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iShares Russell Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PCM
551
Pointe Capital Management
Michigan
$309K +$283K +2,658 New
BWM
552
BCGM Wealth Management
Indiana
$308K +$282K +2,651 New
BFA
553
Beacon Financial Advisory
Ohio
$306K +$2.45K +23 +0.9%
KFI
554
Key Financial Inc
Pennsylvania
$305K
AP
555
Appleton Partners
Massachusetts
$305K
TW
556
TrinityPoint Wealth
Connecticut
$304K +$34.2K +321 +14%
PA
557
Pineridge Advisors
Missouri
$304K +$278K +2,612 New
BCG
558
Breakwater Capital Group
New Jersey
$303K +$16.8K +158 +6%
Lazard Asset Management
559
Lazard Asset Management
New York
$302K
MFG
560
Magnus Financial Group
New York
$302K -$3.73K -35 -1%
BCM
561
Becker Capital Management
Oregon
$302K +$107 +1 +0%
APW
562
Acima Private Wealth
Virginia
$301K -$889K -8,346 -76%
BMCM
563
Bryn Mawr Capital Management
Pennsylvania
$300K +$38.1K +358 +16%
SCTC
564
Sanibel Captiva Trust Company
Florida
$299K +$274K +2,568 New
FLI
565
Family Legacy Inc
South Carolina
$298K
LAS
566
Lloyd Advisory Services
Georgia
$297K +$272K +2,552 New
SRC
567
Shufro Rose & Co
New York
$294K
FWI
568
Facet Wealth Inc
Maryland
$292K +$11K +103 +4%
AIA
569
Arbor Investment Advisors
North Carolina
$290K
BI
570
Ballast Inc
Kentucky
$289K
CIC
571
Carnegie Investment Counsel
Ohio
$289K -$18K -169 -6%
RBFC
572
Roman Butler Fullerton & Co
Missouri
$285K -$143K -1,341 -35%
SCM
573
Steele Capital Management
Iowa
$283K +$260K +2,436 New
PFG
574
Pacific Financial Group
Washington
$283K
WWM
575
Western Wealth Management
Colorado
$282K +$258K +2,422 New