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iShares Russell Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DWP
701
Daymark Wealth Partners
Ohio
$262K +$3.35K +24 +1%
GGS
702
Galvin Gaustad & Stein
Arizona
$261K +$8.67K +62 +3%
RC
703
Rahlfs Capital
Texas
$261K – – –
SMA
704
Sage Mountain Advisors
Georgia
$260K – – –
PMFA
705
Plante Moran Financial Advisors
Michigan
$260K – – –
MWP
706
Madison Wealth Partners
Wisconsin
$259K +$4.89K +35 +2%
MBT
707
Montecito Bank & Trust
California
$255K – – –
Empower Advisory Group
708
Empower Advisory Group
Colorado
$255K +$27.4K +196 +12%
SWP
709
Sagespring Wealth Partners
Tennessee
$255K -$209K -1,498 -45%
SFG
710
SNS Financial Group
Minnesota
$255K – – –
GIA
711
GHP Investment Advisors
Colorado
$253K – – –
JAA
712
Joel Adams & Associates
North Carolina
$253K +$251K +1,796 New
AFC
713
AFT Forsyth & Company
Florida
$252K -$979 -7 -0.4%
SC
714
SouthState Corp
Florida
$251K – – –
VNIM
715
Vaughan Nelson Investment Management
Texas
$251K +$152K +1,090 +158%
LIM
716
Lathrop Investment Management
Arkansas
$251K – – –
EIA
717
Edgemoor Investment Advisors
Maryland
$250K – – –
TF
718
TME Financial
California
$249K +$247K +1,768 New
GCM
719
Gallacher Capital Management
Colorado
$248K – – –
LC
720
Lawood & Co
Pennsylvania
$247K +$245K +1,754 New
MWA
721
Monograph Wealth Advisors
California
$246K +$244K +1,745 New
FWMP
722
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$246K – – –
HIG
723
Heritage Investment Group
Florida
$245K +$243K +1,737 New
FIM
724
Freedom Investment Management
Connecticut
$244K -$4.61K -33 -2%
CWM
725
Calamos Wealth Management
Illinois
$243K +$2.8K +20 +1%