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iShares Russell Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RWA
651
River Wealth Advisors
Pennsylvania
$260K -$1.37K -10 -0.5%
FM
652
Foster & Motley
Ohio
$259K – – –
RC
653
Rahlfs Capital
Texas
$258K – – –
SMA
654
Sage Mountain Advisors
Georgia
$257K – – –
PMFA
655
Plante Moran Financial Advisors
Michigan
$257K – – –
DWP
656
Daymark Wealth Partners
Ohio
$256K +$137 +1 +0.1%
MBT
657
Montecito Bank & Trust
California
$253K +$248K +1,811 New
Citadel Advisors
658
Citadel Advisors
Florida
$253K -$3.5M -25,579 -93%
SFG
659
SNS Financial Group
Minnesota
$253K -$9.57K -70 -4%
MWP
660
Madison Wealth Partners
Wisconsin
$251K – – –
GWS
661
Glassman Wealth Services
Virginia
$251K – – –
GIA
662
GHP Investment Advisors
Colorado
$251K – – –
AFC
663
AFT Forsyth & Company
Florida
$251K -$36.5K -267 -13%
GGS
664
Galvin Gaustad & Stein
Arizona
$250K +$27.1K +198 +12%
SWGC
665
Summit Wealth Group (Colorado)
Colorado
$249K -$2.19M -15,996 -93%
SC
666
SouthState Corp
Florida
$249K -$273 -2 -0.1%
LIM
667
Lathrop Investment Management
Arkansas
$249K – – –
MSAM
668
Moloney Securities Asset Management
Missouri
$249K -$2.32K -17 -0.9%
FA
669
FSA Advisors
Michigan
$249K -$38.1K -279 -14%
EIA
670
Edgemoor Investment Advisors
Maryland
$247K – – –
FIM
671
Freedom Investment Management
Connecticut
$246K -$1.77M -12,918 -88%
GCM
672
Gallacher Capital Management
Colorado
$245K – – –
SCA
673
Snowden Capital Advisors
New York
$244K – – –
FWMP
674
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$243K -$15K -110 -6%
MPCL
675
My Personal CFO LLC
Washington
$243K +$238K +1,743 New