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iShares Russell Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ACP
376
Aveo Capital Partners
Colorado
$766K +$121K +956 +20%
IWM
377
IHT Wealth Management
Illinois
$764K -$14.9K -118 -2%
JFG
378
Jefferies Financial Group
New York
$758K +$126 +1 +0%
RBC
379
Romano Brothers & Co
Illinois
$756K -$6.19K -49 -0.8%
CT
380
Colonial Trust
South Carolina
$750K -$22.5K -178 -3%
CB
381
Centennial Bank
Arkansas
$738K -$82.3K -651 -10%
EFS
382
Essex Financial Services
Connecticut
$734K +$126 +1 +0%
HWM
383
HB Wealth Management
Georgia
$723K -$8.34K -66 -1%
WH
384
Willner & Heller
California
$722K +$3.03K +24 +0.4%
SFPG
385
Stonebridge Financial Planning Group
Florida
$722K -$32.9K -260 -5%
Luther King Capital Management (LKCM)
386
Luther King Capital Management (LKCM)
Texas
$720K
CHJWM
387
Carlton Hofferkamp & Jenks Wealth Management
Texas
$718K +$11.4K +90 +2%
CWM
388
Congress Wealth Management
Massachusetts
$714K -$296K -2,340 -30%
SSB
389
Sandy Spring Bank
Maryland
$713K -$29.3K -232 -4%
FAIM
390
Financial Advocates Investment Management
Washington
$713K +$379K +3,003 +96%
PIA
391
Perennial Investment Advisors
California
$703K -$30.1K -238 -4%
FCH
392
Freestone Capital Holdings
Washington
$698K -$97.2K -769 -13%
CI
393
Cordant Inc
Oregon
$692K -$6.32K -50 -0.9%
RW
394
Regimen Wealth
Georgia
$691K +$2.91K +23 +0.4%
CCM
395
Coldstream Capital Management
Washington
$688K
RMDI
396
R.M. Davis Inc
Maine
$684K +$29.4K +233 +5%
LBC
397
Lowe Brockenbrough & Co
Virginia
$682K -$12.8K -101 -2%
GFP
398
Gryphon Financial Partners
Ohio
$681K -$57K -451 -8%
MC
399
Mathes Company
New York
$680K -$107K -850 -14%
SWM
400
Spire Wealth Management
Virginia
$671K