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iShares Russell Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MCWS
426
McKinley Carter Wealth Services
West Virginia
$554K -$75.8K -624 -12%
DC
427
Davenport & Co
Virginia
$552K +$19.7K +162 +4%
RSWM
428
Robertson Stephens Wealth Management
California
$543K +$69K +568 +14%
WT
429
Washington Trust
Rhode Island
$542K
IBOK
430
Independence Bank of Kentucky
Kentucky
$541K +$285K +2,342 +110%
MTIC
431
Missouri Trust & Investment Company
Missouri
$540K -$34K -280 -6%
SWA
432
Stratos Wealth Advisors
Ohio
$536K +$90.8K +747 +20%
PCA
433
Pallas Capital Advisors
Massachusetts
$530K -$10.8K -89 -2%
RTL
434
Red Tortoise LLC
Georgia
$528K
MCM
435
Manchester Capital Management
Vermont
$528K
FLPIM
436
F.L. Putnam Investment Management
Massachusetts
$524K +$195K +1,605 +59%
CWM
437
Cahaba Wealth Management
Georgia
$523K +$1.58K +13 +0.3%
B
438
Bensler
Washington
$523K
TWP
439
Total Wealth Planning
Ohio
$513K -$89.3K -735 -15%
PB
440
Pinnacle Bancorp
Nebraska
$512K
CFB
441
Cullen/Frost Bankers
Texas
$502K +$197K +1,625 +64%
GWA
442
Geometric Wealth Advisors
District of Columbia
$502K +$505K +4,155 New
AA
443
Axiom Advisory
California
$498K +$498K +4,102 New
AWA
444
Arete Wealth Advisors
Illinois
$498K +$501K +4,123 New
9WM
445
9258 Wealth Management
Ohio
$493K +$8.02K +66 +2%
EWS
446
Evergreen Wealth Solutions
Pennsylvania
$493K -$25.3K -208 -5%
CFG
447
Cooper Financial Group
California
$493K +$10.7K +88 +2%
GFL
448
Granite FO LLC
New Hampshire
$488K
National Bank of Canada
449
National Bank of Canada
Quebec, Canada
$486K -$325K -2,675 -40%
FWTB
450
First Western Trust Bank
Colorado
$484K -$175K -1,443 -26%