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iShares Russell Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SHWM
226
Smith & Howard Wealth Management
Georgia
$309K
BFPW
227
BOK Financial Private Wealth
Colorado
$308K
PFG
228
Pacific Financial Group
Washington
$306K -$24.9K -350 -7%
KIA
229
KCM Investment Advisors
California
$294K -$24K -337 -7%
GWS
230
Glassman Wealth Services
Virginia
$283K
JHC
231
JFB Holdings Corp
Georgia
$282K -$90.7K -1,275 -23%
PWM
232
Perigon Wealth Management
California
$281K +$427 +6 +0.1%
BEAM
233
Baker Ellis Asset Management
Washington
$279K
SGCA
234
Steel Grove Capital Advisors
Tennessee
$278K +$96.7K +1,360 +49%
DY
235
Dowling & Yahnke
California
$276K
MC
236
Mathes Company
New York
$275K
FDCC
237
Foster Dykema Cabot & Co
Massachusetts
$270K
Chevy Chase Trust
238
Chevy Chase Trust
Maryland
$267K +$10.2K +144 +4%
CDIA
239
Capital Directions Investment Advisors
Georgia
$264K -$27.5K -387 -9%
MCWS
240
McKinley Carter Wealth Services
West Virginia
$261K -$8.53K -120 -3%
AIM
241
Allen Investment Management
New York
$261K
VKH
242
Virtu KCG Holdings
New York
$261K +$276K +3,885 New
PTC
243
Private Trust Company
Ohio
$260K
TSW
244
Thompson Siegel & Walmsley
Virginia
$260K +$37.8K +532 +16%
WA
245
Wealth Architects
California
$256K +$271K +3,813 New
SFM
246
Systematic Financial Management
New Jersey
$251K +$267K +3,750 New
NGA
247
Naples Global Advisors
Florida
$250K
AFWA
248
Ancora Family Wealth Advisors
Ohio
$244K +$258K +3,635 New
3AM
249
3D Asset Management
Connecticut
$237K +$1.21K +17 +0.5%
OC
250
Oarsman Capital
Wisconsin
$236K +$250K +3,522 New