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iShares Russell Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AAM
326
Autus Asset Management
Arizona
$722K -$25.5K -222 -3%
FSA
327
Financial Sense Advisors
California
$720K +$718K +6,259 New
HTC
328
Haverford Trust Company
Pennsylvania
$712K +$354K +3,090 +100%
CAL
329
Capital Analysts LLC
Pennsylvania
$706K +$74.1K +646 +12%
MWP
330
MYCIO Wealth Partners
Pennsylvania
$694K +$4.24K +37 +0.6%
CWM
331
Cahaba Wealth Management
Georgia
$692K -$21.3K -186 -3%
BB
332
Busey Bank
Illinois
$678K – – –
CDIA
333
Capital Directions Investment Advisors
Georgia
$676K +$674K +5,878 New
PCA
334
Pallas Capital Advisors
Massachusetts
$675K +$673K +5,868 New
HNB
335
Huntington National Bank
Ohio
$669K – – –
CWM
336
Cornerstone Wealth Management
Missouri
$661K +$13.6K +119 +2%
TI
337
Truepoint Inc
Ohio
$659K +$2.29K +20 +0.4%
DWA
338
Douglass Winthrop Advisors
New York
$655K – – –
CAM
339
Cubic Asset Management
Massachusetts
$646K – – –
ASBI
340
American State Bank (Iowa)
Iowa
$630K -$201K -1,750 -24%
TA
341
Tiedemann Advisors
New York
$614K – – –
AWM
342
Atticus Wealth Management
Florida
$609K +$1.95K +17 +0.3%
TWP
343
Total Wealth Planning
Ohio
$607K -$52.9K -461 -8%
BFEC
344
Benjamin F. Edwards & Company
Missouri
$607K -$4.36K -38 -0.7%
FC
345
Ferris Capital
Massachusetts
$607K +$605K +5,276 New
Chevy Chase Trust
346
Chevy Chase Trust
Maryland
$596K – – –
LBC
347
Lowe Brockenbrough & Co
Virginia
$592K +$233K +2,031 +65%
Luther King Capital Management (LKCM)
348
Luther King Capital Management (LKCM)
Texas
$588K – – –
GPA
349
Guidance Point Advisors
Massachusetts
$585K +$1.49K +13 +0.3%
SVWAG
350
Sound View Wealth Advisors Group
Georgia
$584K +$583K +5,083 New