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iShares Russell Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NGA
301
Naples Global Advisors
Florida
$337K – – –
AW
302
ACG Wealth
Georgia
$337K +$12.4K +137 +4%
TSWM
303
Triangle Securities Wealth Management
North Carolina
$335K -$3.62K -40 -1%
AI
304
Accredited Investors
Minnesota
$330K +$25.2K +278 +8%
NWP
305
Northstar Wealth Partners
Connecticut
$329K +$15.7K +174 +5%
IB
306
Intrust Bank
Kansas
$327K -$15.7K -174 -5%
TYCC
307
Texas Yale Capital Corp
Florida
$326K – – –
SHCM
308
Stokes & Hubbell Capital Management
Louisiana
$323K +$272 +3 +0.1%
SHWM
309
Smith & Howard Wealth Management
Georgia
$321K – – –
AWA
310
Artemis Wealth Advisors
New York
$316K – – –
BFIM
311
Beese Fulmer Investment Management
Ohio
$314K – – –
CAG
312
Crestwood Advisors Group
Massachusetts
$311K – – –
PWMAG
313
Pinnacle Wealth Management Advisory Group
New Jersey
$311K – – –
VWA
314
V Wealth Advisors
Kansas
$307K -$724 -8 -0.2%
CAW
315
Cornerstone Advisors (Washington)
Washington
$305K – – –
FCAG
316
First Capital Advisors Group
New Jersey
$304K – – –
UBV
317
United Bank (Virginia)
Virginia
$304K – – –
DY
318
Dowling & Yahnke
California
$303K – – –
CCA
319
Cobblestone Capital Advisors
New York
$302K – – –
VA
320
Valmark Advisers
Ohio
$298K – – –
HCIA
321
Hochman Cole Investment Advisors
Illinois
$296K – – –
FA
322
FDx Advisors
Illinois
$295K -$503K -5,553 -63%
SXL
323
Summit X LLC
Missouri
$294K – – –
Kovitz Investment Group Partners
324
Kovitz Investment Group Partners
Illinois
$293K – – –
CS
325
Comerica Securities
Michigan
$288K +$79.5K +878 +38%