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iShares Russell Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AFG
551
Allegheny Financial Group
Pennsylvania
$229K +$671 +6 +0.3%
MAM
552
Marotta Asset Management
Virginia
$229K
Citadel Advisors
553
Citadel Advisors
Florida
$228K +$251K +2,242 New
GC
554
Grimes & Company
Massachusetts
$224K +$29.2K +261 +13%
KL
555
KilterHowling LLC
Colorado
$221K +$1.01K +9 +0.4%
FFC
556
First Financial Corp
Indiana
$221K +$98.8K +884 +68%
KAM
557
Knightsbridge Asset Management
California
$220K +$243K +2,170 New
CL
558
CPWM LLC
Washington
$219K -$7.16K -64 -3%
PFM
559
Peak Financial Management
Massachusetts
$215K +$13.4K +120 +6%
CSWM
560
Cassady Schiller Wealth Management
Ohio
$214K -$73.2K -655 -24%
CWM
561
Congress Wealth Management
Massachusetts
$213K +$3.69K +33 +2%
BFA
562
Beacon Financial Advisory
Ohio
$213K +$10.2K +91 +5%
KIA
563
KCM Investment Advisors
California
$212K
RDFA
564
Ritter Daniher Financial Advisory
Ohio
$210K
CAG
565
Crestwood Advisors Group
Massachusetts
$210K +$1.79K +16 +0.8%
FPCG
566
Forum Private Client Group
Indiana
$209K +$230K +2,054 New
1IA
567
1834 Investment Advisors
Wisconsin
$208K
TSWM
568
Tyler-Stone Wealth Management
Ohio
$207K
MCA
569
Maryland Capital Advisors
Maryland
$206K
SW
570
SkyOak Wealth
Michigan
$206K
AWS
571
AJ Wealth Strategies
New York
$202K
CIA
572
Capital Investment Advisors
Georgia
$201K +$221K +1,978 New
SC
573
SouthState Corp
Florida
$195K
HI
574
Harbour Investments
Wisconsin
$194K +$214K +1,912 New
GIA
575
GHP Investment Advisors
Colorado
$192K +$559 +5 +0.3%