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iShares Russell Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TPA
376
Trivium Point Advisory
Connecticut
$523K -$207K -1,939 -27%
RT
377
Rockland Trust
Massachusetts
$522K -$35.5K -332 -6%
Cerity Partners
378
Cerity Partners
New York
$522K +$2.35K +22 +0.4%
Neuberger Berman Group
379
Neuberger Berman Group
New York
$515K -$16.5K -154 -3%
SF
380
Summit Financial
New Jersey
$514K +$109K +1,018 +24%
BSW
381
Buckingham Strategic Wealth
Missouri
$510K -$53K -496 -9%
CDIA
382
Capital Directions Investment Advisors
Georgia
$506K -$641K -5,999 Closed
TI
383
Truepoint Inc
Ohio
$506K – – –
FNBOO
384
First National Bank of Omaha
Nebraska
$505K – – –
LBC
385
Lowe Brockenbrough & Co
Virginia
$504K – – –
FSA
386
Financial Sense Advisors
California
$501K -$89.8K -841 -14%
GPA
387
Guidance Point Advisors
Massachusetts
$500K +$3.42K +32 +0.6%
IC
388
IEQ Capital
California
$498K +$21.9K +205 +4%
TWP
389
Total Wealth Planning
Ohio
$494K -$10.3K -96 -2%
GT
390
Greenleaf Trust
Michigan
$491K -$12.6K -118 -2%
AWA
391
Arkadios Wealth Advisors
Georgia
$491K +$214 +2 +0%
BAM
392
Belpointe Asset Management
Nevada
$489K +$96.4K +902 +22%
AA
393
Alesco Advisors
New York
$484K – – –
IAIM
394
International Assets Investment Management
Florida
$480K -$113K -1,060 -17%
PFM
395
Phillips Financial Management
Indiana
$476K +$530K +4,959 New
NEWAS
396
N.E.W. Advisory Services
Wisconsin
$475K – – –
EFS
397
Essex Financial Services
Connecticut
$474K +$61.6K +577 +13%
SVWAG
398
Sound View Wealth Advisors Group
Georgia
$472K -$7.48K -70 -1%
VA
399
Valmark Advisers
Ohio
$465K +$8.01K +75 +2%
CWM
400
Cahaba Wealth Management
Georgia
$465K +$10.8K +101 +2%