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iShares Russell Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SIC
726
Sterling Investment Counsel
New York
$278K -$56.2K -356 -17%
LA
727
Legacy Advisors
Pennsylvania
$277K – – –
PCA
728
Prosperity Capital Advisors
Ohio
$276K +$3.16K +20 +1%
CCC
729
Compass Capital Corp
Massachusetts
$276K -$33K -209 -11%
HIG
730
Heritage Investment Group
Florida
$275K -$10.1K -64 -4%
CPA
731
Capital Performance Advisors
California
$275K +$27.1K +172 +11%
EIA
732
Edgemoor Investment Advisors
Maryland
$275K – – –
UIM
733
Unified Investment Management
Georgia
$274K – – –
SFC
734
SYM Financial Corp
Indiana
$274K +$158 +1 +0.1%
KIM
735
Kestra Investment Management
Texas
$274K +$263K +1,664 New
BW
736
BostonPremier Wealth
Massachusetts
$273K -$789 -5 -0.3%
VWM
737
Vigil Wealth Management
Florida
$272K – – –
CTA
738
Chesley Taft & Associates
Illinois
$271K -$2.37K -15 -0.9%
LC
739
Lawood & Co
Pennsylvania
$270K -$5.05K -32 -2%
Empower Advisory Group
740
Empower Advisory Group
Colorado
$270K +$3.63K +23 +1%
Fiera Capital (Canada)
741
Fiera Capital (Canada)
Quebec, Canada
$269K – – –
WMA
742
West Michigan Advisors
Michigan
$267K -$10.9K -69 -4%
RA
743
RFG Advisory
Alabama
$267K +$256K +1,623 New
CMP
744
Coston McIsaac & Partners
Maine
$267K – – –
CF
745
Convergence Financial
Missouri
$266K +$255K +1,618 New
TGAM
746
TBH Global Asset Management
Tennessee
$266K +$255K +1,614 New
OC
747
Oarsman Capital
Wisconsin
$264K – – –
NA
748
Networth Advisors
Pennsylvania
$262K -$31.2K -198 -11%
AF
749
Align Financial
Minnesota
$262K – – –
IAIM
750
International Assets Investment Management
Florida
$261K +$44.3K +281 +22%