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iShares Russell Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CCFP
276
Charles Carroll Financial Partners
Massachusetts
$1.38M +$1.34M +11,250 New
Kovitz Investment Group Partners
277
Kovitz Investment Group Partners
Illinois
$1.36M +$386K +3,230 +30%
LB
278
Legacy Bridge
Iowa
$1.36M +$119K +1,000 +10%
5L
279
55I LLC
Massachusetts
$1.35M +$140K +1,174 +12%
DIA
280
Dana Investment Advisors
Wisconsin
$1.34M -$424K -3,553 -24%
TNB
281
Thomasville National Bank
Georgia
$1.34M -$22.2K -186 -2%
RAM
282
Riggs Asset Management
Pennsylvania
$1.34M +$1.29M +10,774 +6,692%
HNB
283
Huntington National Bank
Ohio
$1.3M – – –
SW
284
SVB Wealth
Massachusetts
$1.29M +$13.7K +115 +1%
LNC
285
Lincoln National Corp
Pennsylvania
$1.29M -$26.4K -221 -2%
KOC
286
Koss-Olinger Consulting
Florida
$1.29M -$2.27K -19 -0.2%
BTWM
287
Baker Tilly Wealth Management
Wisconsin
$1.29M -$195K -1,637 -13%
GIA
288
Gladstone Institutional Advisory
Florida
$1.25M +$45.6K +382 +4%
PFS
289
Prospera Financial Services
Texas
$1.25M +$833K +6,978 +214%
ASN
290
Advisory Services Network
Georgia
$1.25M +$178K +1,495 +17%
Lido Advisors
291
Lido Advisors
California
$1.19M +$64.8K +543 +6%
HF
292
HRT Financial
New York
$1.17M -$1.25M -10,484 -52%
CAM
293
Cresset Asset Management
Illinois
$1.16M +$680K +5,694 +151%
SWA
294
Stratos Wealth Advisors
Ohio
$1.15M +$185K +1,550 +20%
TP
295
Tranquility Partners
Tennessee
$1.14M – – –
PFG
296
Peterson Financial Group
Iowa
$1.14M +$1.11M +9,317 New
BCM
297
Brookstone Capital Management
Illinois
$1.13M -$22.1K -185 -2%
EK
298
Evensky & Katz
Florida
$1.1M +$9.55K +80 +0.9%
WI
299
Wedgewood Investors
Pennsylvania
$1.1M – – –
SWM
300
Spire Wealth Management
Virginia
$1.1M +$267K +2,237 +33%