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iShares Russell Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GC
501
Grimes & Company
Massachusetts
$236K +$28.9K +250 +14%
MA
502
MONECO Advisors
Connecticut
$234K +$9.38K +81 +4%
Fiera Capital (Canada)
503
Fiera Capital (Canada)
Quebec, Canada
$233K -$3.7K -32 -2%
EWM
504
Empirical Wealth Management
Washington
$231K +$463 +4 +0.2%
TC
505
TownSquare Capital
Utah
$230K +$3.36K +29 +1%
WF
506
Welch & Forbes
Massachusetts
$228K – – –
MPIM
507
McGinn Penninger Investment Management
Virginia
$227K – – –
BFA
508
Beacon Financial Advisory
Ohio
$227K +$9.84K +85 +4%
AWS
509
AJ Wealth Strategies
New York
$226K – – –
LAM
510
LifePro Asset Management
California
$226K +$231K +1,999 New
FPCG
511
Fort Pitt Capital Group
Pennsylvania
$225K +$14.1K +122 +7%
Cerity Partners
512
Cerity Partners
New York
$223K +$6.83K +59 +3%
CAG
513
Crestwood Advisors Group
Massachusetts
$221K – – –
BCI
514
Brinker Capital Investments
Pennsylvania
$220K – – –
S
515
SignatureFD
Georgia
$220K +$13.7K +118 +6%
MA
516
Mutual Advisors
Nebraska
$219K +$224K +1,932 New
SC
517
SouthState Corp
Florida
$218K – – –
ONB
518
Old National Bancorp
Indiana
$218K +$223K +1,929 New
AWA
519
Arete Wealth Advisors
Illinois
$217K +$222K +1,914 New
SC
520
Steph & Co
Wisconsin
$213K – – –
GIA
521
GHP Investment Advisors
Colorado
$212K +$4.63K +40 +2%
Deutsche Bank
522
Deutsche Bank
Germany
$212K +$188K +1,628 +656%
SIC
523
Sigma Investment Counselors
Michigan
$209K – – –
MWM
524
Modera Wealth Management
New Jersey
$208K -$22.3K -193 -9%
NB
525
Northwest Bancshares
Pennsylvania
$208K -$16.1K -139 -7%