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iShares Russell Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BWA
401
Burt Wealth Advisors
Maryland
$212K – – –
KIA
402
KCM Investment Advisors
California
$212K – – –
TC
403
TownSquare Capital
Utah
$212K +$212K +2,409 New
OC
404
Oarsman Capital
Wisconsin
$208K – – –
MC
405
Moors & Cabot
Massachusetts
$208K +$205K +2,337 New
TFGT
406
TS Financial Group (TSFG)
Illinois
$207K +$5.01K +57 +3%
EWM
407
Evercore Wealth Management
New York
$205K – – –
PPP
408
Private Portfolio Partners
New Jersey
$201K -$35K -398 -15%
PFBT
409
Parkside Financial Bank & Trust
Missouri
$201K +$263 +3 +0.1%
CGA
410
Crescent Grove Advisors
Illinois
$200K -$346K -3,944 -64%
FCB
411
First Command Bank
Texas
$198K +$61.5K +700 +46%
FCFS
412
First Command Financial Services
Texas
$198K +$61.5K +700 +46%
MWM
413
Meridian Wealth Management
Kentucky
$193K -$178K -2,030 -48%
UBS AM
414
UBS AM
Illinois
$165K +$18.1K +206 +13%
PA
415
Parallel Advisors
California
$164K – – –
RCAG
416
Rehmann Capital Advisory Group
Michigan
$160K -$615 -7 -0.4%
BFC
417
Bedel Financial Consulting
Indiana
$154K +$6.67K +76 +5%
Deutsche Bank
418
Deutsche Bank
Germany
$148K +$116K +1,323 +378%
LA
419
Legacy Advisors
Pennsylvania
$145K – – –
ESB
420
Essex Savings Bank
Connecticut
$142K +$141K +1,601 New
PFO
421
Pathstone Family Office
New Jersey
$141K +$527 +6 +0.4%
GWS
422
Glassman Wealth Services
Virginia
$138K – – –
BAM
423
Belpointe Asset Management
Nevada
$135K +$133K +1,515 New
ST
424
Smithfield Trust
Pennsylvania
$126K – – –
FA
425
Fortis Advisors
Pennsylvania
$119K +$527 +6 +0.5%