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iShares Russell Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LWCFA
276
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$232K +$237K +3,375 New
CFA
277
CT Financial Advisors
Pennsylvania
$231K +$281 +4 +0.1%
1SB
278
1ST Source Bank
Indiana
$230K
TSS
279
Two Sigma Securities
New York
$224K +$229K +3,265 New
KKAMG
280
Kernodle & Katon Asset Management Group
Arkansas
$214K +$219K +3,111 New
EWM
281
Evercore Wealth Management
New York
$213K +$145K +2,060 +198%
PFBT
282
Parkside Financial Bank & Trust
Missouri
$211K +$422 +6 +0.2%
KAM
283
Keeley Asset Management
Illinois
$208K +$213K +3,025 New
PAI
284
Pittenger & Anderson Inc
Nebraska
$206K +$211K +3,000 New
IH
285
IFC Holdings
Florida
$204K +$207K +2,950 New
3AM
286
3D Asset Management
Connecticut
$203K -$40.3K -573 -16%
MC
287
Middleton & Co
Massachusetts
$200K +$205K +2,920 New
EFSCE
288
Enterprise Financial Services Corp (EFSC)
Missouri
$189K +$121K +1,725 +168%
S
289
SignatureFD
Georgia
$166K +$14.2K +202 +9%
AWMS
290
Advocacy Wealth Management Services
Georgia
$160K +$164K +2,334 New
IWMPD
291
Integrated Wealth Management (Palm Desert)
California
$145K -$4.64K -66 -3%
CAPTRUST Financial Advisors
292
CAPTRUST Financial Advisors
North Carolina
$139K +$93.2K +1,327 +190%
LWM
293
LBA Wealth Management
Florida
$137K
MBT
294
Monroe Bank & Trust
Michigan
$137K
WAM
295
Wealthspire Advisors (Maryland)
Maryland
$130K +$133K +1,895 New
SFM
296
Systematic Financial Management
New Jersey
$128K -$132K -1,885 -50%
BWA
297
Burt Wealth Advisors
Maryland
$118K +$9.35K +133 +8%
PO
298
Private Ocean
California
$116K
Carson Wealth (CWM LLC)
299
Carson Wealth (CWM LLC)
Nebraska
$115K +$30.3K +431 +35%
KCPG
300
Kavar Capital Partners Group
Kansas
$107K