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iShares Russell Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KIA
401
KCM Investment Advisors
California
$207K +$201K +2,380 New
BWA
402
Burt Wealth Advisors
Maryland
$206K – – –
WIA
403
World Investment Advisors
California
$204K -$13.1K -155 -6%
OC
404
Oarsman Capital
Wisconsin
$203K +$197K +2,334 New
Koshinski Asset Management
405
Koshinski Asset Management
Illinois
$202K +$196K +2,328 New
MSWMA
406
Market Street Wealth Management Advisors
Indiana
$201K +$195K +2,316 New
EWM
407
Evercore Wealth Management
New York
$200K +$194K +2,299 New
RIA
408
Regal Investment Advisors
Michigan
$200K +$194K +2,300 New
TFGT
409
TS Financial Group (TSFG)
Illinois
$196K +$191K +2,262 New
PFBT
410
Parkside Financial Bank & Trust
Missouri
$195K +$9.19K +109 +5%
AIC
411
Ameritas Investment Company
Nebraska
$195K +$189K +2,242 New
SWM
412
SeaCrest Wealth Management
New York
$180K +$23.6K +280 +16%
FNC
413
First National Corp
Massachusetts
$179K – – –
Lazard Asset Management
414
Lazard Asset Management
New York
$173K – – –
CFG
415
Citizens Financial Group
Rhode Island
$170K -$6.07K -72 -4%
PA
416
Parallel Advisors
California
$160K -$25.1K -298 -14%
RIA
417
Realta Investment Advisors
Delaware
$159K +$154K +1,827 New
FHA
418
Flagship Harbor Advisors
Massachusetts
$158K -$1.1K -13 -0.7%
RCAG
419
Rehmann Capital Advisory Group
Michigan
$157K +$152K +1,803 New
BFC
420
Bedel Financial Consulting
Indiana
$143K +$25.3K +300 +22%
UBS AM
421
UBS AM
Illinois
$143K -$759 -9 -0.5%
LA
422
Legacy Advisors
Pennsylvania
$141K +$137K +1,626 New
PFO
423
Pathstone Family Office
New Jersey
$136K +$506 +6 +0.4%
GWS
424
Glassman Wealth Services
Virginia
$134K – – –
FCB
425
First Command Bank
Texas
$133K – – –