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iShares Russell Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWA
401
Arkadios Wealth Advisors
Georgia
$575K +$219K +1,858 +63%
B
402
Bensler
Washington
$563K +$554K +4,707 New
CCM
403
Cohen Capital Management
California
$563K +$1.29K +11 +0.2%
MWM
404
Maripau Wealth Management
Indiana
$562K -$75.8K -644 -12%
HWM
405
Horizon Wealth Management
Illinois
$557K
WANY
406
Wealthspire Advisors (New York)
New York
$551K +$127K +1,082 +31%
SF
407
Summit Financial
New Jersey
$551K +$5.77K +49 +1%
TC
408
TownSquare Capital
Utah
$549K -$20.3K -172 -4%
PB
409
Pinnacle Bancorp
Nebraska
$549K +$8.12K +69 +2%
CWM
410
Cahaba Wealth Management
Georgia
$547K -$27.6K -234 -5%
MMA
411
Miracle Mile Advisors
California
$547K -$20.8K -177 -4%
CIC
412
Carnegie Investment Counsel
Ohio
$547K +$38.1K +324 +8%
9WM
413
9258 Wealth Management
Ohio
$543K
Dimensional Fund Advisors
414
Dimensional Fund Advisors
Texas
$534K
EFS
415
Essex Financial Services
Connecticut
$529K +$32K +272 +7%
FAIM
416
Financial Advocates Investment Management
Washington
$529K +$99.6K +846 +24%
MCM
417
Manchester Capital Management
Vermont
$524K
CCP
418
Corient Capital Partners
California
$515K
RTL
419
Red Tortoise LLC
Georgia
$513K
CPSC
420
Carl P. Sherr & Co
Massachusetts
$510K +$35.9K +305 +8%
SWPG
421
Strategic Wealth Partners Group
Illinois
$508K -$53K -450 -10%
GFP
422
Gryphon Financial Partners
Ohio
$507K
WWA
423
WC Walker & Associates
California
$504K
ZF
424
Zhang Financial
Michigan
$501K +$2.83K +24 +0.6%
DY
425
Dowling & Yahnke
California
$495K