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iShares Russell Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SHWM
301
Smith & Howard Wealth Management
Georgia
$315K -$101K -1,150 -24%
PA
302
Pinnacle Associates
New York
$312K +$310K +3,528 New
AWA
303
Artemis Wealth Advisors
New York
$310K
CAG
304
Crestwood Advisors Group
Massachusetts
$309K +$303K +3,451 New
BFIM
305
Beese Fulmer Investment Management
Ohio
$308K
NWP
306
Northstar Wealth Partners
Connecticut
$307K +$13.4K +153 +5%
VWA
307
V Wealth Advisors
Kansas
$307K +$17.5K +199 +6%
PWMAG
308
Pinnacle Wealth Management Advisory Group
New Jersey
$305K +$303K +3,450 New
CAW
309
Cornerstone Advisors (Washington)
Washington
$299K -$17.4K -198 -6%
AI
310
Accredited Investors
Minnesota
$299K -$14.6K -166 -5%
UBV
311
United Bank (Virginia)
Virginia
$298K -$17.6K -200 -6%
FCAG
312
First Capital Advisors Group
New Jersey
$298K
DY
313
Dowling & Yahnke
California
$297K
CCA
314
Cobblestone Capital Advisors
New York
$296K
VA
315
Valmark Advisers
Ohio
$292K +$9.93K +113 +4%
HCIA
316
Hochman Cole Investment Advisors
Illinois
$290K +$25.1K +286 +10%
SXL
317
Summit X LLC
Missouri
$288K -$99.8K -1,135 -26%
Kovitz Investment Group Partners
318
Kovitz Investment Group Partners
Illinois
$287K
AI
319
Atria Investments
North Carolina
$285K -$2.02K -23 -0.7%
AP
320
Appleton Partners
Massachusetts
$278K -$16K -182 -5%
AWA
321
Arete Wealth Advisors
Illinois
$276K +$50.8K +578 +23%
CDIA
322
Capital Directions Investment Advisors
Georgia
$273K
NI
323
Nuance Investments
Missouri
$272K -$319K -3,630 -54%
DJSG
324
D.J. St. Germain
Massachusetts
$271K +$57.1K +650 +27%
MCM
325
MV Capital Management
Maryland
$267K