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iShares Russell Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BFC
426
Bedel Financial Consulting
Indiana
$84K – – –
SWM
427
Sugarloaf Wealth Management
Georgia
$84K – – –
TAM
428
Townsend Asset Management
North Carolina
$84K +$405 +5 +0.5%
ST
429
Smithfield Trust
Pennsylvania
$83K -$30.8K -380 -27%
BAM
430
Barrett Asset Management
New York
$83K +$20.2K +250 +32%
BBHC
431
Brown Brothers Harriman & Co
New York
$82K – – –
CIA
432
Cascade Investment Advisors
Oregon
$80.8K – – –
DSC
433
Duncker Streett & Co
Missouri
$78K – – –
JCM
434
Jacobi Capital Management
Pennsylvania
$78K +$44.1K +545 +128%
PFWA
435
Paces Ferry Wealth Advisors
Georgia
$78K +$77.7K +960 New
GM
436
GeoWealth Management
Illinois
$75K +$75.4K +931 New
FHA
437
Flagship Harbor Advisors
Massachusetts
$74K +$2.51K +31 +3%
Bessemer Group
438
Bessemer Group
New Jersey
$71K -$361K -4,458 -84%
WB
439
West Bancorporation
Iowa
$70K -$4.45K -55 -6%
BW
440
Bison Wealth
Georgia
$67K +$243 +3 +0.4%
PC
441
Permanens Capital
New York
$66K -$31.6K -390 -32%
TC
442
Trust Company
Kansas
$65K – – –
MPWT
443
MassMutual Private Wealth & Trust
Connecticut
$59K -$40.4K -499 -40%
SIS
444
SVB Investment Services
Utah
$57K – – –
OC
445
Oakworth Capital
Alabama
$56K -$1.7K -21 -3%
EFSCE
446
Enterprise Financial Services Corp (EFSC)
Missouri
$56K – – –
LWCFA
447
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$54K – – –
ME
448
McIlrath & Eck
Washington
$54K – – –
OIA
449
Optimum Investment Advisors
Illinois
$48K – – –
RWM
450
Raffa Wealth Management
District of Columbia
$46.2K – – –