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iShares Russell Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LAM
551
LifePro Asset Management
California
$270K +$29.9K +254 +13%
AFG
552
Allegheny Financial Group
Pennsylvania
$269K -$10.8K -92 -4%
MAM
553
Marotta Asset Management
Virginia
$265K
CL
554
CPWM LLC
Washington
$265K +$118 +1 +0%
MWM
555
Modera Wealth Management
New Jersey
$264K +$39.4K +335 +18%
MFG
556
Magnus Financial Group
New York
$263K +$259K +2,202 New
KL
557
KilterHowling LLC
Colorado
$260K +$942 +8 +0.4%
YIH
558
Y-Intercept (HK)
Hong Kong
$258K +$254K +2,158 New
IA
559
Insight Advisors
Pennsylvania
$254K -$51.9K -441 -17%
OWM
560
OneAscent Wealth Management
Alabama
$254K +$250K +2,127 New
AWM
561
Altium Wealth Management
New York
$250K
KIA
562
KCM Investment Advisors
California
$250K
NL
563
NWAM LLC
Washington
$250K +$246K +2,091 New
NAM
564
NTV Asset Management
West Virginia
$249K -$87.7K -745 -26%
MA
565
MONECO Advisors
Connecticut
$247K +$235 +2 +0.1%
CWM
566
Congress Wealth Management
Massachusetts
$247K +$22.4K +190 +10%
RDFA
567
Ritter Daniher Financial Advisory
Ohio
$247K +$29.8K +253 +14%
Fiera Capital (Canada)
568
Fiera Capital (Canada)
Quebec, Canada
$246K
1IA
569
1834 Investment Advisors
Wisconsin
$245K -$36.3K -308 -13%
CAG
570
Crestwood Advisors Group
Massachusetts
$245K -$17.4K -148 -7%
WTB
571
Washington Trust Bank
Washington
$245K +$241K +2,045 New
TSWM
572
Tyler-Stone Wealth Management
Ohio
$244K -$70.3K -597 -23%
MCA
573
Maryland Capital Advisors
Maryland
$243K
SW
574
SkyOak Wealth
Michigan
$243K +$239K +2,028 New
PIMG
575
Patriot Investment Management Group
Tennessee
$241K +$38.3K +325 +19%