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iShares Russell Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BFA
576
Beacon Financial Advisory
Ohio
$240K +$824 +7 +0.3%
PFM
577
Peak Financial Management
Massachusetts
$239K +$235K +2,000 New
AWS
578
AJ Wealth Strategies
New York
$238K – – –
FPCG
579
Fort Pitt Capital Group
Pennsylvania
$238K – – –
BGIM
580
Brandywine Global Investment Management
Pennsylvania
$235K +$3.77K +32 +2%
FMWA
581
Forvis Mazars Wealth Advisors
Missouri
$234K – – –
GWM
582
GSB Wealth Management
Connecticut
$233K +$824 +7 +0.4%
GC
583
Grimes & Company
Massachusetts
$232K -$17.2K -146 -7%
SC
584
SouthState Corp
Florida
$230K -$15.7K -133 -6%
SWM
585
Shelton Wealth Management
Texas
$229K -$1.88K -16 -0.8%
GIA
586
GHP Investment Advisors
Colorado
$226K +$589 +5 +0.3%
Deutsche Bank
587
Deutsche Bank
Germany
$224K – – –
AFP
588
Advus Financial Partners
Florida
$223K -$203K -1,726 -48%
SIC
589
Sigma Investment Counselors
Michigan
$221K – – –
NB
590
Northwest Bancshares
Pennsylvania
$220K – – –
FCB
591
First Command Bank
Texas
$220K +$14.8K +126 +7%
FCFS
592
First Command Financial Services
Texas
$220K +$14.8K +126 +7%
SRC
593
Shufro Rose & Co
New York
$219K +$215K +1,827 New
SC
594
Steph & Co
Wisconsin
$215K -$9.07K -77 -4%
MWP
595
Madison Wealth Partners
Wisconsin
$215K – – –
FHB
596
First Hawaiian Bank
Hawaii
$212K – – –
FMC
597
First Merchants Corp
Indiana
$212K – – –
Boston Partners
598
Boston Partners
Massachusetts
$211K -$217K -1,847 -51%
FBFS
599
First Business Financial Services
Wisconsin
$208K – – –
DJSG
600
D.J. St. Germain
Massachusetts
$206K -$106K -900 -34%