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iShares Russell Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LA
701
Legacy Advisors
Pennsylvania
$212K – – –
MFG
702
MidWestOne Financial Group
Iowa
$210K -$51.4K -395 -19%
SIAG
703
Safeguard Investment Advisory Group
California
$210K +$7.03K +54 +3%
HTC
704
Haverford Trust Company
Pennsylvania
$210K – – –
UIM
705
Unified Investment Management
Georgia
$210K – – –
SFC
706
SYM Financial Corp
Indiana
$210K – – –
Fiera Capital (Canada)
707
Fiera Capital (Canada)
Quebec, Canada
$209K – – –
PGAM
708
Princeton Global Asset Management
New Jersey
$209K -$242K -1,855 -53%
FWMM
709
Foundation Wealth Management (Missouri)
Missouri
$209K – – –
CCMG
710
Clark Capital Management Group
Pennsylvania
$208K -$30.2K -232 -12%
BHBT
711
Burke & Herbert Bank & Trust
Virginia
$204K – – –
CMP
712
Coston McIsaac & Partners
Maine
$204K – – –
GC
713
Grimes & Company
Massachusetts
$202K +$651 +5 +0.3%
HBW
714
Hazlett, Burt & Watson
West Virginia
$202K -$44.3K -340 -18%
ABC
715
Associated Banc-Corp
Wisconsin
$202K +$1.04K +8 +0.5%
CWP
716
Cyndeo Wealth Partners
Florida
$201K +$208K +1,596 New
AWA
717
Arete Wealth Advisors
Illinois
$201K – – –
CIA
718
Concurrent Investment Advisors
Florida
$200K -$1.17K -9 -0.6%
GGS
719
Galvin Gaustad & Stein
Arizona
$200K +$207K +1,589 New
VNIM
720
Vaughan Nelson Investment Management
Texas
$195K +$122K +935 +152%
RFG
721
REAP Financial Group
Texas
$185K -$84.1K -646 -31%
PWM
722
Parkworth Wealth Management
California
$184K +$781 +6 +0.4%
CTB
723
Country Trust Bank
Illinois
$180K – – –
Lazard Asset Management
724
Lazard Asset Management
New York
$176K -$26K -200 -13%
VCM
725
Versant Capital Management
Arizona
$176K – – –