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iShares Russell Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GJIA
626
Glass Jacobson Investment Advisors
Maryland
$347K -$48.5K -347 -12%
SA
627
Sovran Advisors
California
$347K -$13.4K -96 -4%
LWPC
628
Legacy Wealth Partners (Colorado)
Colorado
$346K +$343K +2,456 New
XPN
629
XY Planning Network
Montana
$344K +$341K +2,440 New
FA
630
Flagstar Advisors
New York
$343K -$15.7K -112 -4%
VFPW
631
Vantage Financial Partners (Wisconsin)
Wisconsin
$342K -$12.9K -92 -4%
SWA
632
Strategies Wealth Advisors
Michigan
$341K
PIMG
633
Patriot Investment Management Group
Tennessee
$341K +$14.7K +105 +5%
TF
634
Theory Financial
Colorado
$340K
FVWA
635
Foster Victor Wealth Advisors
South Carolina
$338K
BCM
636
Becker Capital Management
Oregon
$338K -$15.7K -112 -4%
EWM
637
Elevation Wealth Management
Minnesota
$337K +$334K +2,390 New
SCTC
638
Sanibel Captiva Trust Company
Florida
$337K
FLI
639
Family Legacy Inc
South Carolina
$336K
LWCFA
640
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$335K
WHG
641
Westwood Holdings Group
Texas
$334K +$331K +2,366 New
CG
642
Caprock Group
Idaho
$329K
QCM
643
QRG Capital Management
Illinois
$328K +$16.8K +120 +5%
KL
644
KilterHowling LLC
Colorado
$326K +$1.54K +11 +0.5%
NB
645
NBT Bank
New York
$326K
PP
646
Postrock Partners
Oregon
$325K
MIC
647
Means Investment Company
Maine
$325K +$839 +6 +0.3%
Qube Research & Technologies (QRT)
648
Qube Research & Technologies (QRT)
United Kingdom
$323K +$321K +2,293 New
CCMG
649
Clark Capital Management Group
Pennsylvania
$322K +$91K +651 +40%
RBFC
650
Roman Butler Fullerton & Co
Missouri
$322K -$84.3K -603 -22%