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iShares Russell Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EK
226
Evensky & Katz
Florida
$796K +$4.13K +51 +0.5%
TI
227
Trexquant Investment
Connecticut
$787K +$404K +4,986 +105%
WI
228
Wedgewood Investors
Pennsylvania
$783K -$72.1K -891 -8%
NFG
229
Next Financial Group
Texas
$773K +$92.5K +1,143 +14%
LB
230
Legacy Bridge
Iowa
$746K
PFT
231
Providence First Trust
Arizona
$738K -$24.3K -300 -3%
SIA
232
Stegner Investment Associates
Kentucky
$727K +$728K +8,996 New
CI
233
Cordant Inc
Oregon
$715K -$60.7K -750 -8%
Kayne Anderson Rudnick Investment Management
234
Kayne Anderson Rudnick Investment Management
California
$710K +$324 +4 +0%
PC
235
Port Capital
Illinois
$708K -$62.7K -774 -8%
BCM
236
BTR Capital Management
California
$690K
HIA
237
Harbor Investment Advisory
Maryland
$687K -$28.6K -353 -4%
FFG
238
Fullen Financial Group
Ohio
$684K +$809 +10 +0.1%
BA
239
Ballew Advisors
Mississippi
$682K -$2.75K -34 -0.4%
GVAG
240
Great Valley Advisor Group
Delaware
$673K -$37.4K -462 -5%
IWM
241
IHT Wealth Management
Illinois
$667K -$46.6K -576 -7%
NFG
242
Nations Financial Group
Iowa
$659K +$405 +5 +0.1%
DADC
243
D.A. Davidson & Co
Montana
$655K -$1M -12,376 -60%
MA
244
MCF Advisors
Kentucky
$650K -$124K -1,538 -16%
B
245
Bailard
California
$647K +$648K +8,000 New
PMG
246
Private Management Group
California
$641K +$12.6K +156 +2%
LW
247
Linscomb Wealth
Texas
$628K -$175K -2,162 -22%
ASN
248
Advisory Services Network
Georgia
$627K +$8.42K +104 +1%
JFGIW
249
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$614K -$151K -1,871 -20%
CBN
250
Cadence Bank NA
Texas
$608K -$154K -1,900 -20%