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iShares Russell Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IWM
376
IHT Wealth Management
Illinois
$780K +$33.1K +247 +4%
MWP
377
MYCIO Wealth Partners
Pennsylvania
$775K +$3.61K +27 +0.5%
SIA
378
Stegner Investment Associates
Kentucky
$773K -$2.94K -22 -0.4%
CHJWM
379
Carlton Hofferkamp & Jenks Wealth Management
Texas
$766K +$30.3K +226 +4%
SG
380
StoneX Group
New York
$760K +$345K +2,576 +78%
CGA
381
Crescent Grove Advisors
Illinois
$752K
DT
382
Diversified Trust
Tennessee
$752K -$88.9K -664 -10%
JFG
383
Jefferies Financial Group
New York
$741K
IC
384
IEQ Capital
California
$740K -$20.2K -151 -3%
RBC
385
Romano Brothers & Co
Illinois
$740K
PC
386
Port Capital
Illinois
$735K -$71.5K -534 -9%
VFPW
387
Vantage Financial Partners (Wisconsin)
Wisconsin
$728K -$93.8K -701 -11%
GFP
388
Gryphon Financial Partners
Ohio
$722K +$58.1K +434 +8%
SFPG
389
Stonebridge Financial Planning Group
Florida
$720K +$14.3K +107 +2%
HWM
390
HB Wealth Management
Georgia
$707K
CT
391
Colonial Trust
South Carolina
$706K -$28.2K -211 -4%
CB
392
Centennial Bank
Arkansas
$694K -$28.4K -212 -4%
Luther King Capital Management (LKCM)
393
Luther King Capital Management (LKCM)
Texas
$694K
PIA
394
Perennial Investment Advisors
California
$693K +$5.75K +43 +0.8%
CGPCS
395
Capital Group Private Client Services
California
$687K +$79.9K +597 +13%
FCH
396
Freestone Capital Holdings
Washington
$686K +$3.21K +24 +0.5%
WIA
397
World Investment Advisors
California
$682K +$450K +3,363 +176%
RW
398
Regimen Wealth
Georgia
$679K +$3.21K +24 +0.5%
Q1WB
399
Quest 10 Wealth Builders
Virginia
$675K +$699K +5,222 New
ODIJL
400
One Day In July LLC
Vermont
$668K +$19.7K +147 +3%