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iShares Russell Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IWP
451
Icon Wealth Partners
Texas
$431K -$5.01K -42 -1%
WANY
452
Wealthspire Advisors (New York)
New York
$431K +$597 +5 +0.1%
RCAG
453
Rehmann Capital Advisory Group
Michigan
$431K +$420K +3,519 New
VFA
454
Valeo Financial Advisors
Indiana
$429K -$12.7K -106 -3%
VWA
455
V Wealth Advisors
Kansas
$424K – – –
RWA
456
Ropes Wealth Advisors
Massachusetts
$423K – – –
PFO
457
Pathstone Family Office
New Jersey
$422K +$716 +6 +0.2%
BFC
458
Bedel Financial Consulting
Indiana
$421K – – –
PCA
459
Pallas Capital Advisors
Massachusetts
$420K -$27K -226 -6%
CWM
460
Cranbrook Wealth Management
Michigan
$420K -$10.3K -86 -2%
EA
461
Eudaimonia Advisors
Tennessee
$420K +$410K +3,431 New
APW
462
Acima Private Wealth
Virginia
$417K – – –
BOH
463
Bank of Hawaii
Hawaii
$417K +$407K +3,410 New
SG
464
StoneX Group
New York
$414K +$404K +3,386 New
MBT
465
Montecito Bank & Trust
California
$409K – – –
Vanguard Personalized Indexing Management
466
Vanguard Personalized Indexing Management
California
$403K +$84.2K +705 +27%
EAM
467
Evanson Asset Management
California
$399K +$239 +2 +0.1%
IAG
468
Investment Advisory Group
Massachusetts
$398K +$401K +3,357 New
AFC
469
AFT Forsyth & Company
Florida
$394K +$358 +3 +0.1%
QCM
470
Quest Capital Management
Texas
$389K +$16.5K +138 +5%
BSW
471
Buckingham Strategic Wealth
Missouri
$387K +$20.3K +170 +6%
CAG
472
Csenge Advisory Group
Florida
$382K -$106K -885 -21%
CFB
473
Cullen/Frost Bankers
Texas
$378K – – –
DWA
474
Dougherty Wealth Advisers
Minnesota
$378K – – –
SHWM
475
Smith & Howard Wealth Management
Georgia
$378K – – –