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iShares Russell Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LNC
226
Lincoln National Corp
Pennsylvania
$1.86M -$179K -1,680 -10%
HGWM
227
Horst & Graben Wealth Management
Oregon
$1.79M -$15.2K -143 -0.9%
FAAM
228
First Ascent Asset Management
Colorado
$1.78M +$37.7K +354 +2%
AllianceBernstein
229
AllianceBernstein
Tennessee
$1.77M -$3.79M -35,550 -70%
WFS
230
Widmann Financial Services
Maryland
$1.73M +$22.7K +213 +1%
PS
231
Principal Securities
Iowa
$1.72M +$1.58M +14,830 New
NFG
232
Nations Financial Group
Iowa
$1.72M -$5.75K -54 -0.4%
HFBOT
233
Home Federal Bank of Tennessee
Tennessee
$1.71M -$3.94K -37 -0.3%
ES
234
Eagle Strategies
New York
$1.71M -$130K -1,222 -8%
SWP
235
Stratos Wealth Partners
Ohio
$1.7M +$26K +244 +2%
QCG
236
Quadrant Capital Group
Ohio
$1.7M -$104K -974 -6%
TPA
237
Trivium Point Advisory
Connecticut
$1.68M +$127K +1,192 +9%
TPCW
238
TD Private Client Wealth
New York
$1.67M -$311K -2,923 -17%
WMWM
239
Whitaker-Myers Wealth Managers
Ohio
$1.63M -$10.3K -97 -0.7%
BFEC
240
Benjamin F. Edwards & Company
Missouri
$1.61M -$110K -1,032 -7%
TA
241
TFB Advisors
Kansas
$1.6M +$1.47M +13,790 New
DADC
242
D.A. Davidson & Co
Montana
$1.6M +$191K +1,797 +15%
WI
243
Wintrust Investments
Illinois
$1.6M -$34.5K -324 -2%
Cerity Partners
244
Cerity Partners
New York
$1.59M +$928K +8,709 +175%
Thrivent Financial for Lutherans
245
Thrivent Financial for Lutherans
Minnesota
$1.59M -$6.82K -64 -0.5%
AF
246
Advisornet Financial
Minnesota
$1.55M +$651K +6,113 +84%
IFPG
247
Intrepid Financial Planning Group
Indiana
$1.54M -$20.7K -194 -1%
CTC
248
Central Trust Company
Missouri
$1.53M -$19.3K -181 -1%
Franklin Resources
249
Franklin Resources
California
$1.52M +$93.8K +880 +7%
CL
250
Choreo LLC
Illinois
$1.51M +$5.33K +50 +0.4%