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iShares Russell Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MAM
401
Meeder Asset Management
Ohio
$572K -$514K -4,308 -48%
HWM
402
Horizon Wealth Management
Illinois
$570K +$556K +4,658 New
BPA
403
Beacon Pointe Advisors
California
$561K -$455K -3,809 -45%
SF
404
Summit Financial
New Jersey
$557K +$141K +1,183 +35%
9WM
405
9258 Wealth Management
Ohio
$556K -$11K -92 -2%
PB
406
Pinnacle Bancorp
Nebraska
$553K
NFG
407
Next Financial Group
Texas
$547K +$41.4K +347 +8%
Dimensional Fund Advisors
408
Dimensional Fund Advisors
Texas
$546K +$532K +4,460 New
JFGIW
409
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$538K -$8.71K -73 -2%
MCM
410
Manchester Capital Management
Vermont
$536K
MCM
411
MV Capital Management
Maryland
$532K
RIA
412
Regal Investment Advisors
Michigan
$527K +$197K +1,650 +62%
CCP
413
Corient Capital Partners
California
$526K
RTL
414
Red Tortoise LLC
Georgia
$524K
WT
415
Washington Trust
Rhode Island
$520K
CIC
416
Carnegie Investment Counsel
Ohio
$520K +$508K +4,252 New
GFP
417
Gryphon Financial Partners
Ohio
$519K +$22.2K +186 +5%
WWA
418
WC Walker & Associates
California
$516K
HH
419
HWG Holdings
Texas
$514K +$502K +4,204 New
WH
420
Willner & Heller
California
$511K +$539K +4,512 New
ZF
421
Zhang Financial
Michigan
$510K -$11.2K -94 -2%
EFS
422
Essex Financial Services
Connecticut
$508K
DY
423
Dowling & Yahnke
California
$506K
RWG
424
Regal Wealth Group
California
$503K -$6.15M -51,478 -93%
BEAM
425
Baker Ellis Asset Management
Washington
$503K