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iShares Russell Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWP
451
Summit Wealth Partners
Florida
$472K -$8.42K -79 -2%
GFP
452
Gryphon Financial Partners
Ohio
$471K
GFL
453
Granite FO LLC
New Hampshire
$470K
9WM
454
9258 Wealth Management
Ohio
$468K -$14.4K -135 -3%
DWA
455
Douglass Winthrop Advisors
New York
$465K -$53.3K -500 -11%
CG
456
Cynosure Group
Utah
$464K +$81.9K +769 +24%
GGA
457
Granite Group Advisors
Connecticut
$463K +$405K +3,800 New
WT
458
Washington Trust
Rhode Island
$461K -$2.13K -20 -0.5%
FUBT
459
First United Bank & Trust
Maryland
$461K -$12.8K -120 -3%
CIA
460
Capital Investment Advisors
Georgia
$457K +$6.71K +63 +2%
PIA
461
Pinion Investment Advisors
Kansas
$453K +$87.5K +821 +27%
SAM
462
Silvercrest Asset Management
New York
$451K
NCM
463
NCM Capital Management
New Jersey
$444K +$2.34K +22 +0.6%
SA
464
Skyline Advisors
Washington
$443K +$405K +3,806 New
1SB
465
1ST Source Bank
Indiana
$442K -$16K -150 -4%
FA
466
Flagstar Advisors
New York
$433K -$5.75K -54 -1%
GAA
467
Guardian Asset Advisors
Pennsylvania
$433K +$397K +3,723 New
EAM
468
Evanson Asset Management
California
$429K +$213 +2 +0.1%
FA
469
Financial Alternatives
California
$426K
ZF
470
Zhang Financial
Michigan
$424K -$68.1K -639 -15%
Empower Advisory Group
471
Empower Advisory Group
Colorado
$424K -$9.38K -88 -2%
BP
472
Ballentine Partners
Massachusetts
$422K +$9.59K +90 +3%
NEWAS
473
N.E.W. Advisory Services
Wisconsin
$420K
AWM
474
Atticus Wealth Management
Florida
$419K -$12.7K -119 -3%
Chevy Chase Trust
475
Chevy Chase Trust
Maryland
$417K