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iShares Russell Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LW
376
Linscomb Wealth
Texas
$815K
AssetMark Inc
377
AssetMark Inc
California
$815K +$134K +1,065 +21%
PP
378
Prosperity Planning
Missouri
$814K
RWP
379
Revolve Wealth Partners
New Jersey
$810K -$38.5K -307 -5%
HWM
380
HB Wealth Management
Georgia
$807K +$125 +1 +0%
EW
381
Evoke Wealth
California
$800K +$123K +983 +19%
MWP
382
MYCIO Wealth Partners
Pennsylvania
$797K +$2.88K +23 +0.4%
FIA
383
Foundations Investment Advisors
Arizona
$787K -$27.5K -219 -4%
IWM
384
IHT Wealth Management
Illinois
$779K +$39.6K +316 +6%
JWCA
385
J.W. Cole Advisors
Florida
$778K +$462K +3,685 +167%
CFB
386
Cullen/Frost Bankers
Texas
$774K +$104K +833 +17%
CGA
387
Crescent Grove Advisors
Illinois
$768K
AWA
388
Arkadios Wealth Advisors
Georgia
$768K -$53.8K -429 -7%
AAS
389
Ameritas Advisory Services
Nebraska
$762K -$249K -1,985 -26%
CRM
390
Cramer Rosenthal McGlynn
Connecticut
$760K +$721K +5,750 New
PA
391
Prossimo Advisors
California
$751K -$188K -1,497 -21%
RBC
392
Romano Brothers & Co
Illinois
$749K +$125 +1 +0%
PWM
393
Parkshore Wealth Management
California
$748K -$111K -881 -13%
AF
394
Advisornet Financial
Minnesota
$746K -$1.61M -12,805 -69%
KP
395
Keel Point
Alabama
$742K +$397K +3,168 +129%
ONB
396
Old National Bancorp
Indiana
$736K +$376K +3,000 +117%
SFPG
397
Stonebridge Financial Planning Group
Florida
$733K -$5.77K -46 -0.8%
AWMNH
398
Arcadia Wealth Management (New Hampshire)
New Hampshire
$732K +$94.6K +754 +16%
SIA
399
Stegner Investment Associates
Kentucky
$729K -$43.3K -345 -6%
GFP
400
Gryphon Financial Partners
Ohio
$717K -$31.1K -248 -4%