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iShares Russell Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FMWA
901
Forvis Mazars Wealth Advisors
Missouri
– -$262K -2,168 Closed
WA
902
Wealth Alliance
New York
– -$242K -2,007 Closed
AT
903
American Trust
Kentucky
– -$241K -1,998 Closed
PL
904
Plancorp LLC
Missouri
– -$234K -1,940 Closed
TSS
905
Two Sigma Securities
New York
– -$229K -1,895 Closed
EI
906
Ellevest Inc
New York
– -$224K -1,856 Closed
CAI
907
Capital Advisors Inc
Oklahoma
– -$220K -1,818 Closed
CCG
908
Cypress Capital Group
Florida
– -$207K -1,717 Closed
1832 Asset Management
909
1832 Asset Management
Ontario, Canada
– -$151K -1,251 Closed
SP
910
SWS Partners
Ohio
– -$128K -1,056 Closed
GLR
911
Great Lakes Retirement
Ohio
– -$81.9K -678 Closed
TSWM
912
Tyler-Stone Wealth Management
Ohio
– -$68.9K -571 Closed
TFF
913
The Family Firm
Maryland
– -$51.4K -425 Closed
TWP
914
Triad Wealth Partners
Kansas
– -$42.6K -353 Closed
SFC
915
Strategic Financial Concepts
Texas
– -$33.6K -278 Closed
GI
916
Gradient Investments
Minnesota
– -$23.4K -194 Closed
JFG
917
JDM Financial Group
Texas
– -$20.3K -168 Closed
KFS
918
Kelly Financial Services
Massachusetts
– -$19.3K -160 Closed
WIA
919
Wetzel Investment Advisors
Indiana
– -$13.7K -109 Closed
LIA
920
Lynx Investment Advisory
District of Columbia
– -$5.28K -44 Closed
CP
921
Camelot Portfolios
Ohio
– -$4.23K -35 Closed
WWP
922
WR Wealth Planners
Missouri
– -$2.54K -21 Closed
CT
923
Clearstead Trust
Maine
– -$1.09K -9 Closed
LFA
924
Legend Financial Advisors
Pennsylvania
– -$1.09K -9 Closed
CP
925
Castleview Partners
Texas
– -$966 -8 Closed