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iShares Russell Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SYBT
376
Stock Yards Bank & Trust
Kentucky
$252K +$13.6K +154 +6%
GM
377
GeoWealth Management
Illinois
$252K +$249K +2,811 New
NWP
378
Northstar Wealth Partners
Connecticut
$245K -$179K -2,019 -42%
Lido Advisors
379
Lido Advisors
California
$244K +$21.2K +239 +10%
RFN
380
RDA Financial Network
Iowa
$242K -$12.6K -142 -5%
BP
381
Ballentine Partners
Massachusetts
$237K
FHA
382
Flagship Harbor Advisors
Massachusetts
$237K +$1.86K +21 +0.8%
AWS
383
AJ Wealth Strategies
New York
$236K
VFA
384
Valeo Financial Advisors
Indiana
$236K +$160K +1,801 +218%
SMC
385
Smith, Moore & Co
Missouri
$234K
NA
386
NewEdge Advisors
Louisiana
$231K +$229K +2,582 New
BI
387
Ballast Inc
Kentucky
$224K
SIC
388
Sigma Investment Counselors
Michigan
$224K +$222K +2,501 New
OC
389
Oakworth Capital
Alabama
$220K
LFAS
390
Level Four Advisory Services
Texas
$219K
MA
391
MONECO Advisors
Connecticut
$216K -$2.21K -25 -1%
TYCC
392
Texas Yale Capital Corp
Florida
$216K
DAS
393
Dynamic Advisor Solutions
Arizona
$216K +$214K +2,413 New
JFA
394
Johanson Financial Advisors
California
$215K -$18.7K -211 -8%
MC
395
Middleton & Co
Massachusetts
$215K
TC
396
TownSquare Capital
Utah
$214K -$7K -79 -3%
BWA
397
Burt Wealth Advisors
Maryland
$213K
KIA
398
KCM Investment Advisors
California
$213K
EWM
399
Evercore Wealth Management
New York
$213K +$7.18K +81 +4%
OC
400
Oarsman Capital
Wisconsin
$209K