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iShares Russell Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LWM
501
LongView Wealth Management
Georgia
$541K +$60.3K +406 +13%
SWM
502
Sherman Wealth Management
Maryland
$540K -$2.23K -15 -0.4%
EAM
503
Evanson Asset Management
California
$539K +$148 +1 +0%
SB
504
Simmons Bank
Arkansas
$539K
AWMS
505
Advocacy Wealth Management Services
Georgia
$536K
HCMT
506
Highland Capital Management (Tennessee)
Tennessee
$535K
WT
507
Washington Trust
Rhode Island
$535K -$91.3K -615 -14%
FA
508
Financial Alternatives
California
$534K
1SB
509
1ST Source Bank
Indiana
$532K
EWA
510
EverSource Wealth Advisors
Alabama
$530K -$172K -1,160 -24%
GPA
511
Guidance Point Advisors
Massachusetts
$525K +$1.63K +11 +0.3%
EWS
512
Evergreen Wealth Solutions
Pennsylvania
$524K +$289K +1,945 +118%
PPW
513
Parcion Private Wealth
Washington
$523K
FLPIM
514
F.L. Putnam Investment Management
Massachusetts
$523K +$13.5K +91 +3%
SAI
515
Savvy Advisors Inc
New York
$520K -$54.6K -368 -9%
FF
516
Finley Financial
Nevada
$520K
HI
517
Harbour Investments
Wisconsin
$518K +$335K +2,254 +173%
BEAM
518
Baker Ellis Asset Management
Washington
$513K
CIA
519
Compass Ion Advisors
Pennsylvania
$510K +$297 +2 +0.1%
Russell Investments Group
520
Russell Investments Group
United Kingdom
$509K +$133K +896 +34%
CW
521
CreativeOne Wealth
Kansas
$508K +$50.2K +338 +11%
RIS
522
Retirement Income Solutions
Michigan
$507K
WIM
523
Wittenberg Investment Management
Massachusetts
$507K
PCA
524
Pallas Capital Advisors
Massachusetts
$501K -$2.67K -18 -0.5%
2WWM
525
21 West Wealth Management
California
$499K