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iShares Russell Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CA
151
CoreCap Advisors
Michigan
$4.33M +$1.24M +9,521 +38%
IP
152
Investment Partners
Ohio
$4.3M -$173K -1,326 -4%
BMWS
153
Brady Martz Wealth Solutions
North Dakota
$4.24M -$67.6K -519 -2%
SW
154
Simplicity Wealth
New Jersey
$4.2M +$4.09M +31,448 +1,642%
PAS
155
Park Avenue Securities
New York
$4.17M -$430K -3,299 -9%
LA
156
LWM Advisors
California
$4.05M +$23.4K +180 +0.6%
FFN
157
Focus Financial Network
Minnesota
$3.97M +$92.3K +709 +2%
Pathstone Holdings
158
Pathstone Holdings
New Jersey
$3.94M -$423K -3,252 -9%
FWP
159
Falcon Wealth Planning
California
$3.9M -$73.2K -562 -2%
T. Rowe Price Associates
160
T. Rowe Price Associates
Maryland
$3.87M – – –
PGFC
161
Peapack-Gladstone Financial Corp
New Jersey
$3.84M -$102K -785 -3%
GT
162
Glenmede Trust
Pennsylvania
$3.83M +$1.4M +10,728 +55%
EC
163
Estate Counselors
Wisconsin
$3.81M +$3.94M +30,250 New
BIM
164
Bridges Investment Management
Nebraska
$3.79M +$7.42K +57 +0.2%
AWS
165
Atria Wealth Solutions
New York
$3.74M -$228K -1,752 -6%
RFC
166
Regions Financial Corp
Alabama
$3.72M +$69.8K +536 +2%
WMWM
167
Whitaker-Myers Wealth Managers
Ohio
$3.65M +$121K +926 +3%
ATI
168
ARK & TLK Investments
Oklahoma
$3.59M – – –
Susquehanna International Group
169
Susquehanna International Group
Pennsylvania
$3.56M +$3.68M +28,252 New
NFC
170
Northeast Financial Consultants
Connecticut
$3.51M – – –
RWP
171
RWA Wealth Partners
Massachusetts
$3.5M -$20.2K -155 -0.6%
CWM
172
Connecticut Wealth Management
Connecticut
$3.48M – – –
VA
173
VestGen Advisors
Illinois
$3.45M +$3.56M +27,357 New
CHC
174
City Holding Co
West Virginia
$3.35M -$7.29K -56 -0.2%
SFG
175
Sage Financial Group
Pennsylvania
$3.2M -$17.3K -133 -0.5%