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iShares Russell Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
1SB
276
1ST Source Bank
Indiana
$349K -$416 -5 -0.1%
SXL
277
Summit X LLC
Missouri
$348K +$344K +4,135 New
CWM
278
Confluence Wealth Management
Oregon
$338K -$7.91K -95 -2%
MHS
279
M Holdings Securities
Oregon
$335K -$66.5K -799 -17%
CDIA
280
Capital Directions Investment Advisors
Georgia
$333K +$61.4K +738 +23%
AP
281
Appleton Partners
Massachusetts
$327K
AW
282
ACG Wealth
Georgia
$321K -$5.41K -65 -2%
AA
283
Ancora Advisors
Ohio
$320K -$8.32K -100 -3%
FIM
284
Freedom Investment Management
Connecticut
$315K -$18.9K -227 -6%
Brown Advisory
285
Brown Advisory
Maryland
$315K
IB
286
Intrust Bank
Kansas
$314K -$104K -1,246 -25%
NGA
287
Naples Global Advisors
Florida
$314K
ASN
288
Advisory Services Network
Georgia
$311K +$148K +1,773 +92%
UBWV
289
United Bank (West Virginia)
West Virginia
$309K +$3.83K +46 +1%
CAW
290
Cornerstone Advisors (Washington)
Washington
$301K +$16.5K +198 +6%
VFA
291
Voya Financial Advisors
Connecticut
$296K -$87.1K -1,047 -23%
LFAS
292
Level Four Advisory Services
Texas
$293K -$28.2M -339,487 -99%
BFIM
293
Beese Fulmer Investment Management
Ohio
$292K
SHCM
294
Stokes & Hubbell Capital Management
Louisiana
$287K
CCA
295
Cobblestone Capital Advisors
New York
$281K -$31.2K -375 -10%
DY
296
Dowling & Yahnke
California
$279K
TSWM
297
Triangle Securities Wealth Management
North Carolina
$273K
OC
298
Oarsman Capital
Wisconsin
$263K +$1.42K +17 +0.5%
TYCC
299
Texas Yale Capital Corp
Florida
$263K +$261K +3,133 New
MOACM
300
Mutual of America Capital Management
New York
$261K +$119K +1,434 +86%