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iShares Russell Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TCOV
301
Trust Company of Vermont
Vermont
$57K – – –
FMII
302
Farmers & Merchants Investments Inc
Nebraska
$45K – – –
NFG
303
Next Financial Group
Texas
$45K – – –
SBL
304
Sargent Bickham Lagudis
Colorado
$42K +$39K +591 New
JIC
305
Joel Isaacson & Co
New York
$38K +$6.59K +100 +23%
S
306
SignatureFD
Georgia
$36K -$126K -1,912 -79%
IIC
307
Integrated Investment Consultants
Michigan
$32K +$30.5K +463 New
CP
308
Corbenic Partners
Pennsylvania
$29K – – –
AIM
309
Advantage Investment Management
Iowa
$27K – – –
FPTW
310
Franklin, Parlapiano, Turner & Welch
Texas
$25K – – –
FIB
311
First Interstate Bank
Montana
$25K +$3.36K +51 +17%
GWM
312
Gupta Wealth Management
California
$24K – – –
QAM
313
QCI Asset Management
New York
$23K – – –
BlackRock
314
BlackRock
New York
$23K +$4.62K +70 +27%
SNT
315
Security National Trust
West Virginia
$22K – – –
BBPWM
316
Blue Bell Private Wealth Management
Pennsylvania
$21K – – –
BC
317
Bartlett & Co
Ohio
$21K +$14.8K +225 +300%
FANJ
318
Financial Architects (New Jersey)
New Jersey
$21K +$19.8K +300 New
WA
319
WFG Advisors
Texas
$20K – – –
FWM
320
Focused Wealth Management
New York
$18K -$22.6K -342 -57%
CFA
321
Carroll Financial Associates
North Carolina
$16K -$3.03K -46 -16%
PCTC
322
Perkins Coie Trust Company
Washington
$16K – – –
VIA
323
Vantage Investment Advisors
Pennsylvania
$15K – – –
WAM
324
Wealthspire Advisors (Maryland)
Maryland
$14K -$112K -1,700 -90%
RCG
325
Ruggie Capital Group
Florida
$14K +$13.2K +200 New