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iShares Russell Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RCAG
451
Rehmann Capital Advisory Group
Michigan
$431K +$420K +3,519 New
VFA
452
Valeo Financial Advisors
Indiana
$429K -$12.7K -106 -3%
VWA
453
V Wealth Advisors
Kansas
$424K
RWA
454
Ropes Wealth Advisors
Massachusetts
$423K
PFO
455
Pathstone Family Office
New Jersey
$422K +$716 +6 +0.2%
BFC
456
Bedel Financial Consulting
Indiana
$421K
PCA
457
Pallas Capital Advisors
Massachusetts
$420K -$27K -226 -6%
CWM
458
Cranbrook Wealth Management
Michigan
$420K -$10.3K -86 -2%
EA
459
Eudaimonia Advisors
Tennessee
$420K +$410K +3,431 New
APW
460
Acima Private Wealth
Virginia
$417K
BOH
461
Bank of Hawaii
Hawaii
$417K +$407K +3,410 New
SG
462
StoneX Group
New York
$414K +$404K +3,386 New
MBT
463
Montecito Bank & Trust
California
$409K
Vanguard Personalized Indexing Management
464
Vanguard Personalized Indexing Management
California
$403K +$84.2K +705 +27%
EAM
465
Evanson Asset Management
California
$399K +$239 +2 +0.1%
IAG
466
Investment Advisory Group
Massachusetts
$398K +$401K +3,357 New
AFC
467
AFT Forsyth & Company
Florida
$394K +$358 +3 +0.1%
QCM
468
Quest Capital Management
Texas
$389K +$16.5K +138 +5%
BSW
469
Buckingham Strategic Wealth
Missouri
$387K +$20.3K +170 +6%
CAG
470
Csenge Advisory Group
Florida
$382K -$106K -885 -21%
CFB
471
Cullen/Frost Bankers
Texas
$378K
DWA
472
Dougherty Wealth Advisers
Minnesota
$378K
SHWM
473
Smith & Howard Wealth Management
Georgia
$378K
BAM
474
Belpointe Asset Management
Nevada
$378K +$5.97K +50 +2%
RMDI
475
R.M. Davis Inc
Maine
$377K