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iShares Russell Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WIC
501
Woodmont Investment Counsel
Tennessee
$230K +$229K +2,000 New
AWS
502
AJ Wealth Strategies
New York
$229K – – –
CIA
503
Capital Investment Advisors
Georgia
$229K +$4.82K +42 +2%
MA
504
MONECO Advisors
Connecticut
$228K +$227K +1,981 New
NB
505
Northwest Bancshares
Pennsylvania
$227K – – –
GG
506
Greenwood Gearhart
Arkansas
$226K -$206K -1,796 -48%
AWM
507
Altium Wealth Management
New York
$225K – – –
ATC
508
Argent Trust Co
Tennessee
$225K – – –
CAG
509
Crestwood Advisors Group
Massachusetts
$225K – – –
AFAS
510
Acorn Financial Advisory Services
Virginia
$224K – – –
GWM
511
GSB Wealth Management
Connecticut
$221K -$30.3K -264 -12%
BFA
512
Beacon Financial Advisory
Ohio
$221K +$8.71K +76 +4%
SC
513
SouthState Corp
Florida
$221K +$221K +1,924 New
BCI
514
Brinker Capital Investments
Pennsylvania
$220K -$198K -1,729 -47%
TFGT
515
TS Financial Group (TSFG)
Illinois
$220K +$229 +2 +0.1%
Cerity Partners
516
Cerity Partners
New York
$220K +$219K +1,910 New
AFG
517
Allegheny Financial Group
Pennsylvania
$219K +$219K +1,909 New
SC
518
Steph & Co
Wisconsin
$216K -$32.8K -286 -13%
FPCG
519
Fort Pitt Capital Group
Pennsylvania
$215K -$15K -131 -7%
SIC
520
Sigma Investment Counselors
Michigan
$212K -$19.5K -170 -8%
HR
521
Hayden Royal
North Carolina
$212K -$1.26K -11 -0.6%
GC
522
Grimes & Company
Massachusetts
$211K +$210K +1,832 New
S
523
SignatureFD
Georgia
$210K +$4.36K +38 +2%
GIA
524
GHP Investment Advisors
Colorado
$210K +$210K +1,829 New
RDFA
525
Ritter Daniher Financial Advisory
Ohio
$208K – – –