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iShares Russell Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NRI
701
NFP Retirement Inc
California
$221K – – –
RFS
702
Richardson Financial Services
Massachusetts
$221K +$2.27K +17 +1%
MSAM
703
Moloney Securities Asset Management
Missouri
$220K – – –
TSWM
704
Triangle Securities Wealth Management
North Carolina
$220K +$9.37K +70 +4%
PWMAG
705
Pinnacle Wealth Management Advisory Group
New Jersey
$219K – – –
WMA
706
West Michigan Advisors
Michigan
$219K -$2.41K -18 -1%
BW
707
Blalock Williams
Alabama
$218K +$226K +1,686 New
LA
708
Legacy Advisors
Pennsylvania
$217K – – –
HTC
709
Haverford Trust Company
Pennsylvania
$215K – – –
IWA
710
IBEX Wealth Advisors
New Jersey
$215K +$223K +1,666 New
UIM
711
Unified Investment Management
Georgia
$215K +$223K +1,665 New
Fiera Capital (Canada)
712
Fiera Capital (Canada)
Quebec, Canada
$215K – – –
SFC
713
SYM Financial Corp
Indiana
$215K -$10.8K -81 -5%
CIBC World Market
714
CIBC World Market
Ontario, Canada
$215K – – –
FWMM
715
Foundation Wealth Management (Missouri)
Missouri
$215K – – –
AIA
716
Accelerate Investment Advisors
California
$212K +$3.61K +27 +2%
BTI
717
Blue Trust Inc
Georgia
$211K +$73.3K +548 +50%
WF
718
Welch & Forbes
Massachusetts
$211K +$218K +1,631 New
BHBT
719
Burke & Herbert Bank & Trust
Virginia
$210K – – –
CMP
720
Coston McIsaac & Partners
Maine
$209K – – –
HFS
721
HBC Financial Services
Washington
$209K – – –
WI
722
Wintrust Investments
Illinois
$209K +$20.1K +150 +10%
SIAG
723
Safeguard Investment Advisory Group
California
$209K -$937 -7 -0.4%
MAM
724
Marotta Asset Management
Virginia
$208K -$38.1K -285 -15%
GC
725
Grimes & Company
Massachusetts
$207K +$803 +6 +0.4%