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iShares Russell Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SCG
326
Sonata Capital Group
Washington
$1.32M -$33.4K -225 -2%
CRC
327
Curi RMB Capital
Illinois
$1.32M
CWMP
328
Clarion Wealth Managment Partners
Virginia
$1.31M +$10.8K +73 +0.8%
FNT
329
First National Trust
Pennsylvania
$1.3M -$258K -1,741 -16%
PTC
330
Private Trust Company
Ohio
$1.3M -$58.6K -395 -4%
CCM
331
Coldstream Capital Management
Washington
$1.29M -$65.8K -443 -5%
TBFA
332
Three Bearings Fiduciary Advisors
New Hampshire
$1.27M
CHJWM
333
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.26M +$36.4K +245 +3%
BlackRock
334
BlackRock
New York
$1.26M -$28.4K -191 -2%
HWM
335
HB Wealth Management
Georgia
$1.25M +$430K +2,895 +51%
TCA
336
Transcend Capital Advisors
New Jersey
$1.25M -$16K -108 -1%
Kayne Anderson Rudnick Investment Management
337
Kayne Anderson Rudnick Investment Management
California
$1.25M +$49.3K +332 +4%
NPT
338
National Philanthropic Trust
Pennsylvania
$1.24M
CAM
339
Cozad Asset Management
Illinois
$1.23M +$148 +1 +0%
AWA
340
Asempa Wealth Advisors
Louisiana
$1.22M -$33.1K -223 -3%
EK
341
Evensky & Katz
Florida
$1.21M -$37.7K -254 -3%
BAM
342
Belpointe Asset Management
Nevada
$1.21M +$233K +1,567 +23%
FCA
343
Fortis Capital Advisors
Kansas
$1.21M +$233K +1,567 +23%
UCFA
344
United Capital Financial Advisors
Texas
$1.19M -$32.5K -219 -3%
CWL
345
Causey Wealth LLC
Colorado
$1.19M -$61K -411 -5%
SFWC
346
Strategic Family Wealth Counselors
New Jersey
$1.17M
TI
347
Truepoint Inc
Ohio
$1.16M -$2.97K -20 -0.3%
OSAM
348
O'Shaughnessy Asset Management
Connecticut
$1.16M +$770K +5,190 +189%
R
349
Rebalance
California
$1.16M +$3.71K +25 +0.3%
SFA
350
Sequoia Financial Advisors
Ohio
$1.15M +$24.3K +164 +2%