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iShares Russell Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PMFA
501
Plante Moran Financial Advisors
Michigan
$10K -$26.2K -306 -65%
EWP
502
Engrave Wealth Partners
Texas
$10K
HPC
503
HM Payson & Co
Maine
$10K
LWM
504
Liberty Wealth Management
California
$10K +$86 +1 +0.7%
GI
505
Gradient Investments
Minnesota
$10K +$10.3K +120 +414%
EWM
506
Endurance Wealth Management
Rhode Island
$9K
AIS
507
Accurate Investment Solutions
Pennsylvania
$9K +$86 +1 +0.7%
TWA
508
TCI Wealth Advisors
Arizona
$9K +$1.45K +17 +13%
FRA
509
Front Row Advisors
California
$8K -$5.99K -70 -39%
FFC
510
First Financial Corp
Indiana
$8K
FFW
511
Fusion Family Wealth
New York
$8K
LPWM
512
Lake Point Wealth Management
Texas
$8K
POIA
513
Pin Oak Investment Advisors
Texas
$8K
HS
514
Horan Securities
United States
$8K +$10.7K +125 New
MG
515
MilWealth Group
Wisconsin
$7.05K
PFGIA
516
Patriot Financial Group Insurance Agency
Massachusetts
$7K
AssetMark Inc
517
AssetMark Inc
California
$6K -$19.8K -231 -71%
AW
518
Avion Wealth
Texas
$6K +$7.95K +93 New
BWL
519
Bogart Wealth LLC
Virginia
$6K +$8.04K +94 New
TC
520
Truvestments Capital
Florida
$6K +$8.55K +100 New
JWBC
521
John W. Brooker & Co
California
$5K
PP
522
PrairieView Partners
Minnesota
$5K +$6.58K +77 New
GAM
523
Gemmer Asset Management
California
$4K
MPCG
524
Matrix Private Capital Group
New York
$4K
YAL
525
Your Advocates Ltd
Texas
$4K +$5.13K +60 New