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iShares Russell Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EA
701
Everpar Advisors
Oklahoma
$222K +$229K +1,713 New
NRI
702
NFP Retirement Inc
California
$221K
RFS
703
Richardson Financial Services
Massachusetts
$221K +$2.27K +17 +1%
MSAM
704
Moloney Securities Asset Management
Missouri
$220K
TSWM
705
Triangle Securities Wealth Management
North Carolina
$220K +$9.37K +70 +4%
PWMAG
706
Pinnacle Wealth Management Advisory Group
New Jersey
$219K
WMA
707
West Michigan Advisors
Michigan
$219K -$2.41K -18 -1%
BW
708
Blalock Williams
Alabama
$218K +$226K +1,686 New
LA
709
Legacy Advisors
Pennsylvania
$217K
HTC
710
Haverford Trust Company
Pennsylvania
$215K
IWA
711
IBEX Wealth Advisors
New Jersey
$215K +$223K +1,666 New
UIM
712
Unified Investment Management
Georgia
$215K +$223K +1,665 New
Fiera Capital (Canada)
713
Fiera Capital (Canada)
Quebec, Canada
$215K
SFC
714
SYM Financial Corp
Indiana
$215K -$10.8K -81 -5%
CIBC World Market
715
CIBC World Market
Ontario, Canada
$215K
FWMM
716
Foundation Wealth Management (Missouri)
Missouri
$215K
AIA
717
Accelerate Investment Advisors
California
$212K +$3.61K +27 +2%
BTI
718
Blue Trust Inc
Georgia
$211K +$73.3K +548 +50%
WF
719
Welch & Forbes
Massachusetts
$211K +$218K +1,631 New
BHBT
720
Burke & Herbert Bank & Trust
Virginia
$210K
CMP
721
Coston McIsaac & Partners
Maine
$209K
HFS
722
HBC Financial Services
Washington
$209K
WI
723
Wintrust Investments
Illinois
$209K +$20.1K +150 +10%
SIAG
724
Safeguard Investment Advisory Group
California
$209K -$937 -7 -0.4%
MAM
725
Marotta Asset Management
Virginia
$208K -$38.1K -285 -15%