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iShares Russell Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ABC
551
Associated Banc-Corp
Wisconsin
$257K
KIA
552
KCM Investment Advisors
California
$256K
AWM
553
Altium Wealth Management
New York
$255K
GC
554
Grimes & Company
Massachusetts
$255K +$478 +4 +0.2%
Fiera Capital (Canada)
555
Fiera Capital (Canada)
Quebec, Canada
$252K
SC
556
SouthState Corp
Florida
$252K +$15.9K +133 +7%
CL
557
CPWM LLC
Washington
$251K
EWM
558
Empirical Wealth Management
Washington
$250K
HW
559
Hancock Whitney
Mississippi
$248K +$242K +2,028 New
MCA
560
Maryland Capital Advisors
Maryland
$248K +$242K +2,028 New
BFA
561
Beacon Financial Advisory
Ohio
$245K
LAM
562
LifePro Asset Management
California
$245K +$119 +1 +0.1%
AWS
563
AJ Wealth Strategies
New York
$244K
FPCG
564
Fort Pitt Capital Group
Pennsylvania
$244K
Fisher Asset Management
565
Fisher Asset Management
Washington
$243K -$40K -335 -14%
MA
566
MONECO Advisors
Connecticut
$242K +$239 +2 +0.1%
Cerity Partners
567
Cerity Partners
New York
$242K +$1.43K +12 +0.6%
WP
568
WealthPLAN Partners
Nebraska
$239K -$34.1K -286 -12%
WF
569
Welch & Forbes
Massachusetts
$239K -$5.97K -50 -2%
AFS
570
AFG Fiduciary Services
Massachusetts
$239K +$233K +1,955 New
FMWA
571
Forvis Mazars Wealth Advisors
Missouri
$239K +$234K +1,956 New
GWM
572
GSB Wealth Management
Connecticut
$238K +$232K +1,943 New
BGIM
573
Brandywine Global Investment Management
Pennsylvania
$236K +$34.4K +288 +18%
SWM
574
Shelton Wealth Management
Texas
$236K +$230K +1,928 New
AT
575
American Trust
Kentucky
$236K +$230K +1,930 New