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iShares Russell Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NPC
201
National Planning Corporation
California
$616K +$19.7K +272 +3%
BWFA
202
Baltimore-Washington Financial Advisors
Maryland
$610K +$22.5K +310 +4%
CIBC World Market
203
CIBC World Market
Ontario, Canada
$602K -$36.2K -500 -6%
FCI
204
Financial Counselors Inc
Kansas
$582K -$30K -414 -5%
FNT
205
First National Trust
Pennsylvania
$582K +$23.6K +325 +4%
Kayne Anderson Rudnick Investment Management
206
Kayne Anderson Rudnick Investment Management
California
$575K -$22K -304 -4%
CI
207
Conning Inc
Connecticut
$560K
ZF
208
Zhang Financial
Michigan
$559K
CWM
209
Cranbrook Wealth Management
Michigan
$553K -$14.6K -202 -3%
SC
210
SouthState Corp
Florida
$550K +$55.1K +760 +11%
ONB
211
Old National Bancorp
Indiana
$548K -$8.48K -117 -2%
SWPG
212
Strategic Wealth Partners Group
Illinois
$546K +$533K +7,356 New
MOACM
213
Mutual of America Capital Management
New York
$532K +$102K +1,404 +24%
PSUF
214
People's United Financial
Connecticut
$522K +$25.4K +350 +5%
CC
215
Courier Capital
New York
$504K -$43.6K -601 -8%
CIC
216
Carnegie Investment Counsel
Ohio
$501K +$34.9K +481 +8%
TI
217
Truepoint Inc
Ohio
$496K
SWM
218
SVA Wealth Management
Wisconsin
$491K -$69.4K -957 -13%
CAL
219
Capital Analysts LLC
Pennsylvania
$486K +$5.44K +75 +1%
SI
220
SII Investments
Wisconsin
$485K -$45.7K -630 -9%
SPWA
221
SteelBridge Private Wealth Advisors
Florida
$476K
SCM
222
SOL Capital Management
Maryland
$475K -$301K -4,150 -39%
MCWS
223
McKinley Carter Wealth Services
West Virginia
$474K +$179K +2,470 +63%
LW
224
Linscomb Wealth
Texas
$472K
FBNAT
225
FirstMerit Bank N.A. Trustee
Ohio
$466K +$195K +2,695 +76%