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iShares Russell Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GCM
701
Gallacher Capital Management
Colorado
$256K – – –
IIL
702
Insight Inv LLC
California
$255K -$16.8K -113 -6%
FWMP
703
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$254K – – –
HIG
704
Heritage Investment Group
Florida
$253K – – –
WP
705
WealthShield Partners
North Carolina
$252K -$330K -2,226 -56%
CWM
706
Calamos Wealth Management
Illinois
$252K – – –
Calamos Advisors
707
Calamos Advisors
Illinois
$252K +$256K +1,726 New
SIC
708
Sigma Investment Counselors
Michigan
$251K – – –
EB
709
Eastern Bank
Massachusetts
$251K -$60K -404 -19%
GC
710
Grimes & Company
Massachusetts
$249K +$2.23K +15 +0.9%
GWM
711
Gilpin Wealth Management
Colorado
$248K – – –
MC
712
Moors & Cabot
Massachusetts
$248K -$25.2K -170 -9%
FIM
713
Freedom Investment Management
Connecticut
$247K -$4.45K -30 -2%
IWA
714
IBEX Wealth Advisors
New Jersey
$247K +$252K +1,698 New
SG
715
StoneX Group
New York
$247K -$793K -5,345 -76%
TF
716
TME Financial
California
$247K -$11.3K -76 -4%
WMA
717
West Michigan Advisors
Michigan
$247K +$1.34K +9 +0.5%
FA
718
FDx Advisors
Illinois
$246K +$6.68K +45 +3%
LA
719
Legacy Advisors
Pennsylvania
$245K – – –
OWM
720
Orgel Wealth Management
Wisconsin
$244K +$249K +1,675 New
LC
721
Lawood & Co
Pennsylvania
$244K -$12.2K -82 -5%
EIA
722
Edgemoor Investment Advisors
Maryland
$244K -$14.8K -100 -6%
UIM
723
Unified Investment Management
Georgia
$243K – – –
SFC
724
SYM Financial Corp
Indiana
$243K – – –
CTA
725
Chesley Taft & Associates
Illinois
$242K – – –