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iShares Russell Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAPTRUST Financial Advisors
351
CAPTRUST Financial Advisors
North Carolina
$98K +$97.3K +1,169 New
BBHC
352
Brown Brothers Harriman & Co
New York
$86K
PA
353
Parallel Advisors
California
$84K -$156K -1,871 -65%
BWP
354
Baldwin Wealth Partners
Massachusetts
$79K
TC
355
Trust Company
Kansas
$79K
OAM
356
Oppenheimer Asset Management
New York
$79K +$3.91K +47 +5%
FC
357
Ferris Capital
Massachusetts
$73K +$71.9K +864 New
WA
358
WFG Advisors
Texas
$70K +$8.74K +105 +15%
UWPG
359
Ullmann Wealth Partners Group
Florida
$70K +$14.1K +169 +25%
BL
360
Balentine LLC
Georgia
$69K
Simplex Trading
361
Simplex Trading
Illinois
$68K -$640K -7,696 -90%
WA
362
Winfield Associates
Ohio
$67K
TCOV
363
Trust Company of Vermont
Vermont
$62K -$18.6K -224 -23%
WEC
364
Winslow Evans & Crocker
Massachusetts
$55.6K -$83 -1 -0.2%
Carson Wealth (CWM LLC)
365
Carson Wealth (CWM LLC)
Nebraska
$54K
FMII
366
Farmers & Merchants Investments Inc
Nebraska
$54K
GBBWRPM
367
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$51K
WC
368
Whitnell & Co
Illinois
$50K
SFM
369
Systematic Financial Management
New Jersey
$43K -$5.99K -72 -12%
AIM
370
Advantage Investment Management
Iowa
$42K
SPL
371
Smart Portfolios LLC
Washington
$40K
NFG
372
Next Financial Group
Texas
$39K -$7.66K -92 -16%
CFA
373
Carroll Financial Associates
North Carolina
$38K
SIAP
374
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$36K +$36.1K +434 New
RFWA
375
RPg Family Wealth Advisory
Massachusetts
$35.3K +$34.9K +420 New