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iShares Russell Mid-Cap Value ETF

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