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iShares Russell Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BFM
226
Broadview Financial Management
Wisconsin
$1.23M +$9.74K +108 +0.9%
SCG
227
Sonata Capital Group
Washington
$1.22M – – –
PWS
228
Peloton Wealth Strategists
Indiana
$1.21M +$1.13M +12,493 New
BTWM
229
Baker Tilly Wealth Management
Wisconsin
$1.2M +$1.12M +12,376 New
CTC
230
Central Trust Company
Missouri
$1.19M -$210K -2,330 -16%
FNT
231
First National Trust
Pennsylvania
$1.16M -$102K -1,132 -9%
RT
232
Rockland Trust
Massachusetts
$1.14M -$326K -3,617 -24%
VR
233
Viridian RIA
Washington
$1.14M – – –
SFA
234
Sequoia Financial Advisors
Ohio
$1.14M -$1.89K -21 -0.2%
TNB
235
Thomasville National Bank
Georgia
$1.1M -$79.4K -881 -7%
LNC
236
Lincoln National Corp
Pennsylvania
$1.09M +$21.5K +238 +2%
Franklin Resources
237
Franklin Resources
California
$1.08M – – –
MMA
238
Miracle Mile Advisors
California
$1.03M +$3.7K +41 +0.4%
NNP
239
Nachman Norwood & Parrott
South Carolina
$1.01M -$10.5K -116 -1%
BWA
240
Beam Wealth Advisors
Louisiana
$988K +$919K +10,194 New
NFG
241
Nations Financial Group
Iowa
$975K +$171K +1,900 +23%
FWM
242
Frontier Wealth Management
Missouri
$963K -$8.38K -93 -0.9%
EK
243
Evensky & Katz
Florida
$959K +$4.15K +46 +0.5%
SW
244
SVB Wealth
Massachusetts
$952K -$33.5K -372 -4%
NFG
245
Nadler Financial Group
Illinois
$944K +$208K +2,310 +31%
SWP
246
Stratos Wealth Partners
Ohio
$942K -$20.5K -227 -2%
WI
247
Wedgewood Investors
Pennsylvania
$929K -$9.02K -100 -1%
DIA
248
Dana Investment Advisors
Wisconsin
$905K +$841K +9,334 New
HPC
249
Hobart Private Capital
North Carolina
$903K +$840K +9,313 New
CC
250
Courier Capital
New York
$901K – – –