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iShares Russell Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Two Sigma Investments
376
Two Sigma Investments
New York
$256K -$20.9K -236 -8%
NWM
377
Northwest Wealth Management
Iowa
$254K – – –
DWA
378
Dougherty Wealth Advisers
Minnesota
$253K -$249K -2,814 -50%
SYBT
379
Stock Yards Bank & Trust
Kentucky
$252K +$13.6K +154 +6%
GM
380
GeoWealth Management
Illinois
$252K +$249K +2,811 New
NWP
381
Northstar Wealth Partners
Connecticut
$245K -$179K -2,019 -42%
Lido Advisors
382
Lido Advisors
California
$244K +$21.2K +239 +10%
RFN
383
RDA Financial Network
Iowa
$242K -$12.6K -142 -5%
BP
384
Ballentine Partners
Massachusetts
$237K – – –
FHA
385
Flagship Harbor Advisors
Massachusetts
$237K +$1.86K +21 +0.8%
AWS
386
AJ Wealth Strategies
New York
$236K – – –
VFA
387
Valeo Financial Advisors
Indiana
$236K +$160K +1,801 +218%
SMC
388
Smith, Moore & Co
Missouri
$234K – – –
NA
389
NewEdge Advisors
Louisiana
$231K +$229K +2,582 New
BI
390
Ballast Inc
Kentucky
$224K – – –
SIC
391
Sigma Investment Counselors
Michigan
$224K +$222K +2,501 New
OC
392
Oakworth Capital
Alabama
$220K – – –
LFAS
393
Level Four Advisory Services
Texas
$219K – – –
MA
394
MONECO Advisors
Connecticut
$216K -$2.21K -25 -1%
TYCC
395
Texas Yale Capital Corp
Florida
$216K – – –
DAS
396
Dynamic Advisor Solutions
Arizona
$216K +$214K +2,413 New
JFA
397
Johanson Financial Advisors
California
$215K -$18.7K -211 -8%
MC
398
Middleton & Co
Massachusetts
$215K – – –
TC
399
TownSquare Capital
Utah
$214K -$7K -79 -3%
BWA
400
Burt Wealth Advisors
Maryland
$213K – – –