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iShares Russell Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RIA
526
Regal Investment Advisors
Michigan
$344K +$236 +2 +0.1%
BCG
527
Breakwater Capital Group
New Jersey
$344K +$12.1K +103 +4%
FLPIM
528
F.L. Putnam Investment Management
Massachusetts
$343K -$99.3K -843 -24%
CCM
529
Cohen Capital Management
California
$341K -$72.9K -619 -19%
JWCA
530
J.W. Cole Advisors
Florida
$338K -$5.89K -50 -2%
FFA
531
Farther Finance Advisors
California
$338K +$141K +1,199 +79%
D
532
Dentgroup
Louisiana
$337K -$22.1K -188 -7%
BIG
533
Builder Investment Group
Georgia
$336K -$4.36K -37 -1%
ECG
534
Edge Capital Group
Georgia
$336K -$14.5K -123 -4%
AMM
535
American Money Management
California
$333K -$11.8K -100 -4%
BWM
536
BCGM Wealth Management
Indiana
$332K
AAS
537
Annex Advisory Services
Wisconsin
$332K +$312K +2,647 New
NB
538
Nicolet Bankshares
Wisconsin
$331K +$311K +2,644 New
BFA
539
Beacon Financial Advisory
Ohio
$330K +$824 +7 +0.3%
NAM
540
NTV Asset Management
West Virginia
$329K +$75.4K +640 +32%
BCM
541
BTC Capital Management
Iowa
$328K +$308K +2,619 New
RFS
542
Richardson Financial Services
Massachusetts
$326K -$10.8K -92 -3%
MFG
543
Magnus Financial Group
New York
$325K +$353 +3 +0.1%
BCM
544
Becker Capital Management
Oregon
$325K +$118 +1 +0%
Lazard Asset Management
545
Lazard Asset Management
New York
$325K
KFI
546
Key Financial Inc
Pennsylvania
$325K -$4K -34 -1%
APW
547
Acima Private Wealth
Virginia
$324K
BMCM
548
Bryn Mawr Capital Management
Pennsylvania
$324K
SCTC
549
Sanibel Captiva Trust Company
Florida
$322K
FA
550
FDx Advisors
Illinois
$321K -$40.4K -343 -12%