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iShares Russell Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MCA
676
Maryland Capital Advisors
Maryland
$334K +$320K +2,028 New
HCM
677
Howard Capital Management
Georgia
$334K – – –
VCA
678
Verdence Capital Advisors
Maryland
$330K – – –
Nuveen
679
Nuveen
North Carolina
$329K +$315K +1,999 New
USB
680
Union Savings Bank
Connecticut
$328K – – –
SWA
681
Stratos Wealth Advisors
Ohio
$326K -$1.1K -7 -0.4%
IAG
682
Investmark Advisory Group
Connecticut
$325K +$18.1K +115 +6%
SW
683
SkyOak Wealth
Michigan
$324K – – –
B
684
Bayban
Minnesota
$324K – – –
DWA
685
Douglass Winthrop Advisors
New York
$320K – – –
OIA
686
OneDigital Investment Advisors
Kansas
$318K -$18.3K -116 -6%
MWP
687
Madison Wealth Partners
Wisconsin
$318K -$6.15K -39 -2%
OWM
688
Orgel Wealth Management
Wisconsin
$317K +$39.1K +248 +15%
FHB
689
First Hawaiian Bank
Hawaii
$316K -$6.47K -41 -2%
MA
690
MONECO Advisors
Connecticut
$316K +$631 +4 +0.2%
WS
691
Wilian Securities
Minnesota
$316K +$303K +1,919 New
FFA
692
Fragasso Financial Advisors
Pennsylvania
$316K +$2.52K +16 +0.8%
TF
693
TME Financial
California
$314K +$34.1K +216 +13%
DWP
694
Daymark Wealth Partners
Ohio
$314K -$1.1K -7 -0.4%
LFAS
695
Level Four Advisory Services
Texas
$313K -$6.63K -42 -2%
PFM
696
Peak Financial Management
Massachusetts
$313K – – –
GAM
697
Gotham Asset Management
New York
$313K +$300K +1,899 New
RA
698
Ruggaard & Associates
Ohio
$312K -$25.7K -163 -8%
CGFA
699
Colton Groome Financial Advisors
North Carolina
$310K +$298K +1,886 New
RWA
700
River Wealth Advisors
Pennsylvania
$306K – – –