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iShares Russell Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PFO
151
Pathstone Family Office
New Jersey
$3.27M +$56.1M +509,304 +2,347%
RWP
152
RWA Wealth Partners
Massachusetts
$3.26M +$25.9K +235 +0.8%
VW
153
Vance Wealth
California
$3.24M +$129K +1,170 +4%
BRWA
154
B. Riley Wealth Advisors
Florida
$3.24M +$543K +4,928 +19%
T. Rowe Price Associates
155
T. Rowe Price Associates
Maryland
$3.21M
HSA
156
HBK Sorce Advisory
Pennsylvania
$3.14M -$299K -2,715 -8%
AI
157
Auour Investments
Massachusetts
$3.09M +$280K +2,537 +9%
RFC
158
Regions Financial Corp
Alabama
$3.08M -$34K -309 -1%
Lido Advisors
159
Lido Advisors
California
$3.02M -$14.7K -133 -0.5%
Natixis Advisors
160
Natixis Advisors
Massachusetts
$3M -$190K -1,725 -6%
CWM
161
Connecticut Wealth Management
Connecticut
$2.94M +$483K +4,380 +18%
NFC
162
Northeast Financial Consultants
Connecticut
$2.9M
MCCA
163
Mill Creek Capital Advisors
Pennsylvania
$2.9M
AI
164
Atria Investments
North Carolina
$2.87M +$106K +965 +4%
William Blair & Company
165
William Blair & Company
Illinois
$2.85M -$68.5K -622 -2%
TWM
166
Tradition Wealth Management
Minnesota
$2.8M +$16K +145 +0.5%
OC
167
Oppenheimer & Co
New York
$2.75M +$40.7K +369 +1%
SFG
168
Sage Financial Group
Pennsylvania
$2.74M -$10.1K -92 -0.3%
PRWA
169
Platte River Wealth Advisors
Colorado
$2.72M +$4.85K +44 +0.2%
CCM
170
Condor Capital Management
New Jersey
$2.66M -$813K -7,377 -22%
EARNEST Partners
171
EARNEST Partners
Georgia
$2.63M +$1.69M +15,338 +155%
PCG
172
Prosperity Consulting Group
Maryland
$2.52M +$2.66M +24,179 New
NFW
173
Noble Family Wealth
Florida
$2.48M -$42.4K -385 -2%
MCA
174
MSH Capital Advisors
Arizona
$2.47M -$72.8K -661 -3%
MAM
175
Meeder Asset Management
Ohio
$2.44M +$12.9K +117 +0.5%