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iShares Russell Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
426
Sugarloaf Wealth Management
Georgia
$84K
TAM
427
Townsend Asset Management
North Carolina
$84K +$405 +5 +0.5%
ST
428
Smithfield Trust
Pennsylvania
$83K -$30.8K -380 -27%
BAM
429
Barrett Asset Management
New York
$83K +$20.2K +250 +32%
BBHC
430
Brown Brothers Harriman & Co
New York
$82K
CIA
431
Cascade Investment Advisors
Oregon
$80.8K
DSC
432
Duncker Streett & Co
Missouri
$78K
JCM
433
Jacobi Capital Management
Pennsylvania
$78K +$44.1K +545 +128%
PFWA
434
Paces Ferry Wealth Advisors
Georgia
$78K +$77.7K +960 New
GM
435
GeoWealth Management
Illinois
$75K +$75.4K +931 New
FHA
436
Flagship Harbor Advisors
Massachusetts
$74K +$2.51K +31 +3%
Bessemer Group
437
Bessemer Group
New Jersey
$71K -$361K -4,458 -84%
WB
438
West Bancorporation
Iowa
$70K -$4.45K -55 -6%
BW
439
Bison Wealth
Georgia
$67K +$243 +3 +0.4%
PC
440
Permanens Capital
New York
$66K -$31.6K -390 -32%
TC
441
Trust Company
Kansas
$65K
MPWT
442
MassMutual Private Wealth & Trust
Connecticut
$59K -$40.4K -499 -40%
SIS
443
SVB Investment Services
Utah
$57K
OC
444
Oakworth Capital
Alabama
$56K -$1.7K -21 -3%
EFSCE
445
Enterprise Financial Services Corp (EFSC)
Missouri
$56K
LWCFA
446
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$54K
ME
447
McIlrath & Eck
Washington
$54K
OIA
448
Optimum Investment Advisors
Illinois
$48K
RWM
449
Raffa Wealth Management
District of Columbia
$46.2K
FFA
450
Founders Financial Alliance
North Carolina
$46K +$44.5K +550 New