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iShares Russell Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EIA
676
Eldridge Investment Advisors
New Hampshire
$242K +$237K +1,735 New
CTA
677
Chesley Taft & Associates
Illinois
$241K +$236K +1,729 New
SIC
678
Sigma Investment Counselors
Michigan
$241K – – –
BW
679
BostonPremier Wealth
Massachusetts
$240K +$820 +6 +0.4%
CWM
680
Calamos Wealth Management
Illinois
$238K – – –
NRI
681
NFP Retirement Inc
California
$237K – – –
WMA
682
West Michigan Advisors
Michigan
$236K +$1.23K +9 +0.5%
GC
683
Grimes & Company
Massachusetts
$236K +$231K +1,689 New
IWA
684
IBEX Wealth Advisors
New Jersey
$235K +$957 +7 +0.4%
LA
685
Legacy Advisors
Pennsylvania
$235K +$230K +1,680 New
UIM
686
Unified Investment Management
Georgia
$233K – – –
SAM
687
Synergy Asset Management
Washington
$233K +$228K +1,665 New
SFC
688
SYM Financial Corp
Indiana
$232K -$976K -7,139 -81%
PWMAG
689
Pinnacle Wealth Management Advisory Group
New Jersey
$232K – – –
FWMM
690
Foundation Wealth Management (Missouri)
Missouri
$232K – – –
MFG
691
MidWestOne Financial Group
Iowa
$230K – – –
WP
692
WealthShield Partners
North Carolina
$230K -$30.5K -223 -12%
IAG
693
Investmark Advisory Group
Connecticut
$229K +$224K +1,639 New
Fiera Capital (Canada)
694
Fiera Capital (Canada)
Quebec, Canada
$228K -$3.96K -29 -2%
CCMG
695
Clark Capital Management Group
Pennsylvania
$228K +$223K +1,634 New
BHBT
696
Burke & Herbert Bank & Trust
Virginia
$226K – – –
TSWM
697
Triangle Securities Wealth Management
North Carolina
$226K -$8.06K -59 -4%
MAM
698
Marotta Asset Management
Virginia
$226K – – –
FA
699
FDx Advisors
Illinois
$226K -$91K -666 -29%
CMP
700
Coston McIsaac & Partners
Maine
$226K – – –