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iShares Russell Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
401
Carson Wealth (CWM LLC)
Nebraska
$64K -$16.6K -189 -21%
JGIA
402
Jackson Grant Investment Advisers
Connecticut
$64K – – –
VDFA
403
Vickerman & Driscoll Financial Advisors
Washington
$62K -$1.49K -17 -2%
SFM
404
Signet Financial Management
New Jersey
$60K – – –
BFC
405
Bedel Financial Consulting
Indiana
$58K – – –
FMII
406
Farmers & Merchants Investments Inc
Nebraska
$57K – – –
GBBWRPM
407
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$56K – – –
BAMG
408
Brand Asset Management Group
Missouri
$54K +$53.9K +613 New
GTAM
409
Global Trust Asset Management
Florida
$53K – – –
PO
410
Private Ocean
California
$49K – – –
BWM
411
BerganKDV Wealth Management
Minnesota
$49K +$49K +557 New
RWM
412
Raffa Wealth Management
District of Columbia
$48.5K – – –
WC
413
Whitnell & Co
Illinois
$48K -$5.01K -57 -10%
CFA
414
Carroll Financial Associates
North Carolina
$48K +$7.47K +85 +19%
BWM
415
Baystate Wealth Management
Massachusetts
$46K +$15.4K +175 +52%
OIA
416
OneDigital Investment Advisors
Kansas
$45K +$16.3K +186 +56%
TWA
417
TCI Wealth Advisors
Arizona
$44K +$43.3K +493 New
DWM
418
Destination Wealth Management
California
$42K -$6.77K -77 -14%
RWA
419
Ropes Wealth Advisors
Massachusetts
$41K – – –
SFC
420
SYM Financial Corp
Indiana
$41K – – –
TL
421
TrueWealth LLC
Georgia
$38K -$19.1K -217 -33%
BFEC
422
Benjamin F. Edwards & Company
Missouri
$38K -$11.3K -128 -23%
SIAP
423
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$38K – – –
RFWA
424
RPg Family Wealth Advisory
Massachusetts
$37.2K – – –
GIP
425
Granite Investment Partners
California
$36K +$35.5K +404 New