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iShares Russell Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DTC
551
Davidson Trust Company
Washington
$392K – – –
GJIA
552
Glass Jacobson Investment Advisors
Maryland
$392K +$410 +3 +0.1%
CFP
553
Cascade Financial Partners
California
$391K – – –
CTWM
554
Cherry Tree Wealth Management
Minnesota
$390K – – –
KCM
555
Kanawha Capital Management
Virginia
$386K – – –
GFL
556
Granite FO LLC
New Hampshire
$384K -$177K -1,293 -32%
RBFC
557
Roman Butler Fullerton & Co
Missouri
$382K +$547 +4 +0.1%
NWM
558
Navigation Wealth Management
Colorado
$382K +$121K +888 +48%
FWTB
559
First Western Trust Bank
Colorado
$379K -$115K -843 -24%
NAS
560
Nicolet Advisory Services
Wisconsin
$379K – – –
EWM
561
Empirical Wealth Management
Washington
$377K +$4.51K +33 +1%
PCA
562
Prosperity Capital Advisors
Ohio
$376K -$3.42K -25 -0.9%
BA
563
Bridgewater Advisors
New York
$376K -$15.3K -112 -4%
FFC
564
First Financial Corp
Indiana
$374K -$1.09K -8 -0.3%
LSWP
565
Liberty Square Wealth Partners
Pennsylvania
$372K – – –
SWA
566
Stratos Wealth Advisors
Ohio
$372K +$50.7K +371 +16%
SCM
567
SCS Capital Management
Massachusetts
$369K -$49.1K -359 -12%
NAM
568
NTV Asset Management
West Virginia
$367K – – –
BCM
569
BTC Capital Management
Iowa
$366K – – –
VAG
570
VisionPoint Advisory Group
Texas
$364K +$356K +2,607 New
Russell Investments Group
571
Russell Investments Group
United Kingdom
$363K -$683 -5 -0.2%
FWP
572
Fiduciary Wealth Partners
Massachusetts
$362K – – –
IA
573
IFG Advisory
Georgia
$361K +$137 +1 +0%
APW
574
Acima Private Wealth
Virginia
$361K – – –
UAG
575
United Advisor Group
Ohio
$361K +$34.7K +254 +11%