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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
$847K -$152K -1,109 -15%
MWP
377
MYCIO Wealth Partners
Pennsylvania
$846K +$3.42K +25 +0.4%
TNB
378
Thomasville National Bank
Georgia
$836K -$27.7K -203 -3%
FIA
379
Foundations Investment Advisors
Arizona
$835K +$3.55K +26 +0.4%
IWM
380
IHT Wealth Management
Illinois
$830K +$6.01K +44 +0.7%
CSP
381
Cary Street Partners
Virginia
$820K -$49.8K -364 -6%
BRWA
382
B. Riley Wealth Advisors
Florida
$817K -$558K -4,085 -41%
CGA
383
Crescent Grove Advisors
Illinois
$812K – – –
RBC
384
Romano Brothers & Co
Illinois
$799K +$7.11K +52 +0.9%
KP
385
Keel Point
Alabama
$794K +$9.29K +68 +1%
PWM
386
Parkshore Wealth Management
California
$791K +$273 +2 +0%
MFIM
387
Mesirow Financial Investment Management
Illinois
$785K +$43.9K +321 +6%
FCH
388
Freestone Capital Holdings
Washington
$781K +$44K +322 +6%
HWM
389
HB Wealth Management
Georgia
$777K -$74.2K -543 -9%
SFPG
390
Stonebridge Financial Planning Group
Florida
$768K -$5.88K -43 -0.8%
RMDI
391
R.M. Davis Inc
Maine
$761K +$50.2K +367 +7%
PCH
392
PGIM Custom Harvest
New Jersey
$753K -$562K -4,115 -43%
SAW
393
Signal Advisors Wealth
Michigan
$753K +$278K +2,035 +61%
AUB
394
Atlantic Union Bankshares
Virginia
$750K +$144K +1,050 +24%
MMG
395
Monetary Management Group
Missouri
$747K – – –
BA
396
Ballew Advisors
Mississippi
$746K -$94.3K -690 -11%
RW
397
Regimen Wealth
Georgia
$742K +$3.01K +22 +0.4%
KWA
398
Kingswood Wealth Advisors
California
$739K +$462K +3,380 +177%
ONB
399
Old National Bancorp
Indiana
$736K -$41K -300 -5%
GFP
400
Gryphon Financial Partners
Ohio
$726K -$32K -234 -4%