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iShares Russell Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Empower Advisory Group
451
Empower Advisory Group
Colorado
$389K +$84.4K +766 +26%
AWM
452
Atticus Wealth Management
Florida
$388K – – –
KWS
453
Keystone Wealth Services
California
$388K +$84.7K +769 +26%
EAM
454
Evanson Asset Management
California
$385K – – –
FA
455
Financial Alternatives
California
$382K -$45.1K -409 -10%
NEWAS
456
N.E.W. Advisory Services
Wisconsin
$377K -$6.06K -55 -1%
Chevy Chase Trust
457
Chevy Chase Trust
Maryland
$374K – – –
VFA
458
Valeo Financial Advisors
Indiana
$370K -$25.5K -231 -6%
PWM
459
PRW Wealth Management
Massachusetts
$370K +$414K +3,761 New
BP
460
Ballentine Partners
Massachusetts
$369K – – –
TC
461
Trilogy Capital
California
$368K -$19.8K -180 -5%
HAS
462
Holland Advisory Services
Florida
$367K -$17.6K -160 -4%
FLPIM
463
F.L. Putnam Investment Management
Massachusetts
$367K – – –
AWA
464
Artemis Wealth Advisors
New York
$365K – – –
BEAM
465
Baker Ellis Asset Management
Washington
$365K – – –
SG
466
StoneX Group
New York
$362K +$16.4K +149 +5%
SB
467
Simmons Bank
Arkansas
$361K +$19.5K +177 +5%
HSWM
468
Hubbell Strickland Wealth Management
Louisiana
$357K +$41.4K +376 +12%
CIA
469
Compass Ion Advisors
Pennsylvania
$357K +$377K +3,420 New
KCM
470
Kanawha Capital Management
Virginia
$354K – – –
OLVIG
471
Oliver Lagore Vanvalin Investment Group
Michigan
$354K -$734K -6,661 -66%
HI
472
Harbour Investments
Wisconsin
$352K -$3.31K -30 -0.9%
CWM
473
Cranbrook Wealth Management
Michigan
$349K – – –
CCM
474
Cohen Capital Management
California
$347K -$80.9K -734 -18%
IWP
475
Icon Wealth Partners
Texas
$346K – – –