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iShares Russell Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NCM
501
Next Capital Management
New York
$541K +$218K +1,466 +65%
LWM
502
LongView Wealth Management
Georgia
$541K +$60.3K +406 +13%
SWM
503
Sherman Wealth Management
Maryland
$540K -$2.23K -15 -0.4%
EAM
504
Evanson Asset Management
California
$539K +$148 +1 +0%
SB
505
Simmons Bank
Arkansas
$539K – – –
AWMS
506
Advocacy Wealth Management Services
Georgia
$536K – – –
HCMT
507
Highland Capital Management (Tennessee)
Tennessee
$535K – – –
WT
508
Washington Trust
Rhode Island
$535K -$91.3K -615 -14%
FA
509
Financial Alternatives
California
$534K – – –
1SB
510
1ST Source Bank
Indiana
$532K – – –
EWA
511
EverSource Wealth Advisors
Alabama
$530K -$172K -1,160 -24%
GPA
512
Guidance Point Advisors
Massachusetts
$525K +$1.63K +11 +0.3%
EWS
513
Evergreen Wealth Solutions
Pennsylvania
$524K +$289K +1,945 +118%
PPW
514
Parcion Private Wealth
Washington
$523K – – –
FLPIM
515
F.L. Putnam Investment Management
Massachusetts
$523K +$13.5K +91 +3%
SAI
516
Savvy Advisors Inc
New York
$520K -$54.6K -368 -9%
FF
517
Finley Financial
Nevada
$520K – – –
HI
518
Harbour Investments
Wisconsin
$518K +$335K +2,254 +173%
BEAM
519
Baker Ellis Asset Management
Washington
$513K – – –
CIA
520
Compass Ion Advisors
Pennsylvania
$510K +$297 +2 +0.1%
Russell Investments Group
521
Russell Investments Group
United Kingdom
$509K +$133K +896 +34%
CW
522
CreativeOne Wealth
Kansas
$508K +$50.2K +338 +11%
RIS
523
Retirement Income Solutions
Michigan
$507K – – –
WIM
524
Wittenberg Investment Management
Massachusetts
$507K – – –
PCA
525
Pallas Capital Advisors
Massachusetts
$501K -$2.67K -18 -0.5%