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iShares Russell Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PFO
451
Pathstone Family Office
New Jersey
$427K +$15.1K +128 +4%
Vanguard Personalized Indexing Management
452
Vanguard Personalized Indexing Management
California
$427K +$32.4K +275 +8%
HSWM
453
Hubbell Strickland Wealth Management
Louisiana
$425K +$471 +4 +0.1%
WAL
454
W Advisors LLC
Tennessee
$424K -$191K -1,623 -31%
JFGIW
455
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$423K -$101K -860 -20%
RMDI
456
R.M. Davis Inc
Maine
$422K +$53K +450 +15%
MFGP
457
Marshall Financial Group (Pennsylvania)
Pennsylvania
$421K -$39.4K -335 -9%
RWA
458
Ropes Wealth Advisors
Massachusetts
$414K
VWA
459
V Wealth Advisors
Kansas
$414K
CWM
460
Cranbrook Wealth Management
Michigan
$411K
EA
461
Eudaimonia Advisors
Tennessee
$410K
AWM
462
Apollon Wealth Management
South Carolina
$409K +$182K +1,545 +82%
APW
463
Acima Private Wealth
Virginia
$408K
SG
464
StoneX Group
New York
$406K +$706 +6 +0.2%
IAG
465
Investment Advisory Group
Massachusetts
$401K
MBT
466
Montecito Bank & Trust
California
$401K
PCA
467
Personal Capital Advisors
California
$397K -$108K -920 -22%
IWP
468
Icon Wealth Partners
Texas
$396K -$25.4K -216 -6%
SFG
469
Sovereign Financial Group
Connecticut
$394K -$93.1K -791 -19%
DT
470
Diversified Trust
Tennessee
$392K +$168K +1,431 +78%
EAM
471
Evanson Asset Management
California
$390K +$118 +1 +0%
AA
472
Aire Advisors
California
$390K +$384K +3,260 New
AFC
473
AFT Forsyth & Company
Florida
$385K +$471 +4 +0.1%
AI
474
Ariel Investments
Illinois
$383K +$377K +3,199 New
MFG
475
Merit Financial Group
Georgia
$379K +$373K +3,166 New