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iShares Russell Mid-Cap Value ETF

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