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iShares Russell Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MA
551
Mutual Advisors
Nebraska
$262K +$24.7K +207 +11%
FLPIM
552
F.L. Putnam Investment Management
Massachusetts
$258K – – –
ABC
553
Associated Banc-Corp
Wisconsin
$257K – – –
KIA
554
KCM Investment Advisors
California
$256K – – –
AWM
555
Altium Wealth Management
New York
$255K – – –
GC
556
Grimes & Company
Massachusetts
$255K +$478 +4 +0.2%
Fiera Capital (Canada)
557
Fiera Capital (Canada)
Quebec, Canada
$252K – – –
SC
558
SouthState Corp
Florida
$252K +$15.9K +133 +7%
CL
559
CPWM LLC
Washington
$251K – – –
EWM
560
Empirical Wealth Management
Washington
$250K – – –
HW
561
Hancock Whitney
Mississippi
$248K +$242K +2,028 New
MCA
562
Maryland Capital Advisors
Maryland
$248K +$242K +2,028 New
BFA
563
Beacon Financial Advisory
Ohio
$245K – – –
LAM
564
LifePro Asset Management
California
$245K +$119 +1 +0.1%
AWS
565
AJ Wealth Strategies
New York
$244K – – –
FPCG
566
Fort Pitt Capital Group
Pennsylvania
$244K – – –
Fisher Asset Management
567
Fisher Asset Management
Washington
$243K -$40K -335 -14%
MA
568
MONECO Advisors
Connecticut
$242K +$239 +2 +0.1%
Cerity Partners
569
Cerity Partners
New York
$242K +$1.43K +12 +0.6%
WP
570
WealthPLAN Partners
Nebraska
$239K -$34.1K -286 -12%
WF
571
Welch & Forbes
Massachusetts
$239K -$5.97K -50 -2%
AFS
572
AFG Fiduciary Services
Massachusetts
$239K +$233K +1,955 New
FMWA
573
Forvis Mazars Wealth Advisors
Missouri
$239K +$234K +1,956 New
GWM
574
GSB Wealth Management
Connecticut
$238K +$232K +1,943 New
BGIM
575
Brandywine Global Investment Management
Pennsylvania
$236K +$34.4K +288 +18%