capital Management
Maryland
$845K -$70.3K -670 -8%
WIM
344
Warwick Investment Management
Texas
$844K +$840K +8,008 New
PMG
345
Private Management Group
California
$835K
SVWAG
346
Sound View Wealth Advisors Group
Georgia
$835K +$237K +2,263 +46%
PFT
347
Providence First Trust
Arizona
$825K -$38.8K -370 -5%
IWC
348
Integrated Wealth Concepts
Massachusetts
$820K -$8.08K -77 -1%
D
349
Dentgroup
Louisiana
$817K +$30.1K +287 +4%
RIS
350
Retirement Income Solutions
Michigan
$817K +$105 +1 +0%