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iShares Russell Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
XPN
601
XY Planning Network
Montana
$436K +$6.94K +44 +2%
RBFC
602
Roman Butler Fullerton & Co
Missouri
$433K +$71.2K +451 +21%
NAM
603
NTV Asset Management
West Virginia
$432K – – –
BCM
604
BTC Capital Management
Iowa
$431K – – –
MCWS
605
McKinley Carter Wealth Services
West Virginia
$431K – – –
CFG
606
Citizens Financial Group
Rhode Island
$430K +$53.5K +339 +15%
TWP
607
Triad Wealth Partners
Kansas
$427K -$420K -2,663 -51%
APW
608
Acima Private Wealth
Virginia
$425K – – –
PCS
609
Private Client Services
Kentucky
$425K -$7.26K -46 -2%
EWM
610
Empirical Wealth Management
Washington
$425K – – –
NL
611
NWAM LLC
Washington
$424K -$3.16K -20 -0.8%
IWS
612
Integrity Wealth Solutions
Colorado
$423K – – –
GHA
613
Granite Harbor Advisors
Texas
$423K -$67.5K -428 -14%
BIG
614
Builder Investment Group
Georgia
$418K – – –
NRC
615
New Republic Capital
North Carolina
$418K +$284K +1,800 +244%
VDI
616
Vaughan David Investments
Illinois
$417K – – –
CCM
617
Cohen Capital Management
California
$417K +$316 +2 +0.1%
AA
618
Ancora Advisors
Ohio
$416K – – –
MFA
619
Millington Financial Advisors
Illinois
$415K – – –
JIC
620
Joel Isaacson & Co
New York
$413K +$316 +2 +0.1%
MC
621
Mathes Company
New York
$412K – – –
BI
622
Ballast Inc
Kentucky
$409K – – –
Qube Research & Technologies (QRT)
623
Qube Research & Technologies (QRT)
United Kingdom
$406K +$389K +2,467 New
GJIA
624
Glass Jacobson Investment Advisors
Maryland
$403K +$789 +5 +0.2%
MFP
625
Meramec Financial Planners
Missouri
$403K -$14.8K -94 -4%