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iShares Russell Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RT
376
Rockland Trust
Massachusetts
$522K -$35.5K -332 -6%
Cerity Partners
377
Cerity Partners
New York
$522K +$2.35K +22 +0.4%
Neuberger Berman Group
378
Neuberger Berman Group
New York
$515K -$16.5K -154 -3%
SF
379
Summit Financial
New Jersey
$514K +$109K +1,018 +24%
BSW
380
Buckingham Strategic Wealth
Missouri
$510K -$53K -496 -9%
CDIA
381
Capital Directions Investment Advisors
Georgia
$506K -$641K -5,999 Closed
TI
382
Truepoint Inc
Ohio
$506K
FNBOO
383
First National Bank of Omaha
Nebraska
$505K
LBC
384
Lowe Brockenbrough & Co
Virginia
$504K
FSA
385
Financial Sense Advisors
California
$501K -$89.8K -841 -14%
GPA
386
Guidance Point Advisors
Massachusetts
$500K +$3.42K +32 +0.6%
IC
387
IEQ Capital
California
$498K +$21.9K +205 +4%
TWP
388
Total Wealth Planning
Ohio
$494K -$10.3K -96 -2%
GT
389
Greenleaf Trust
Michigan
$491K -$12.6K -118 -2%
AWA
390
Arkadios Wealth Advisors
Georgia
$491K +$214 +2 +0%
BAM
391
Belpointe Asset Management
Nevada
$489K +$96.4K +902 +22%
AA
392
Alesco Advisors
New York
$484K
IAIM
393
International Assets Investment Management
Florida
$480K -$113K -1,060 -17%
PFM
394
Phillips Financial Management
Indiana
$476K +$530K +4,959 New
NEWAS
395
N.E.W. Advisory Services
Wisconsin
$475K
EFS
396
Essex Financial Services
Connecticut
$474K +$61.6K +577 +13%
SVWAG
397
Sound View Wealth Advisors Group
Georgia
$472K -$7.48K -70 -1%
VA
398
Valmark Advisers
Ohio
$465K +$8.01K +75 +2%
CWM
399
Cahaba Wealth Management
Georgia
$465K +$10.8K +101 +2%
MTIC
400
Missouri Trust & Investment Company
Missouri
$459K -$121K -1,137 -19%