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iShares Russell Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PAS
376
Park Avenue Securities
New York
$656K +$640K +5,362 New
TA
377
Tiedemann Advisors
New York
$654K
TI
378
Truepoint Inc
Ohio
$649K
MWM
379
Maripau Wealth Management
Indiana
$646K +$650K +5,448 New
ASBI
380
American State Bank (Iowa)
Iowa
$645K -$25.1K -210 -4%
TWP
381
Total Wealth Planning
Ohio
$633K +$231K +1,933 +36%
WAL
382
W Advisors LLC
Tennessee
$632K +$617K +5,165 New
AWM
383
Atticus Wealth Management
Florida
$629K +$2.75K +23 +0.4%
GPA
384
Guidance Point Advisors
Massachusetts
$628K +$2.63K +22 +0.4%
Luther King Capital Management (LKCM)
385
Luther King Capital Management (LKCM)
Texas
$626K
CWM
386
Cahaba Wealth Management
Georgia
$624K -$30K -251 -5%
AA
387
Alesco Advisors
New York
$617K
SVWAG
388
Sound View Wealth Advisors Group
Georgia
$610K
DC
389
Davenport & Co
Virginia
$608K +$17.2K +144 +3%
BRWA
390
B. Riley Wealth Advisors
Florida
$603K +$225K +1,888 +62%
PFC
391
Phocas Financial Corp
California
$600K
IC
392
IEQ Capital
California
$595K +$119 +1 +0%
BCM
393
BTC Capital Management
Iowa
$589K +$208K +1,745 +57%
FWP
394
Falcon Wealth Planning
California
$584K -$836 -7 -0.1%
PWM
395
PRW Wealth Management
Massachusetts
$583K
TC
396
TownSquare Capital
Utah
$582K +$326K +2,728 +134%
MMA
397
Miracle Mile Advisors
California
$581K +$3.58K +30 +0.6%
TGAM
398
TBH Global Asset Management
Tennessee
$579K
CCM
399
Cohen Capital Management
California
$574K +$3.1K +26 +0.6%
SWPG
400
Strategic Wealth Partners Group
Illinois
$574K +$22.3K +187 +4%