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iShares Russell Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SIC
726
Sigma Investment Counselors
Michigan
$243K – – –
GWM
727
Gilpin Wealth Management
Colorado
$240K +$238K +1,700 New
GC
728
Grimes & Company
Massachusetts
$239K +$1.12K +8 +0.5%
WMA
729
West Michigan Advisors
Michigan
$237K -$1.12K -8 -0.5%
LA
730
Legacy Advisors
Pennsylvania
$237K – – –
IAIM
731
International Assets Investment Management
Florida
$236K +$234K +1,676 New
BW
732
BostonPremier Wealth
Massachusetts
$235K -$6.99K -50 -3%
UIM
733
Unified Investment Management
Georgia
$235K – – –
SFC
734
SYM Financial Corp
Indiana
$235K – – –
CTA
735
Chesley Taft & Associates
Illinois
$234K -$9.51K -68 -4%
FWMM
736
Foundation Wealth Management (Missouri)
Missouri
$234K -$280 -2 -0.1%
EWS
737
Evergreen Wealth Solutions
Pennsylvania
$233K +$231K +1,654 New
VWM
738
Vigil Wealth Management
Florida
$233K +$231K +1,653 New
GWS
739
Glassman Wealth Services
Virginia
$232K -$21.3K -152 -8%
IAG
740
Investmark Advisory Group
Connecticut
$231K +$140 +1 +0.1%
FA
741
FDx Advisors
Illinois
$231K +$1.26K +9 +0.6%
Fiera Capital (Canada)
742
Fiera Capital (Canada)
Quebec, Canada
$230K – – –
TSWM
743
Triangle Securities Wealth Management
North Carolina
$230K +$1.82K +13 +0.8%
NEPWA
744
New England Private Wealth Advisors
Massachusetts
$228K +$699 +5 +0.3%
CMP
745
Coston McIsaac & Partners
Maine
$228K – – –
CPA
746
Capital Performance Advisors
California
$226K +$224K +1,605 New
OC
747
Oarsman Capital
Wisconsin
$226K – – –
VVP
748
Venture Visionary Partners
Ohio
$225K +$223K +1,594 New
SAM
749
Synergy Asset Management
Washington
$224K -$10.5K -75 -5%
AF
750
Align Financial
Minnesota
$224K +$222K +1,589 New