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iShares Russell Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TTWM
776
TCV Trust & Wealth Management
Virginia
$236K -$2.37K -15 -1%
1832 Asset Management
777
1832 Asset Management
Ontario, Canada
$236K – – –
NB
778
NBH Bank
Colorado
$234K +$224K +1,420 New
PFG
779
Pacific Financial Group
Washington
$233K – – –
PWMAG
780
Pinnacle Wealth Management Advisory Group
New Jersey
$232K – – –
AFC
781
AFT Forsyth & Company
Florida
$231K -$60.9K -386 -22%
SP
782
SmartHarvest Portfolios
Washington
$231K +$221K +1,401 New
Lazard Asset Management
783
Lazard Asset Management
New York
$230K – – –
CAI
784
Capital Advisors Inc
Oklahoma
$230K +$221K +1,399 New
CAM
785
Campion Asset Management
Virginia
$229K – – –
TAM
786
Titleist Asset Management
Texas
$227K -$2.84K -18 -1%
IBOK
787
Independence Bank of Kentucky
Kentucky
$227K -$13.4K -85 -6%
VP
788
Verum Partners
North Carolina
$227K +$316 +2 +0.1%
FBFS
789
First Business Financial Services
Wisconsin
$227K – – –
GCM
790
Gallacher Capital Management
Colorado
$226K -$60.3K -382 -22%
FWI
791
Facet Wealth Inc
Maryland
$225K +$216K +1,369 New
PGAM
792
Princeton Global Asset Management
New Jersey
$224K – – –
CRC
793
Curi RMB Capital
Illinois
$224K -$1.21M -7,673 -85%
ISWM
794
Independent Solutions Wealth Management
New York
$224K +$214K +1,358 New
SAM
795
Stansberry Asset Management
Texas
$223K +$213K +1,352 New
ICP
796
Interchange Capital Partners
Pennsylvania
$222K +$215K +1,362 New
EBSAM
797
Eubel Brady & Suttman Asset Management
Ohio
$220K +$211K +1,335 New
SC
798
SouthState Corp
Florida
$220K -$70.7K -448 -25%
SWP
799
Summit Wealth Partners
Florida
$219K +$210K +1,332 New
AWM
800
Austin Wealth Management
Texas
$219K +$208K +1,318 New