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iShares Russell Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VW
151
Vance Wealth
California
$4.22M +$556K +5,217 +17%
IP
152
Investment Partners
Ohio
$4.2M +$19.8K +186 +0.5%
EWA
153
EP Wealth Advisors
California
$4.11M +$49.8K +467 +1%
PGFC
154
Peapack-Gladstone Financial Corp
New Jersey
$4.06M -$50.2K -471 -1%
GVAG
155
Great Valley Advisor Group
Delaware
$4M +$91.1K +855 +3%
Bank of New York Mellon
156
Bank of New York Mellon
New York
$3.98M -$299K -2,811 -8%
BCI
157
Brinker Capital Investments
Pennsylvania
$3.94M +$2.67M +25,093 +280%
OPS
158
Orion Portfolio Solutions
Nebraska
$3.94M +$2.67M +25,093 +280%
FWP
159
Falcon Wealth Planning
California
$3.93M +$2.6M +24,363 +259%
EWMCB
160
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$3.86M -$158K -1,487 -4%
MWM
161
Modera Wealth Management
New Jersey
$3.78M -$36.3K -341 -1%
KFG
162
Kingdom Financial Group
Arizona
$3.74M -$216K -2,027 -6%
PCG
163
Prosperity Consulting Group
Maryland
$3.73M +$842K +7,907 +33%
RWP
164
RWA Wealth Partners
Massachusetts
$3.59M -$36.8K -345 -1%
T. Rowe Price Associates
165
T. Rowe Price Associates
Maryland
$3.57M
FWM
166
FMA Wealth Management
Massachusetts
$3.54M +$3.25M +30,487 New
HSA
167
HBK Sorce Advisory
Pennsylvania
$3.52M +$16K +150 +0.5%
RFC
168
Regions Financial Corp
Alabama
$3.51M +$73.2K +687 +2%
AI
169
Auour Investments
Massachusetts
$3.5M +$58.8K +552 +2%
ATI
170
ARK & TLK Investments
Oklahoma
$3.46M +$3.17M +29,758 New
Pathstone Holdings
171
Pathstone Holdings
New Jersey
$3.38M +$3.1M +29,092 New
MCCA
172
Mill Creek Capital Advisors
Pennsylvania
$3.26M +$31.5K +296 +1%
NFC
173
Northeast Financial Consultants
Connecticut
$3.23M
CWM
174
Connecticut Wealth Management
Connecticut
$3.21M -$63.5K -596 -2%
William Blair & Company
175
William Blair & Company
Illinois
$3.18M +$6.5K +61 +0.2%