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iShares Russell Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CGA
376
Crescent Grove Advisors
Illinois
$668K
AF
377
Allworth Financial
California
$668K +$369K +3,137 +128%
RIM
378
Rockbridge Investment Management
New York
$667K -$228K -1,939 -26%
BFA
379
Bragg Financial Advisors
North Carolina
$649K +$265K +2,250 +71%
Neuberger Berman Group
380
Neuberger Berman Group
New York
$643K -$16.7K -142 -3%
TA
381
Tiedemann Advisors
New York
$643K +$4.12K +35 +0.7%
TWP
382
Total Wealth Planning
Ohio
$636K -$233K -1,978 -27%
TI
383
Truepoint Inc
Ohio
$634K
ASBI
384
American State Bank (Iowa)
Iowa
$631K
IAIM
385
International Assets Investment Management
Florida
$627K +$617K +5,240 New
GT
386
Greenleaf Trust
Michigan
$626K -$75.6K -642 -11%
WH
387
Willner & Heller
California
$622K +$67.1K +570 +13%
AWM
388
Atticus Wealth Management
Florida
$616K +$1.18K +10 +0.2%
GPA
389
Guidance Point Advisors
Massachusetts
$616K +$2.35K +20 +0.4%
Luther King Capital Management (LKCM)
390
Luther King Capital Management (LKCM)
Texas
$612K
AA
391
Alesco Advisors
New York
$603K
WWM
392
Western Wealth Management
Colorado
$600K +$383K +3,252 +184%
SVWAG
393
Sound View Wealth Advisors Group
Georgia
$597K
PFM
394
Phillips Financial Management
Indiana
$593K +$583K +4,953 New
BRWA
395
B. Riley Wealth Advisors
Florida
$589K -$1.06K -9 -0.2%
DC
396
Davenport & Co
Virginia
$588K -$5.53K -47 -0.9%
TGAM
397
TBH Global Asset Management
Tennessee
$588K +$21K +178 +4%
IC
398
IEQ Capital
California
$582K
FWP
399
Falcon Wealth Planning
California
$581K +$9.89K +84 +2%
BCM
400
BTC Capital Management
Iowa
$576K