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iShares Russell Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CTA
676
Chesley Taft & Associates
Illinois
$241K +$236K +1,729 New
SIC
677
Sigma Investment Counselors
Michigan
$241K
BW
678
BostonPremier Wealth
Massachusetts
$240K +$820 +6 +0.4%
CWM
679
Calamos Wealth Management
Illinois
$238K
NRI
680
NFP Retirement Inc
California
$237K
WMA
681
West Michigan Advisors
Michigan
$236K +$1.23K +9 +0.5%
GC
682
Grimes & Company
Massachusetts
$236K +$231K +1,689 New
IWA
683
IBEX Wealth Advisors
New Jersey
$235K +$957 +7 +0.4%
LA
684
Legacy Advisors
Pennsylvania
$235K +$230K +1,680 New
UIM
685
Unified Investment Management
Georgia
$233K
SAM
686
Synergy Asset Management
Washington
$233K +$228K +1,665 New
SFC
687
SYM Financial Corp
Indiana
$232K -$976K -7,139 -81%
PWMAG
688
Pinnacle Wealth Management Advisory Group
New Jersey
$232K
FWMM
689
Foundation Wealth Management (Missouri)
Missouri
$232K
MFG
690
MidWestOne Financial Group
Iowa
$230K
WP
691
WealthShield Partners
North Carolina
$230K -$30.5K -223 -12%
IAG
692
Investmark Advisory Group
Connecticut
$229K +$224K +1,639 New
Fiera Capital (Canada)
693
Fiera Capital (Canada)
Quebec, Canada
$228K -$3.96K -29 -2%
CCMG
694
Clark Capital Management Group
Pennsylvania
$228K +$223K +1,634 New
BHBT
695
Burke & Herbert Bank & Trust
Virginia
$226K
TSWM
696
Triangle Securities Wealth Management
North Carolina
$226K -$8.06K -59 -4%
MAM
697
Marotta Asset Management
Virginia
$226K
FA
698
FDx Advisors
Illinois
$226K -$91K -666 -29%
CMP
699
Coston McIsaac & Partners
Maine
$226K
Empower Advisory Group
700
Empower Advisory Group
Colorado
$226K +$9.71K +71 +5%