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iShares Russell Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BFEC
376
Benjamin F. Edwards & Company
Missouri
$657K +$19.1K +160 +3%
PAS
377
Park Avenue Securities
New York
$656K +$640K +5,362 New
TA
378
Tiedemann Advisors
New York
$654K – – –
TI
379
Truepoint Inc
Ohio
$649K – – –
MWM
380
Maripau Wealth Management
Indiana
$646K +$650K +5,448 New
ASBI
381
American State Bank (Iowa)
Iowa
$645K -$25.1K -210 -4%
TWP
382
Total Wealth Planning
Ohio
$633K +$231K +1,933 +36%
WAL
383
W Advisors LLC
Tennessee
$632K +$617K +5,165 New
AWM
384
Atticus Wealth Management
Florida
$629K +$2.75K +23 +0.4%
GPA
385
Guidance Point Advisors
Massachusetts
$628K +$2.63K +22 +0.4%
Luther King Capital Management (LKCM)
386
Luther King Capital Management (LKCM)
Texas
$626K – – –
CWM
387
Cahaba Wealth Management
Georgia
$624K -$30K -251 -5%
AA
388
Alesco Advisors
New York
$617K – – –
SVWAG
389
Sound View Wealth Advisors Group
Georgia
$610K – – –
DC
390
Davenport & Co
Virginia
$608K +$17.2K +144 +3%
BRWA
391
B. Riley Wealth Advisors
Florida
$603K +$225K +1,888 +62%
PFC
392
Phocas Financial Corp
California
$600K – – –
IC
393
IEQ Capital
California
$595K +$119 +1 +0%
BCM
394
BTC Capital Management
Iowa
$589K +$208K +1,745 +57%
FWP
395
Falcon Wealth Planning
California
$584K -$836 -7 -0.1%
PWM
396
PRW Wealth Management
Massachusetts
$583K – – –
TC
397
TownSquare Capital
Utah
$582K +$326K +2,728 +134%
MMA
398
Miracle Mile Advisors
California
$581K +$3.58K +30 +0.6%
TGAM
399
TBH Global Asset Management
Tennessee
$579K – – –
CCM
400
Cohen Capital Management
California
$574K +$3.1K +26 +0.6%