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iShares Russell Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PFG
776
Pacific Financial Group
Washington
$233K
PWMAG
777
Pinnacle Wealth Management Advisory Group
New Jersey
$232K
AFC
778
AFT Forsyth & Company
Florida
$231K -$60.9K -386 -22%
SP
779
SmartHarvest Portfolios
Washington
$231K +$221K +1,401 New
Lazard Asset Management
780
Lazard Asset Management
New York
$230K
CAI
781
Capital Advisors Inc
Oklahoma
$230K +$221K +1,399 New
CAM
782
Campion Asset Management
Virginia
$229K
TAM
783
Titleist Asset Management
Texas
$227K -$2.84K -18 -1%
IBOK
784
Independence Bank of Kentucky
Kentucky
$227K -$13.4K -85 -6%
VP
785
Verum Partners
North Carolina
$227K +$316 +2 +0.1%
FBFS
786
First Business Financial Services
Wisconsin
$227K
GCM
787
Gallacher Capital Management
Colorado
$226K -$60.3K -382 -22%
FWI
788
Facet Wealth Inc
Maryland
$225K +$216K +1,369 New
PGAM
789
Princeton Global Asset Management
New Jersey
$224K
CRC
790
Curi RMB Capital
Illinois
$224K -$1.21M -7,673 -85%
ISWM
791
Independent Solutions Wealth Management
New York
$224K +$214K +1,358 New
SAM
792
Stansberry Asset Management
Texas
$223K +$213K +1,352 New
ICP
793
Interchange Capital Partners
Pennsylvania
$222K +$215K +1,362 New
EBSAM
794
Eubel Brady & Suttman Asset Management
Ohio
$220K +$211K +1,335 New
SC
795
SouthState Corp
Florida
$220K -$70.7K -448 -25%
SWP
796
Summit Wealth Partners
Florida
$219K +$210K +1,332 New
AWM
797
Austin Wealth Management
Texas
$219K +$208K +1,318 New
RFG
798
REAP Financial Group
Texas
$218K +$158 +1 +0.1%
AC
799
AlphaCore Capital
California
$218K
EFG
800
Everhart Financial Group
Ohio
$217K +$208K +1,318 New