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iShares Russell Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BCM
601
BTC Capital Management
Iowa
$431K
MCWS
602
McKinley Carter Wealth Services
West Virginia
$431K
CFG
603
Citizens Financial Group
Rhode Island
$430K +$53.5K +339 +15%
TWP
604
Triad Wealth Partners
Kansas
$427K -$420K -2,663 -51%
APW
605
Acima Private Wealth
Virginia
$425K
PCS
606
Private Client Services
Kentucky
$425K -$7.26K -46 -2%
EWM
607
Empirical Wealth Management
Washington
$425K
NL
608
NWAM LLC
Washington
$424K -$3.16K -20 -0.8%
IWS
609
Integrity Wealth Solutions
Colorado
$423K
GHA
610
Granite Harbor Advisors
Texas
$423K -$67.5K -428 -14%
BIG
611
Builder Investment Group
Georgia
$418K
NRC
612
New Republic Capital
North Carolina
$418K +$284K +1,800 +244%
VDI
613
Vaughan David Investments
Illinois
$417K
CCM
614
Cohen Capital Management
California
$417K +$316 +2 +0.1%
AA
615
Ancora Advisors
Ohio
$416K
MFA
616
Millington Financial Advisors
Illinois
$415K
JIC
617
Joel Isaacson & Co
New York
$413K +$316 +2 +0.1%
MC
618
Mathes Company
New York
$412K
BI
619
Ballast Inc
Kentucky
$409K
Qube Research & Technologies (QRT)
620
Qube Research & Technologies (QRT)
United Kingdom
$406K +$389K +2,467 New
GJIA
621
Glass Jacobson Investment Advisors
Maryland
$403K +$789 +5 +0.2%
MFP
622
Meramec Financial Planners
Missouri
$403K -$14.8K -94 -4%
LWM
623
Level Wealth Management
North Carolina
$403K
FWTB
624
First Western Trust Bank
Colorado
$400K
SWA
625
Strategies Wealth Advisors
Michigan
$398K