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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
GI
915
Gradient Investments
Minnesota
-$23.4K -194 Closed
JFG
916
JDM Financial Group
Texas
-$20.3K -168 Closed
KFS
917
Kelly Financial Services
Massachusetts
-$19.3K -160 Closed
WIA
918
Wetzel Investment Advisors
Indiana
-$13.7K -109 Closed
LIA
919
Lynx Investment Advisory
District of Columbia
-$5.28K -44 Closed
CP
920
Camelot Portfolios
Ohio
-$4.23K -35 Closed
WWP
921
WR Wealth Planners
Missouri
-$2.54K -21 Closed
CT
922
Clearstead Trust
Maine
-$1.09K -9 Closed
LFA
923
Legend Financial Advisors
Pennsylvania
-$1.09K -9 Closed
CP
924
Castleview Partners
Texas
-$966 -8 Closed
JFA
925
JNBA Financial Advisors
Minnesota
-$966 -8 Closed