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iShares Russell Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BDF
376
Balasa Dinverno & Foltz
$214K
WIA
377
World Investment Advisors
California
$214K +$209K +2,499 New
RIS
378
Retirement Income Solutions
Michigan
$213K
EAMA
379
EFG Asset Management (Americas)
Florida
$212K -$91.3K -1,091 -28%
SMC
380
Smith, Moore & Co
Missouri
$212K -$9.79K -117 -4%
NWP
381
Northstar Wealth Partners
Connecticut
$211K -$74.5K -891 -24%
DC
382
Davenport & Co
Virginia
$211K +$36.4K +435 +19%
PPP
383
Private Portfolio Partners
New Jersey
$208K +$228K +2,730 New
BP
384
Ballentine Partners
Massachusetts
$202K
CDIA
385
Capital Directions Investment Advisors
Georgia
$201K -$38.6K -461 -15%
AWS
386
AJ Wealth Strategies
New York
$201K
GRP
387
Global Retirement Partners
California
$197K -$120K -1,436 -36%
OC
388
Oakworth Capital
Alabama
$187K -$7.28K -87 -3%
Carson Wealth (CWM LLC)
389
Carson Wealth (CWM LLC)
Nebraska
$184K +$21.3K +254 +12%
BTNA
390
Bremer Trust National Association
Minnesota
$183K -$10K -120 -5%
BWA
391
Burt Wealth Advisors
Maryland
$181K +$30.6K +366 +18%
EWA
392
ERTS Wealth Advisors
Michigan
$167K +$183K +2,187 New
PA
393
Parallel Advisors
California
$166K
PFBT
394
Parkside Financial Bank & Trust
Missouri
$163K +$10.4K +124 +6%
FNC
395
First National Corp
Massachusetts
$157K +$172K +2,059 New
CFG
396
Citizens Financial Group
Rhode Island
$155K -$10.9K -130 -6%
Lazard Asset Management
397
Lazard Asset Management
New York
$152K
FHA
398
Flagship Harbor Advisors
Massachusetts
$140K +$48.1K +575 +46%
SWM
399
SeaCrest Wealth Management
New York
$137K -$16.5K -197 -10%
UBS AM
400
UBS AM
Illinois
$126K -$11.1K -133 -7%