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iShares Russell Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CCM
376
Coldstream Capital Management
Washington
$217K – – –
NWM
377
Northwest Wealth Management
Iowa
$216K – – –
BDF
378
Balasa Dinverno & Foltz
$214K – – –
WIA
379
World Investment Advisors
California
$214K +$209K +2,499 New
RIS
380
Retirement Income Solutions
Michigan
$213K – – –
EAMA
381
EFG Asset Management (Americas)
Florida
$212K -$91.3K -1,091 -28%
SMC
382
Smith, Moore & Co
Missouri
$212K -$9.79K -117 -4%
NWP
383
Northstar Wealth Partners
Connecticut
$211K -$74.5K -891 -24%
DC
384
Davenport & Co
Virginia
$211K +$36.4K +435 +19%
PPP
385
Private Portfolio Partners
New Jersey
$208K +$228K +2,730 New
BP
386
Ballentine Partners
Massachusetts
$202K – – –
CDIA
387
Capital Directions Investment Advisors
Georgia
$201K -$38.6K -461 -15%
AWS
388
AJ Wealth Strategies
New York
$201K – – –
GRP
389
Global Retirement Partners
California
$197K -$120K -1,436 -36%
OC
390
Oakworth Capital
Alabama
$187K -$7.28K -87 -3%
Carson Wealth (CWM LLC)
391
Carson Wealth (CWM LLC)
Nebraska
$184K +$21.3K +254 +12%
BTNA
392
Bremer Trust National Association
Minnesota
$183K -$10K -120 -5%
BWA
393
Burt Wealth Advisors
Maryland
$181K +$30.6K +366 +18%
EWA
394
ERTS Wealth Advisors
Michigan
$167K +$183K +2,187 New
PA
395
Parallel Advisors
California
$166K – – –
PFBT
396
Parkside Financial Bank & Trust
Missouri
$163K +$10.4K +124 +6%
FNC
397
First National Corp
Massachusetts
$157K +$172K +2,059 New
CFG
398
Citizens Financial Group
Rhode Island
$155K -$10.9K -130 -6%
Lazard Asset Management
399
Lazard Asset Management
New York
$152K – – –
FHA
400
Flagship Harbor Advisors
Massachusetts
$140K +$48.1K +575 +46%