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iShares Russell Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KWM
276
Kingsview Wealth Management
Oregon
$506K +$38.6K +458 +9%
HB
277
Homrich & Berg
Georgia
$501K -$99.3K -1,178 -17%
DWA
278
Douglass Winthrop Advisors
New York
$500K -$75K -889 -13%
CCM
279
Cohen Capital Management
California
$495K – – –
KPW
280
Kore Private Wealth
New York
$493K +$441K +5,227 +1,151%
DWA
281
Dougherty Wealth Advisers
Minnesota
$490K – – –
QCG
282
Quadrant Capital Group
Ohio
$478K -$46.4K -550 -9%
CWM
283
Cranbrook Wealth Management
Michigan
$475K – – –
FLI
284
Family Legacy Inc
South Carolina
$469K -$9.53K -113 -2%
PWM
285
Perigon Wealth Management
California
$460K +$29.5K +350 +7%
Luther King Capital Management (LKCM)
286
Luther King Capital Management (LKCM)
Texas
$459K – – –
FNB
287
Farmers National Bank
Kentucky
$459K +$445K +5,282 New
FFBTD
288
First Financial Bank - Trust Division
Ohio
$453K – – –
IA
289
IFG Advisory
Georgia
$452K +$66.5K +788 +18%
BC
290
Brinker Capital
Pennsylvania
$444K -$6.32M -74,982 -94%
WT
291
Washington Trust
Rhode Island
$444K – – –
RJT
292
Raymond James Trust
Florida
$443K -$205K -2,432 -32%
CCM
293
Colorado Capital Management
Colorado
$441K – – –
FNBOO
294
First National Bank of Omaha
Nebraska
$438K -$25.9K -307 -6%
BPWA
295
Beacon Pointe Wealth Advisors
California
$436K +$23.8K +282 +6%
CCP
296
Corient Capital Partners
California
$430K +$50.4K +598 +14%
FNBT
297
FineMark National Bank & Trust
Florida
$429K -$75.1K -890 -15%
CBFP
298
Cedar Brook Financial Partners
Ohio
$429K -$18K -214 -4%
CBU
299
CIBC Bank USA
Illinois
$428K -$2.53K -30 -0.6%
CWM
300
Cornerstone Wealth Management
Missouri
$425K +$107K +1,274 New