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iShares Russell Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ZF
351
Zhang Financial
Michigan
$485K -$189K -1,817 -29%
AWA
352
Arkadios Wealth Advisors
Georgia
$483K -$116K -1,115 -20%
WT
353
Washington Trust
Rhode Island
$480K – – –
JFGIW
354
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$478K -$42.8K -411 -9%
MCM
355
Manchester Capital Management
Vermont
$478K – – –
CCP
356
Corient Capital Partners
California
$470K – – –
OFG
357
Oxford Financial Group
Indiana
$467K – – –
Millennium Management
358
Millennium Management
New York
$465K +$443K +4,251 New
GFP
359
Gryphon Financial Partners
Ohio
$463K +$19.4K +186 +5%
CWS
360
Cypress Wealth Services
California
$460K – – –
AI
361
Accredited Investors
Minnesota
$459K -$11.4K -109 -3%
BAM
362
Berkshire Asset Management
Pennsylvania
$455K – – –
IWAG
363
Integer Wealth Advisors Group
Georgia
$450K -$20.9K -201 -5%
DY
364
Dowling & Yahnke
California
$450K – – –
BEAM
365
Baker Ellis Asset Management
Washington
$449K – – –
1SB
366
1ST Source Bank
Indiana
$448K – – –
AIM
367
Allen Investment Management
New York
$448K – – –
BCA
368
Biltmore Capital Advisors
New Jersey
$448K +$20.6K +198 +5%
EFS
369
Essex Financial Services
Connecticut
$440K +$28.3K +272 +7%
DC
370
Davenport & Co
Virginia
$439K -$20.6K -198 -5%
CHJWM
371
Carlton Hofferkamp & Jenks Wealth Management
Texas
$429K -$13K -125 -3%
SWA
372
Stratos Wealth Advisors
Ohio
$428K +$104K +1,002 +34%
Fisher Asset Management
373
Fisher Asset Management
Washington
$428K +$408K +3,916 New
EWMCB
374
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$426K – – –
5L
375
55I LLC
Massachusetts
$425K +$405K +3,891 New